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 671 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 |
|---|---|---|---|---|---|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
74,062
shares
|
$20.4 Million
12.01% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
72,640
shares
|
$20.1 Million
4.45% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
71,199
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
71,144
shares
|
$19.6 Million
9.6% of portfolio
|
Q3 2025
Added 109.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
65,327
shares
|
$18 Million
0.51% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
63,515
shares
|
$17.5 Million
8.3% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
62,519
shares
|
$17.3 Million
6.74% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
62,354
shares
|
$17.2 Million
10.43% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
60,795
shares
|
$16.8 Million
1.03% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
60,426
shares
|
$16.7 Million
3.75% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
59,782
shares
|
$16.5 Million
1.58% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
58,593
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,338
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 32.44%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
58,173
shares
|
$16.1 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
57,595
shares
|
$15.9 Million
0.12% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
56,997
shares
|
$15.7 Million
0.52% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
54,884
shares
|
$15.2 Million
0.94% of portfolio
|
Q3 2025
Reduced 51.54%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
52,045
shares
|
$14.4 Million
0.77% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
52,003
shares
|
$14.4 Million
5.68% of portfolio
|
Q3 2025
Added 179.96%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
51,053
shares
|
$14.1 Million
4.97% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
50,981
shares
|
$14.1 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
50,797
shares
|
$14 Million
2.05% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
50,788
shares
|
$14 Million
0.49% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
50,746
shares
|
$14 Million
0.63% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
50,736
shares
|
$14 Million
6.4% of portfolio
|
Q3 2024
Added 1.28%
|
|