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 |
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
68,547
shares
|
$14.7 Million
6.28% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
67,478
shares
|
$14.5 Million
2.71% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
63,740
shares
|
$13.7 Million
6.42% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
61,184
shares
|
$13.1 Million
7.96% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
59,170
shares
|
$12.7 Million
8.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
58,925
shares
|
$12.6 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
58,786
shares
|
$12.6 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
57,334
shares
|
$12.3 Million
1.0% of portfolio
|
Q1 2025
Added 2559.28%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
57,219
shares
|
$12.3 Million
1.54% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
56,785
shares
|
$12.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 63.12%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
55,841
shares
|
$12 Million
7.2% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
55,360
shares
|
$11.9 Million
3.29% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
54,250
shares
|
$11.6 Million
0.71% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
54,099
shares
|
$11.6 Million
1.31% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
53,020
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Added 82.82%
|
|
|
Williams Financial, LLC
Bennington, VT |
Apr 23, 2025 Q1 2025 |
52,043
shares
|
$11.1 Million
8.8% of portfolio
|
Q1 2025
Reduced 54.05%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
51,350
shares
|
$11 Million
0.65% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
51,027
shares
|
$10.9 Million
1.19% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$10.9 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
49,601
shares
|
$10.6 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
49,329
shares
|
$10.6 Million
0.13% of portfolio
|
Q1 2025
Added 28.31%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
48,945
shares
|
$10.5 Million
0.77% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
48,836
shares
|
$10.5 Million
0.81% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
47,820
shares
|
$10.2 Million
5.94% of portfolio
|
Q1 2025
Reduced 1.45%
|