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 618 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
141
shares
|
$36,519
0.01% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
135
shares
|
$34,965
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
118
shares
|
$30,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
118
shares
|
$30,562
0.0% of portfolio
|
Q2 2024
Reduced 45.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
103
shares
|
$26,677
0.01% of portfolio
|
Q2 2021
Reduced 99.26%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
101
shares
|
$26,159
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$25,900
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
100
shares
|
$25,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
100
shares
|
$25,900
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
95
shares
|
$24,605
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
95
shares
|
$24,605
0.0% of portfolio
|
Q4 2023
Added 9400.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
91
shares
|
$23,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$21,497
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
83
shares
|
$21,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
80
shares
|
$20,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
77
shares
|
$19,943
0.01% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
76
shares
|
$19,684
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$19,166
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
69
shares
|
$17,871
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
63
shares
|
$16,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
60
shares
|
$15,540
0.01% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$14,763
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
40
shares
|
$10,360
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
35
shares
|
$9,065
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
34
shares
|
$8,806
0.0% of portfolio
|
Q3 2024
Added 9.68%
|