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 |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
23,094
shares
|
$6.38 Million
0.57% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
23,055
shares
|
$6.36 Million
0.01% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
22,651
shares
|
$6.25 Million
3.34% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,590
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
22,581
shares
|
$6.23 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 22, 2026 Q4 2025 |
22,540
shares
|
$6.22 Million
1.97% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
22,267
shares
|
$6.15 Million
0.77% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
22,161
shares
|
$6.12 Million
0.24% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,082
shares
|
$6.1 Million
0.15% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
21,936
shares
|
$6.06 Million
0.03% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
21,720
shares
|
$6 Million
0.36% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
21,719
shares
|
$6 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
21,633
shares
|
$5.97 Million
4.04% of portfolio
|
Q4 2025
Added 11.54%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
21,424
shares
|
$5.91 Million
0.13% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,146
shares
|
$5.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 93.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,935
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2025
Added 128.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
20,786
shares
|
$5.74 Million
0.43% of portfolio
|
Q4 2025
Added 751.19%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
20,323
shares
|
$5.61 Million
3.65% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
20,183
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
20,006
shares
|
$5.52 Million
0.07% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
19,467
shares
|
$5.37 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,342
shares
|
$5.34 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
19,204
shares
|
$5.3 Million
0.14% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
19,109
shares
|
$5.28 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$5.17 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|