Institutional Ownership Ishares Tr Russell 200 ETF (IWL)
This table provides information about the institutional ownership of Ishares Tr Russell 200 ETF (IWL). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,010,883
shares
|
$148 Million
13.68% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
742,829
shares
|
$108 Million
0.01% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
507,200
shares
|
$74.1 Million
9.92% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
412,485
shares
|
$60.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
377,317
shares
|
$55.1 Million
3.28% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
357,214
shares
|
$52.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
304,958
shares
|
$44.5 Million
0.02% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,310
shares
|
$32.2 Million
2.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
197,632
shares
|
$28.9 Million
6.39% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
178,416
shares
|
$26 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
153,655
shares
|
$22.4 Million
12.82% of portfolio
|
Q3 2024
Added 48.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
128,481
shares
|
$18.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
109,684
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
108,096
shares
|
$15.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
101,765
shares
|
$14.9 Million
7.64% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
91,652
shares
|
$13.4 Million
3.11% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
90,048
shares
|
$13.1 Million
6.87% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
89,404
shares
|
$13.1 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
85,788
shares
|
$12.5 Million
2.5% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
81,859
shares
|
$12 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
81,859
shares
|
$12 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
80,368
shares
|
$11.7 Million
6.05% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
77,009
shares
|
$11.2 Million
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
72,026
shares
|
$10.5 Million
3.52% of portfolio
|
Q3 2024
Added 256.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$9.07 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|