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 |
|---|---|---|---|---|---|
|
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
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
299
shares
|
$82,538
0.0% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
266
shares
|
$73,429
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
257
shares
|
$70,944
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
247
shares
|
$68,184
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
244
shares
|
$67,356
0.01% of portfolio
|
Q3 2025
Reduced 59.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
226
shares
|
$62,387
0.02% of portfolio
|
Q3 2025
Added 545.71%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
216
shares
|
$59,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
207
shares
|
$57,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
194
shares
|
$53,553
0.0% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
189
shares
|
$52,173
0.03% of portfolio
|
Q3 2024
Added 78.3%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
188
shares
|
$51,897
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
188
shares
|
$51,897
0.02% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
185
shares
|
$51,069
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
185
shares
|
$51,069
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
180
shares
|
$49,689
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
179
shares
|
$49,412
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
166
shares
|
$45,824
0.02% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
158
shares
|
$43,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
142
shares
|
$39,199
0.0% of portfolio
|
Q3 2025
Added 49.47%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
141
shares
|
$38,923
0.01% of portfolio
|
Q3 2025
Added 907.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
135
shares
|
$37,266
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
135
shares
|
$37,266
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
126
shares
|
$34,782
0.0% of portfolio
|
Q3 2025
New holding
|
|