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 |
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
29,823
shares
|
$7.72 Million
2.72% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,480
shares
|
$7.64 Million
0.0% of portfolio
|
Q1 2025
Added 545.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
29,427
shares
|
$7.62 Million
0.22% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
28,250
shares
|
$7.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 82.14%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
28,016
shares
|
$7.26 Million
0.77% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
26,476
shares
|
$6.86 Million
0.59% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
26,116
shares
|
$6.76 Million
0.83% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
26,025
shares
|
$6.74 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
25,462
shares
|
$6.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
25,160
shares
|
$6.52 Million
1.52% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
24,907
shares
|
$6.45 Million
5.26% of portfolio
|
Q2 2025
New holding
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
24,887
shares
|
$6.45 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
24,851
shares
|
$6.44 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
24,684
shares
|
$6.39 Million
1.72% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
24,583
shares
|
$6.37 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
24,448
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$6.31 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
23,459
shares
|
$6.08 Million
0.83% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
23,446
shares
|
$6.07 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
23,361
shares
|
$6.05 Million
0.83% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
22,189
shares
|
$5.75 Million
0.21% of portfolio
|
Q2 2025
Added 109.94%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
22,093
shares
|
$5.72 Million
2.68% of portfolio
|
Q1 2025
Added 112.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
21,925
shares
|
$5.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,869
shares
|
$5.66 Million
0.13% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
21,694
shares
|
$5.62 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.94%
|