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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
21,694
shares
|
$5.13 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
21,462
shares
|
$5.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
21,401
shares
|
$5.06 Million
0.5% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,622
shares
|
$4.87 Million
2.2% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
20,559
shares
|
$4.86 Million
3.59% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
20,544
shares
|
$4.85 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
20,530
shares
|
$4.85 Million
0.76% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
19,950
shares
|
$4.71 Million
0.45% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
19,950
shares
|
$4.71 Million
3.74% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
19,602
shares
|
$4.63 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
19,600
shares
|
$4.63 Million
0.3% of portfolio
|
Q4 2024
Added 145.0%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,248
shares
|
$4.55 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
19,007
shares
|
$4.49 Million
3.59% of portfolio
|
Q4 2024
Added 29.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
18,944
shares
|
$4.48 Million
0.11% of portfolio
|
Q4 2024
Added 41.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
18,830
shares
|
$4.45 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$4.43 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
18,738
shares
|
$4.43 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,543
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Added 34.89%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
18,386
shares
|
$4.34 Million
4.36% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
17,846
shares
|
$4.22 Million
1.88% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
17,675
shares
|
$4.18 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
17,557
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,507
shares
|
$4.14 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,408
shares
|
$4.11 Million
0.25% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,079
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.57%
|