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 217 institutions that hold shares in the stock, with a total of 8.33 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
84,352
shares
|
$14 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
77,744
shares
|
$12.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
73,199
shares
|
$12.1 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
62,014
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
62,014
shares
|
$10.3 Million
0.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
58,623
shares
|
$9.73 Million
0.02% of portfolio
|
Q2 2025
Added 210.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,278
shares
|
$9.17 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
54,587
shares
|
$9.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
47,353
shares
|
$7.86 Million
2.97% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
44,558
shares
|
$7.39 Million
2.28% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
40,686
shares
|
$6.75 Million
0.07% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,600
shares
|
$6.74 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
40,347
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.08%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
38,352
shares
|
$6.36 Million
2.69% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,925
shares
|
$6.29 Million
0.23% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
37,911
shares
|
$6.29 Million
2.35% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
37,077
shares
|
$6.15 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
36,466
shares
|
$6.05 Million
0.06% of portfolio
|
Q2 2025
Added 923.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
29,252
shares
|
$4.85 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
27,735
shares
|
$4.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
27,186
shares
|
$4.51 Million
0.05% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,052
shares
|
$4.16 Million
0.09% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
24,961
shares
|
$4.14 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.25%
|