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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$14 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Atwater Malick LLC
|
Jan 23, 2026 Q4 2025 |
48,958
shares
|
$13.5 Million
3.89% of portfolio
|
Q4 2025
Added 27.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
48,212
shares
|
$13.3 Million
0.17% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
45,187
shares
|
$12.5 Million
2.45% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
43,212
shares
|
$11.9 Million
0.43% of portfolio
|
Q3 2025
Added 94.75%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
43,060
shares
|
$11.9 Million
3.58% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
42,121
shares
|
$11.6 Million
0.06% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 20, 2026 Q4 2025 |
41,418
shares
|
$11.4 Million
5.42% of portfolio
|
Q4 2025
Reduced 3.27%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
41,131
shares
|
$11.4 Million
2.93% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
40,294
shares
|
$11.1 Million
0.74% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
39,706
shares
|
$11 Million
1.33% of portfolio
|
Q3 2025
Added 1298.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
39,453
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
39,266
shares
|
$10.8 Million
3.19% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
37,871
shares
|
$10.5 Million
4.41% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
37,785
shares
|
$10.4 Million
4.84% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
37,364
shares
|
$10.3 Million
3.15% of portfolio
|
Q4 2025
Added 9.68%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
37,217
shares
|
$10.3 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
37,150
shares
|
$10.3 Million
2.8% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
37,073
shares
|
$10.2 Million
2.43% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
36,607
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 59.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
35,421
shares
|
$9.78 Million
0.21% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
35,263
shares
|
$9.73 Million
5.62% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
34,131
shares
|
$9.42 Million
0.02% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
33,923
shares
|
$9.36 Million
2.46% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
32,835
shares
|
$9.06 Million
3.87% of portfolio
|
Q4 2025
Added 32.13%
|
|