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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
5,110
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,108
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,025
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
5,024
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,869
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,680
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
4,648
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
4,611
shares
|
$1.09 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
4,602
shares
|
$1.09 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,579
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,564
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
4,526
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,463
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4,419
shares
|
$1.04 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,372
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,271
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
4,025
shares
|
$951,067
0.03% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,972
shares
|
$938,543
0.02% of portfolio
|
Q3 2024
Added 38.78%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,957
shares
|
$934,999
0.19% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
3,955
shares
|
$934,526
0.31% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,915
shares
|
$925,075
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,907
shares
|
$923,185
0.27% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,895
shares
|
$920,349
0.03% of portfolio
|
Q4 2024
Added 36.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,878
shares
|
$916,332
0.32% of portfolio
|
Q4 2024
Added 28.92%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
3,848
shares
|
$909,243
0.08% of portfolio
|
Q4 2024
New holding
|