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 672 institutions that hold shares in the stock, with a total of 55 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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,944,979
shares
|
$1.64 Billion
3.41% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,943,258
shares
|
$1.64 Billion
4.0% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,793,792
shares
|
$1.32 Billion
5.5% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,577,231
shares
|
$1.26 Billion
22.42% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,180,008
shares
|
$878 Million
0.21% of portfolio
|
Q3 2025
Added 32.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,388,164
shares
|
$659 Million
0.2% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,112,677
shares
|
$583 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,460,755
shares
|
$403 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,327,228
shares
|
$366 Million
0.11% of portfolio
|
Q3 2025
Added 231.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,306,536
shares
|
$361 Million
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
938,911
shares
|
$259 Million
0.33% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
718,537
shares
|
$198 Million
0.04% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
673,690
shares
|
$186 Million
8.67% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
625,759
shares
|
$173 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
582,910
shares
|
$161 Million
0.22% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
Oct 14, 2025 Q3 2025 |
572,205
shares
|
$158 Million
21.98% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
570,480
shares
|
$157 Million
0.23% of portfolio
|
Q3 2025
Added 51.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
501,116
shares
|
$138 Million
2.7% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
495,999
shares
|
$137 Million
0.05% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
472,601
shares
|
$130 Million
0.41% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
442,840
shares
|
$122 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
441,664
shares
|
$122 Million
16.62% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
435,847
shares
|
$120 Million
8.99% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
417,107
shares
|
$115 Million
0.14% of portfolio
|
Q3 2025
Added 130.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
413,003
shares
|
$114 Million
0.33% of portfolio
|
Q3 2025
Reduced 18.35%
|
|