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 |
|---|---|---|---|---|---|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
22,792
shares
|
$6.29 Million
2.1% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
22,651
shares
|
$6.25 Million
3.34% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,590
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
22,581
shares
|
$6.23 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
22,267
shares
|
$6.15 Million
0.77% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22,082
shares
|
$6.1 Million
0.15% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
21,720
shares
|
$6 Million
0.36% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
21,719
shares
|
$6 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
21,501
shares
|
$5.94 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
21,424
shares
|
$5.91 Million
0.13% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
21,389
shares
|
$5.9 Million
0.25% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,146
shares
|
$5.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 93.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,935
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2025
Added 128.72%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
20,507
shares
|
$5.66 Million
0.33% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
20,323
shares
|
$5.61 Million
3.65% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
20,220
shares
|
$5.58 Million
1.49% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
20,183
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
20,006
shares
|
$5.52 Million
0.07% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
19,467
shares
|
$5.37 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
19,394
shares
|
$5.35 Million
3.39% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,342
shares
|
$5.34 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
19,204
shares
|
$5.3 Million
0.14% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
19,109
shares
|
$5.28 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
18,750
shares
|
$5.18 Million
3.61% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
18,738
shares
|
$5.17 Million
1.3% of portfolio
|
Q4 2020
New holding
|
|