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 205 institutions that hold shares in the stock, with a total of 8.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
73,374
shares
|
$10.7 Million
5.64% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
69,073
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
64,604
shares
|
$9.41 Million
0.0% of portfolio
|
Q1 2025
Added 40.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$9.05 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
61,679
shares
|
$8.98 Million
0.04% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
61,679
shares
|
$8.98 Million
0.14% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
58,979
shares
|
$8.59 Million
3.53% of portfolio
|
Q1 2025
Added 26.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
58,752
shares
|
$8.56 Million
0.0% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
55,678
shares
|
$8.11 Million
1.88% of portfolio
|
Q1 2025
Added 103.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
53,827
shares
|
$7.84 Million
0.0% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
53,278
shares
|
$7.76 Million
3.51% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
50,694
shares
|
$7.38 Million
0.01% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
48,786
shares
|
$7.11 Million
0.01% of portfolio
|
Q1 2025
Added 345.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
48,303
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2025
Added 51.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
48,074
shares
|
$7 Million
0.28% of portfolio
|
Q1 2025
Reduced 43.29%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
46,299
shares
|
$6.74 Million
2.24% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,814
shares
|
$5.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
40,000
shares
|
$5.83 Million
0.01% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
39,164
shares
|
$5.7 Million
5.61% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
38,453
shares
|
$5.6 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
38,006
shares
|
$5.54 Million
0.59% of portfolio
|
Q4 2024
Reduced 32.41%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
37,911
shares
|
$5.52 Million
2.35% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
32,356
shares
|
$4.71 Million
0.0% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,800
shares
|
$4.49 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
29,484
shares
|
$4.29 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.5%
|