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 |
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
13,629
shares
|
$3.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
13,493
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
13,353
shares
|
$3.46 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
12,945
shares
|
$3.35 Million
0.21% of portfolio
|
Q1 2025
Added 16.22%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
12,558
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2024
Added 0.75%
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,549
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2025
Added 8.13%
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
11,821
shares
|
$3.06 Million
1.49% of portfolio
|
Q2 2025
Added 1.72%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
11,635
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,630
shares
|
$3.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,533
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
11,473
shares
|
$2.97 Million
0.19% of portfolio
|
Q1 2025
Added 1.94%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,302
shares
|
$2.93 Million
2.55% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
11,217
shares
|
$2.91 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,202
shares
|
$2.9 Million
0.08% of portfolio
|
Q1 2025
Added 23.9%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,765
shares
|
$2.79 Million
9.12% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,669
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,642
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Added 34.64%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
10,498
shares
|
$2.72 Million
2.5% of portfolio
|
Q2 2025
Added 108.25%
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
10,304
shares
|
$2.67 Million
2.34% of portfolio
|
Q2 2025
Added 4.07%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,206
shares
|
$2.64 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
10,169
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Added 2.64%
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
10,140
shares
|
$2.63 Million
0.9% of portfolio
|
Q2 2025
Added 38.68%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,913
shares
|
$2.57 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,896
shares
|
$2.56 Million
1.07% of portfolio
|
Q2 2025
Added 32.35%
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,890
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|