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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,041
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,839
shares
|
$2.09 Million
0.13% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
8,723
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 524.41%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
8,665
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2024
Added 31.45%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
8,589
shares
|
$2.03 Million
0.08% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
8,442
shares
|
$1.99 Million
1.07% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,439
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Added 68.01%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
8,254
shares
|
$1.95 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
8,032
shares
|
$1.9 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$1.9 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,904
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,879
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
7,860
shares
|
$1.86 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
7,827
shares
|
$1.85 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,815
shares
|
$1.85 Million
0.21% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
7,757
shares
|
$1.83 Million
1.05% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
7,757
shares
|
$1.83 Million
0.45% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
7,757
shares
|
$1.83 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,733
shares
|
$1.83 Million
0.16% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$1.81 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
7,585
shares
|
$1.79 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
7,572
shares
|
$1.79 Million
0.42% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,368
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
7,314
shares
|
$1.73 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,184
shares
|
$1.7 Million
0.27% of portfolio
|
Q4 2024
Added 0.11%
|