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 567 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,349
shares
|
$321,453
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
1,347
shares
|
$320,976
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,328
shares
|
$316,449
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,317
shares
|
$313,827
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
1,288
shares
|
$306,917
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,282
shares
|
$305,487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
1,271
shares
|
$302,866
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
1,269
shares
|
$302,390
0.08% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,255
shares
|
$299,053
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$295,479
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,239
shares
|
$295,241
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
1,238
shares
|
$295,003
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,218
shares
|
$290,237
0.09% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,203
shares
|
$286,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$285,948
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,183
shares
|
$281,897
0.02% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
1,178
shares
|
$280,705
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,153
shares
|
$274,748
0.07% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$274,033
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
1,108
shares
|
$264,025
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,092
shares
|
$260,212
0.0% of portfolio
|
Q3 2024
Reduced 65.17%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
1,090
shares
|
$259,736
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
1,080
shares
|
$257,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
1,079
shares
|
$257,114
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,076
shares
|
$256,400
0.02% of portfolio
|
Q4 2024
Reduced 55.65%
|