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 602 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
378,754
shares
|
$81.1 Million
0.11% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
361,190
shares
|
$77.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
339,988
shares
|
$72.8 Million
0.84% of portfolio
|
Q4 2024
Added 1532.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
334,273
shares
|
$71.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
306,635
shares
|
$65.7 Million
26.44% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
296,900
shares
|
$63.6 Million
0.17% of portfolio
|
Q4 2024
Added 24.91%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
270,709
shares
|
$58 Million
8.89% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
243,475
shares
|
$52.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
235,202
shares
|
$50.4 Million
5.82% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
230,984
shares
|
$49.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
226,215
shares
|
$48.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
225,629
shares
|
$48.3 Million
9.24% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
217,277
shares
|
$46.5 Million
2.8% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
204,727
shares
|
$43.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
195,904
shares
|
$42 Million
1.87% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
195,535
shares
|
$41.9 Million
12.94% of portfolio
|
Q1 2025
Added 207.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
189,905
shares
|
$40.7 Million
0.28% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
168,212
shares
|
$36 Million
0.07% of portfolio
|
Q1 2025
Reduced 42.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
162,735
shares
|
$34.9 Million
0.86% of portfolio
|
Q4 2024
Added 1478.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
158,168
shares
|
$33.9 Million
0.12% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
154,832
shares
|
$33.2 Million
0.57% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
145,439
shares
|
$31.1 Million
0.19% of portfolio
|
Q1 2025
Added 59.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
136,644
shares
|
$29.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
134,367
shares
|
$28.8 Million
0.5% of portfolio
|
Q1 2025
Reduced 35.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
131,277
shares
|
$28.1 Million
2.4% of portfolio
|
Q1 2025
Added 3.63%
|