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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
124,348
shares
|
$34.3 Million
0.3% of portfolio
|
Q3 2025
Added 548.83%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
121,002
shares
|
$33.4 Million
2.88% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
120,120
shares
|
$33.2 Million
0.3% of portfolio
|
Q2 2025
Added 142.17%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
119,680
shares
|
$33 Million
7.83% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
116,950
shares
|
$32.3 Million
8.63% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
115,835
shares
|
$32 Million
0.02% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
112,532
shares
|
$31.1 Million
0.32% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
109,420
shares
|
$30.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
109,086
shares
|
$30.1 Million
0.49% of portfolio
|
Q3 2025
Added 518.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
107,101
shares
|
$29.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.94%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
104,307
shares
|
$28.8 Million
0.38% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,916
shares
|
$28.7 Million
3.44% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
100,634
shares
|
$27.8 Million
7.84% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
98,834
shares
|
$27.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
97,518
shares
|
$26.9 Million
0.37% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
92,941
shares
|
$25.7 Million
0.13% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
85,959
shares
|
$23.7 Million
2.05% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
84,412
shares
|
$23.3 Million
8.68% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
84,050
shares
|
$23.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
83,945
shares
|
$23.2 Million
8.18% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
83,282
shares
|
$23 Million
6.14% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
82,197
shares
|
$22.7 Million
4.34% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
80,544
shares
|
$22.2 Million
0.04% of portfolio
|
Q3 2025
Added 185.11%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
79,522
shares
|
$22 Million
14.38% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
78,616
shares
|
$21.7 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.47%
|
|