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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
49,003
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
48,945
shares
|
$11.6 Million
0.77% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
48,532
shares
|
$11.5 Million
3.33% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
48,522
shares
|
$11.5 Million
5.75% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
48,297
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
46,047
shares
|
$10.9 Million
8.89% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
44,844
shares
|
$10.6 Million
2.95% of portfolio
|
Q4 2024
Added 803.57%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
44,418
shares
|
$10.5 Million
2.78% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
43,756
shares
|
$10.3 Million
0.26% of portfolio
|
Q4 2024
Added 29.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
42,046
shares
|
$9.94 Million
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
41,753
shares
|
$9.87 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
40,375
shares
|
$9.54 Million
0.14% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
40,274
shares
|
$9.52 Million
0.72% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
38,948
shares
|
$9.2 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
38,445
shares
|
$9.08 Million
0.13% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
38,283
shares
|
$9.05 Million
3.9% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
36,331
shares
|
$8.58 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
34,953
shares
|
$8.26 Million
3.52% of portfolio
|
Q4 2024
Reduced 30.44%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
34,635
shares
|
$8.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
34,417
shares
|
$8.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
34,259
shares
|
$8.1 Million
4.26% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
33,838
shares
|
$8 Million
1.2% of portfolio
|
Q4 2024
Added 2154.36%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
33,732
shares
|
$7.97 Million
0.69% of portfolio
|
Q4 2024
Added 25.57%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
33,628
shares
|
$7.95 Million
4.42% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
33,160
shares
|
$7.84 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.32%
|