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 |
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
31,145
shares
|
$6.67 Million
2.68% of portfolio
|
Q1 2025
Reduced 54.22%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
30,990
shares
|
$6.64 Million
3.98% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
30,279
shares
|
$6.48 Million
5.99% of portfolio
|
Q3 2022
Reduced 0.92%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
29,706
shares
|
$6.36 Million
3.37% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
29,606
shares
|
$6.34 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
28,137
shares
|
$6.03 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
27,845
shares
|
$5.96 Million
0.07% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
27,820
shares
|
$5.96 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
27,273
shares
|
$5.84 Million
2.16% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
27,002
shares
|
$5.78 Million
0.47% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
26,471
shares
|
$5.67 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
25,696
shares
|
$5.5 Million
1.06% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
25,240
shares
|
$5.41 Million
1.03% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
25,160
shares
|
$5.39 Million
1.52% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
24,851
shares
|
$5.32 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,375
shares
|
$5.22 Million
2.61% of portfolio
|
Q2 2023
Reduced 47.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
23,912
shares
|
$5.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
23,452
shares
|
$5.02 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,061
shares
|
$4.94 Million
0.5% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
23,050
shares
|
$4.94 Million
0.41% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
22,093
shares
|
$4.73 Million
2.68% of portfolio
|
Q1 2025
Added 112.19%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
21,951
shares
|
$4.7 Million
0.72% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
21,694
shares
|
$4.65 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
21,564
shares
|
$4.62 Million
0.12% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,469
shares
|
$4.6 Million
0.14% of portfolio
|
Q1 2025
Added 4.5%
|