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 |
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
130,423
shares
|
$27.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
123,004
shares
|
$26.3 Million
7.35% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
121,204
shares
|
$26 Million
0.84% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
114,850
shares
|
$24.6 Million
2.58% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
112,425
shares
|
$24.1 Million
7.63% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
112,230
shares
|
$24 Million
0.02% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
111,972
shares
|
$24 Million
0.41% of portfolio
|
Q4 2024
Added 2193.57%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$22.3 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
103,440
shares
|
$22.2 Million
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
102,914
shares
|
$22 Million
0.0% of portfolio
|
Q1 2025
Added 77.45%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
102,748
shares
|
$22 Million
16.33% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
101,901
shares
|
$21.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
101,012
shares
|
$21.6 Million
11.73% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
89,526
shares
|
$19.2 Million
0.29% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
87,726
shares
|
$18.8 Million
7.47% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
86,862
shares
|
$18.6 Million
13.43% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
81,927
shares
|
$17.5 Million
0.28% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
80,004
shares
|
$17.1 Million
5.44% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,398
shares
|
$17 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
76,308
shares
|
$16.3 Million
12.73% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,675
shares
|
$16.2 Million
0.0% of portfolio
|
Q1 2025
Added 54.43%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
73,444
shares
|
$15.7 Million
6.34% of portfolio
|
Q1 2025
Added 75.55%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
72,567
shares
|
$15.5 Million
3.41% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
68,875
shares
|
$14.8 Million
3.86% of portfolio
|
Q1 2025
Added 41.92%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
68,712
shares
|
$14.7 Million
1.96% of portfolio
|
Q4 2024
Added 55.88%
|