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 |
|
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%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
21,174
shares
|
$4.53 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
21,032
shares
|
$4.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
20,462
shares
|
$4.38 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
20,401
shares
|
$4.37 Million
3.2% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
20,300
shares
|
$4.35 Million
0.29% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
20,280
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
Added 354.4%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
20,159
shares
|
$4.32 Million
2.78% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
19,642
shares
|
$4.21 Million
1.48% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
19,467
shares
|
$4.17 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
18,797
shares
|
$4.03 Million
0.41% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$4.01 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
May 09, 2025 Q1 2025 |
18,738
shares
|
$4.01 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,543
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 34.89%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
18,540
shares
|
$3.97 Million
0.26% of portfolio
|
Q1 2025
Added 888.8%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
18,386
shares
|
$3.94 Million
4.36% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
18,297
shares
|
$3.92 Million
3.27% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,053
shares
|
$3.87 Million
0.11% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
18,051
shares
|
$3.87 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
17,795
shares
|
$3.81 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,709
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,507
shares
|
$3.75 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,408
shares
|
$3.73 Million
0.25% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,079
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.57%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
16,524
shares
|
$3.54 Million
0.01% of portfolio
|
Q1 2025
Added 6.0%
|