Institutional Ownership Ishares Tr Russell 200 Growth (IWY)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Growth (IWY). We have compiled data on the 606 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,245,400
shares
|
$1.48 Billion
4.46% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.4 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,365,087
shares
|
$1.27 Billion
4.54% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,046,206
shares
|
$1.19 Billion
18.48% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,794,522
shares
|
$660 Million
0.22% of portfolio
|
Q4 2024
Added 525.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,365,017
shares
|
$559 Million
0.15% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,212,667
shares
|
$523 Million
0.22% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,679,168
shares
|
$397 Million
0.58% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,509,168
shares
|
$357 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,497,299
shares
|
$354 Million
0.6% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,433,550
shares
|
$339 Million
0.02% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
816,710
shares
|
$193 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$159 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
664,322
shares
|
$157 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
650,022
shares
|
$154 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
588,510
shares
|
$139 Million
0.48% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
579,187
shares
|
$137 Million
0.39% of portfolio
|
Q4 2024
Reduced 98.42%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
503,540
shares
|
$119 Million
7.36% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
500,502
shares
|
$118 Million
0.54% of portfolio
|
Q4 2024
Added 49307.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
464,517
shares
|
$110 Million
0.03% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
459,585
shares
|
$109 Million
2.04% of portfolio
|
Q4 2024
Added 243.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
451,298
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$103 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
427,624
shares
|
$101 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
402,521
shares
|
$95.1 Million
0.02% of portfolio
|
Q4 2024
Added 6.1%
|