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 670 institutions that hold shares in the stock, with a total of 55.1 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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
1,169
shares
|
$322,702
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
1,158
shares
|
$319,665
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
1,154
shares
|
$318,561
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jan 16, 2026 Q4 2025 |
1,142
shares
|
$315,249
0.26% of portfolio
|
Q4 2025
Reduced 31.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,137
shares
|
$313,868
0.01% of portfolio
|
Q3 2025
Reduced 32.56%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
1,136
shares
|
$313,592
0.05% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
1,131
shares
|
$312,212
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,116
shares
|
$308,071
0.02% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
1,114
shares
|
$307,519
0.01% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
1,112
shares
|
$306,967
0.03% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,104
shares
|
$304,759
0.02% of portfolio
|
Q3 2025
Added 61.64%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
1,100
shares
|
$303,655
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
1,100
shares
|
$303,655
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,070
shares
|
$295,373
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
1,065
shares
|
$293,993
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
1,064
shares
|
$293,717
0.15% of portfolio
|
Q2 2025
Reduced 43.1%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,053
shares
|
$290,680
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,030
shares
|
$284,331
0.0% of portfolio
|
Q3 2025
Added 41.68%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,027
shares
|
$283,503
0.06% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
1,023
shares
|
$282,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,023
shares
|
$282,399
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,013
shares
|
$279,638
0.01% of portfolio
|
Q1 2025
Reduced 28.61%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
1,013
shares
|
$279,638
0.03% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,005
shares
|
$277,430
0.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
999
shares
|
$275,773
0.24% of portfolio
|
Q2 2025
Reduced 3.57%
|
|