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 614 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 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 |
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
114,850
shares
|
$29.7 Million
2.58% of portfolio
|
Q1 2025
Added 18.59%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
113,247
shares
|
$29.3 Million
1.24% of portfolio
|
Q2 2025
Added 97.52%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
112,252
shares
|
$29.1 Million
0.3% of portfolio
|
Q1 2025
Added 0.25%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
111,677
shares
|
$28.9 Million
2.78% of portfolio
|
Q2 2025
Added 12.62%
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
104,017
shares
|
$26.9 Million
12.61% of portfolio
|
Q2 2025
Added 2.97%
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$26.9 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
103,763
shares
|
$26.9 Million
0.36% of portfolio
|
Q2 2025
Added 1.83%
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
103,440
shares
|
$26.8 Million
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
103,030
shares
|
$26.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
102,914
shares
|
$26.7 Million
0.0% of portfolio
|
Q1 2025
Added 77.45%
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
94,439
shares
|
$24.5 Million
0.35% of portfolio
|
Q2 2025
Added 15.27%
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
94,024
shares
|
$24.4 Million
7.52% of portfolio
|
Q2 2025
Added 28.02%
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
91,566
shares
|
$23.7 Million
15.16% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
86,754
shares
|
$22.5 Million
8.2% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
85,249
shares
|
$22.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
83,443
shares
|
$21.6 Million
2.04% of portfolio
|
Q2 2025
Added 26.21%
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
83,325
shares
|
$21.6 Million
6.04% of portfolio
|
Q2 2025
Added 4.15%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
80,605
shares
|
$20.9 Million
0.47% of portfolio
|
Q2 2025
Added 123.28%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,398
shares
|
$20.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
79,080
shares
|
$20.5 Million
7.51% of portfolio
|
Q2 2025
Added 15.37%
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
77,781
shares
|
$20.1 Million
3.89% of portfolio
|
Q2 2025
Added 7.19%
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
76,178
shares
|
$19.7 Million
13.6% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,675
shares
|
$19.6 Million
0.0% of portfolio
|
Q1 2025
Added 54.43%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
74,690
shares
|
$19.3 Million
0.01% of portfolio
|
Q1 2025
Added 1235.42%
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
74,342
shares
|
$19.3 Million
4.39% of portfolio
|
Q2 2025
Added 7.94%
|