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 |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
606
shares
|
$167,286
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
567
shares
|
$156,520
0.02% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
554
shares
|
$152,931
0.0% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
535
shares
|
$147,686
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
512
shares
|
$141,337
0.01% of portfolio
|
Q3 2025
Added 333.9%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
508
shares
|
$140,233
0.01% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
500
shares
|
$138,025
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
499
shares
|
$137,748
0.01% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
451
shares
|
$124,498
0.01% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
450
shares
|
$124,222
0.01% of portfolio
|
Q3 2025
Reduced 65.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
433
shares
|
$119,529
0.0% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
429
shares
|
$118,425
0.02% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
426
shares
|
$117,597
0.0% of portfolio
|
Q4 2025
Reduced 40.5%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
419
shares
|
$115,664
0.0% of portfolio
|
Q1 2025
Reduced 54.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
415
shares
|
$114,560
0.02% of portfolio
|
Q4 2024
Reduced 41.96%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
410
shares
|
$113,180
0.01% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
407
shares
|
$112,352
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
392
shares
|
$108,211
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
375
shares
|
$103,518
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
363
shares
|
$100,206
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
359
shares
|
$99,101
0.0% of portfolio
|
Q3 2025
Reduced 31.09%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
348
shares
|
$96,065
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
344
shares
|
$94,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
337
shares
|
$93,028
0.03% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
307
shares
|
$84,747
0.03% of portfolio
|
Q1 2025
New holding
|
|