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 670 institutions that hold shares in the stock, with a total of 55.1 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
101
shares
|
$27,881
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
100
shares
|
$27,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
100
shares
|
$27,605
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
100
shares
|
$27,605
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
95
shares
|
$26,224
0.0% of portfolio
|
Q4 2023
Added 9400.0%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
92
shares
|
$25,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
91
shares
|
$25,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
90
shares
|
$24,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
83
shares
|
$22,912
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
83
shares
|
$22,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
80
shares
|
$22,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
79
shares
|
$21,807
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
75
shares
|
$20,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$20,427
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
74
shares
|
$20,427
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
70
shares
|
$19,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
68
shares
|
$18,771
0.01% of portfolio
|
Q3 2025
Reduced 51.77%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
63
shares
|
$17,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
63
shares
|
$17,391
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
60
shares
|
$16,563
0.01% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
60
shares
|
$16,563
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
57
shares
|
$15,734
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
54
shares
|
$14,906
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
45
shares
|
$12,422
0.0% of portfolio
|
Q3 2025
Reduced 73.84%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
44
shares
|
$12,146
0.0% of portfolio
|
Q4 2025
New holding
|
|