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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
32,721
shares
|
$7.73 Million
2.89% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
31,872
shares
|
$7.53 Million
5.98% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
31,449
shares
|
$7.43 Million
0.02% of portfolio
|
Q4 2024
Added 458.7%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
30,990
shares
|
$7.32 Million
3.98% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
30,780
shares
|
$7.27 Million
1.85% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
30,279
shares
|
$7.15 Million
5.99% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
29,813
shares
|
$7.04 Million
3.93% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
29,586
shares
|
$6.99 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
29,386
shares
|
$6.94 Million
0.1% of portfolio
|
Q4 2024
Added 211.56%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
28,987
shares
|
$6.85 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
28,838
shares
|
$6.81 Million
0.19% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
27,845
shares
|
$6.58 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
27,820
shares
|
$6.57 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
27,316
shares
|
$6.45 Million
1.78% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
25,696
shares
|
$6.07 Million
1.06% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
25,474
shares
|
$6.02 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
25,025
shares
|
$5.91 Million
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$5.76 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
24,372
shares
|
$5.76 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
24,049
shares
|
$5.68 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
23,669
shares
|
$5.59 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
23,144
shares
|
$5.47 Million
0.54% of portfolio
|
Q4 2024
Added 986.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
22,220
shares
|
$5.25 Million
0.43% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
21,951
shares
|
$5.19 Million
0.72% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,851
shares
|
$5.16 Million
0.11% of portfolio
|
Q4 2024
Added 61.19%
|