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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
10,765
shares
|
$2.97 Million
9.12% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
10,756
shares
|
$2.97 Million
2.99% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,528
shares
|
$2.91 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
10,502
shares
|
$2.9 Million
0.1% of portfolio
|
Q4 2025
Added 4.29%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
10,290
shares
|
$2.84 Million
3.29% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,247
shares
|
$2.83 Million
0.14% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,206
shares
|
$2.82 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
10,125
shares
|
$2.8 Million
0.1% of portfolio
|
Q4 2025
Added 28.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,078
shares
|
$2.78 Million
0.06% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
10,069
shares
|
$2.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,039
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,913
shares
|
$2.74 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
9,806
shares
|
$2.71 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,706
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,547
shares
|
$2.64 Million
0.16% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
9,524
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,470
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Added 76.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
9,400
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,352
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2025
Added 26.14%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,339
shares
|
$2.58 Million
1.02% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
9,147
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,950
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,826
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
8,789
shares
|
$2.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
8,701
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2025
Added 2.02%
|
|