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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
2,684
shares
|
$740,918
0.18% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,622
shares
|
$723,803
0.06% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,610
shares
|
$720,490
0.03% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
2,538
shares
|
$700,614
0.42% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,527
shares
|
$697,578
0.23% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
2,521
shares
|
$695,922
0.19% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
2,512
shares
|
$693,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,504
shares
|
$691,229
0.26% of portfolio
|
Q3 2025
Added 91.88%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
2,466
shares
|
$680,739
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,453
shares
|
$677,150
0.06% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
2,450
shares
|
$676,322
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,442
shares
|
$674,114
0.05% of portfolio
|
Q3 2025
Reduced 84.23%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,436
shares
|
$672,457
0.02% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
2,411
shares
|
$665,556
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,405
shares
|
$663,900
0.02% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,384
shares
|
$658,103
0.02% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,372
shares
|
$654,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
2,345
shares
|
$647,337
0.48% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,338
shares
|
$645,404
0.22% of portfolio
|
Q1 2023
Reduced 10.9%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,299
shares
|
$634,638
0.03% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
2,299
shares
|
$634,638
0.31% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
2,281
shares
|
$629,670
0.04% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,272
shares
|
$627,185
0.11% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,266
shares
|
$625,529
0.03% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,206
shares
|
$608,966
0.0% of portfolio
|
Q3 2025
New holding
|
|