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 |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
47,357
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
46,048
shares
|
$9.86 Million
3.68% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
44,418
shares
|
$9.51 Million
2.78% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
44,357
shares
|
$9.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
43,460
shares
|
$9.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,456
shares
|
$9.31 Million
0.14% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
41,580
shares
|
$8.9 Million
2.98% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
41,158
shares
|
$8.81 Million
2.52% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
37,545
shares
|
$8.04 Million
0.68% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
36,581
shares
|
$7.83 Million
2.92% of portfolio
|
Q1 2025
Added 137.11%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
36,279
shares
|
$7.77 Million
4.19% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
36,101
shares
|
$7.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 66.52%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
35,060
shares
|
$7.51 Million
0.28% of portfolio
|
Q4 2024
Added 256.95%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
34,601
shares
|
$7.41 Million
3.7% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
34,417
shares
|
$7.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
34,264
shares
|
$7.34 Million
5.4% of portfolio
|
Q1 2025
Reduced 25.59%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
33,923
shares
|
$7.26 Million
2.46% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
33,838
shares
|
$7.25 Million
0.77% of portfolio
|
Q4 2024
Added 2154.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
33,073
shares
|
$7.08 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
32,819
shares
|
$7.03 Million
0.86% of portfolio
|
Q1 2025
Added 2685.99%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
32,797
shares
|
$7.02 Million
3.13% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
32,337
shares
|
$6.93 Million
5.81% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
32,068
shares
|
$6.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
32,044
shares
|
$6.86 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
31,799
shares
|
$6.81 Million
2.18% of portfolio
|
Q4 2024
Added 176.85%
|