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 546 institutions that hold shares in the stock, with a total of 50.2 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,655
shares
|
$400,923
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
1,638
shares
|
$396,805
0.05% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
1,634
shares
|
$395,836
0.11% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,607
shares
|
$389,295
0.08% of portfolio
|
Q4 2024
Reduced 16.74%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,589
shares
|
$384,935
0.13% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,564
shares
|
$378,879
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,533
shares
|
$371,369
0.01% of portfolio
|
Q2 2020
Added 45.42%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
1,530
shares
|
$370,642
0.15% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,530
shares
|
$370,642
0.02% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,527
shares
|
$369,915
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
1,527
shares
|
$369,915
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
1,501
shares
|
$363,617
0.06% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,445
shares
|
$350,051
14.99% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,442
shares
|
$349,324
0.03% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
1,435
shares
|
$347,628
0.19% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
1,435
shares
|
$347,628
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,433
shares
|
$347,144
0.0% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
1,421
shares
|
$344,237
0.08% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,419
shares
|
$343,752
0.13% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,416
shares
|
$343,026
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,414
shares
|
$342,541
0.04% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
1,412
shares
|
$342,057
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,411
shares
|
$341,814
0.0% of portfolio
|
Q2 2024
Added 11.81%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,410
shares
|
$341,572
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$339,150
0.18% of portfolio
|
Q4 2023
New holding
|