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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,795
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,760
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 36.88%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
3,699
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,664
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,657
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,639
shares
|
$1 Million
0.37% of portfolio
|
Q4 2022
Reduced 6.64%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,627
shares
|
$1 Million
0.01% of portfolio
|
Q4 2025
Reduced 70.04%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,610
shares
|
$996,540
0.11% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
3,610
shares
|
$996,540
0.58% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,596
shares
|
$992,675
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,591
shares
|
$991,295
0.02% of portfolio
|
Q4 2023
Added 76.12%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
3,564
shares
|
$983,842
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,547
shares
|
$979,149
0.03% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,506
shares
|
$967,831
0.01% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,498
shares
|
$965,622
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,451
shares
|
$952,648
0.08% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
3,441
shares
|
$949,888
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,433
shares
|
$947,679
0.42% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,430
shares
|
$946,851
0.0% of portfolio
|
Q3 2025
Added 852.78%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,394
shares
|
$936,913
0.1% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
3,379
shares
|
$932,772
0.67% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,335
shares
|
$920,626
0.02% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
3,335
shares
|
$920,626
0.54% of portfolio
|
Q3 2025
Reduced 60.19%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,268
shares
|
$902,131
0.03% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,253
shares
|
$897,990
0.17% of portfolio
|
Q3 2025
Reduced 2.22%
|
|