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 216 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
690,954
shares
|
$110 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
615,837
shares
|
$97.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
553,806
shares
|
$87.8 Million
7.96% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
531,477
shares
|
$84.2 Million
11.19% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
376,570
shares
|
$59.7 Million
12.18% of portfolio
|
Q2 2025
Added 104.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
359,193
shares
|
$56.9 Million
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
309,665
shares
|
$49.1 Million
0.18% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
265,185
shares
|
$42 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
239,874
shares
|
$38 Million
16.76% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,310
shares
|
$34.9 Million
2.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
207,352
shares
|
$32.9 Million
1.84% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
204,525
shares
|
$32.4 Million
14.26% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
204,097
shares
|
$32.3 Million
2.69% of portfolio
|
Q2 2025
Added 437.01%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
179,041
shares
|
$28.4 Million
11.15% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
168,246
shares
|
$26.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
134,450
shares
|
$21.3 Million
2.84% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
134,450
shares
|
$21.3 Million
2.97% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
126,428
shares
|
$20 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
121,728
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
102,991
shares
|
$16.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 59.26%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
100,108
shares
|
$15.9 Million
7.56% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
95,073
shares
|
$15.1 Million
3.38% of portfolio
|
Q2 2025
Added 70.76%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
93,461
shares
|
$14.8 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
93,113
shares
|
$14.8 Million
3.84% of portfolio
|
Q2 2025
Reduced 50.86%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
92,960
shares
|
$14.7 Million
2.74% of portfolio
|
Q2 2025
Added 0.21%
|