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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
8,701
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
8,437
shares
|
$2.33 Million
0.92% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
8,353
shares
|
$2.31 Million
1.95% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
8,135
shares
|
$2.25 Million
1.89% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$2.22 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,954
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
7,952
shares
|
$2.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
7,949
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,879
shares
|
$2.17 Million
0.17% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,859
shares
|
$2.17 Million
0.24% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
7,761
shares
|
$2.14 Million
0.4% of portfolio
|
Q4 2025
Reduced 4.09%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,650
shares
|
$2.11 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,611
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,549
shares
|
$2.08 Million
0.19% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
7,549
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,516
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
7,496
shares
|
$2.07 Million
0.15% of portfolio
|
Q4 2025
Reduced 9.48%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
7,429
shares
|
$2.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,417
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
7,372
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,361
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
7,338
shares
|
$2.03 Million
0.33% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
7,332
shares
|
$2.02 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
7,206
shares
|
$1.99 Million
0.27% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
7,164
shares
|
$1.98 Million
0.58% of portfolio
|
Q4 2025
Added 5.4%
|
|