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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
68,712
shares
|
$16.2 Million
1.96% of portfolio
|
Q4 2024
Added 55.88%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
68,055
shares
|
$16.1 Million
3.63% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
68,025
shares
|
$16.1 Million
5.98% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
67,219
shares
|
$15.9 Million
7.04% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
66,566
shares
|
$15.7 Million
0.92% of portfolio
|
Q4 2024
Added 3675.72%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
66,389
shares
|
$15.7 Million
7.26% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
63,558
shares
|
$15 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
63,046
shares
|
$14.9 Million
0.17% of portfolio
|
Q4 2024
Added 103.58%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
60,359
shares
|
$14.3 Million
4.57% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
59,860
shares
|
$14.1 Million
8.5% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
59,170
shares
|
$14 Million
8.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
58,925
shares
|
$13.9 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
57,996
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
57,219
shares
|
$13.5 Million
1.54% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
55,292
shares
|
$13.1 Million
8.25% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
53,020
shares
|
$12.5 Million
0.01% of portfolio
|
Q4 2024
Added 82.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
52,360
shares
|
$12.4 Million
0.45% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
52,120
shares
|
$12.3 Million
3.26% of portfolio
|
Q4 2024
Added 30.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
52,007
shares
|
$12.3 Million
1.34% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
51,678
shares
|
$12.2 Million
0.74% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
51,376
shares
|
$12.1 Million
6.01% of portfolio
|
Q4 2024
Added 165.29%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
51,350
shares
|
$12.1 Million
0.65% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
50,935
shares
|
$12 Million
1.22% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$12 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|