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 |
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,674
shares
|
$11.1 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
42,179
shares
|
$10.9 Million
3.46% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
42,089
shares
|
$10.9 Million
2.61% of portfolio
|
Q2 2025
Added 2.26%
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
41,428
shares
|
$10.7 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
41,292
shares
|
$10.7 Million
3.87% of portfolio
|
Q2 2025
Added 1458.78%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
39,644
shares
|
$10.3 Million
0.75% of portfolio
|
Q2 2025
Added 5.59%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,957
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
38,000
shares
|
$9.84 Million
3.26% of portfolio
|
Q2 2025
Added 3.88%
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
37,250
shares
|
$9.65 Million
4.57% of portfolio
|
Q2 2025
Added 2.68%
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
36,601
shares
|
$9.48 Million
4.24% of portfolio
|
Q2 2025
Added 5.78%
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
36,490
shares
|
$9.45 Million
0.01% of portfolio
|
Q1 2025
Added 189.3%
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
35,537
shares
|
$9.2 Million
5.55% of portfolio
|
Q2 2025
Added 3.72%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
35,060
shares
|
$9.08 Million
0.28% of portfolio
|
Q4 2024
Added 256.95%
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
33,923
shares
|
$8.79 Million
2.46% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
33,882
shares
|
$8.78 Million
0.0% of portfolio
|
Q1 2025
Added 804.97%
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
33,767
shares
|
$8.75 Million
2.82% of portfolio
|
Q2 2025
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
33,373
shares
|
$8.64 Million
0.19% of portfolio
|
Q2 2025
Added 3401.89%
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
32,797
shares
|
$8.49 Million
3.13% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
32,605
shares
|
$8.44 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
32,446
shares
|
$8.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
31,854
shares
|
$8.25 Million
0.59% of portfolio
|
Q2 2025
Added 17.97%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
31,781
shares
|
$8.23 Million
2.65% of portfolio
|
Q2 2025
New holding
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
31,185
shares
|
$8.08 Million
3.71% of portfolio
|
Q2 2025
Added 4.98%
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
31,139
shares
|
$8.07 Million
6.06% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
30,279
shares
|
$7.84 Million
5.99% of portfolio
|
Q3 2022
Reduced 0.92%
|