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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
91,536
shares
|
$14.5 Million
6.93% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
85,163
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Added 23.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
77,744
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
74,353
shares
|
$11.8 Million
5.9% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
73,466
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 50.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$9.85 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
62,014
shares
|
$9.83 Million
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
62,014
shares
|
$9.83 Million
0.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,278
shares
|
$8.76 Million
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
54,587
shares
|
$8.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
47,353
shares
|
$7.5 Million
2.97% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
44,558
shares
|
$7.06 Million
2.28% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,600
shares
|
$6.43 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
38,418
shares
|
$6.09 Million
2.68% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,925
shares
|
$6.01 Million
0.23% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
37,914
shares
|
$6.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.76%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
37,911
shares
|
$6.01 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
|
$5.88 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
36,466
shares
|
$5.78 Million
0.06% of portfolio
|
Q2 2025
Added 923.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
29,252
shares
|
$4.64 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
29,227
shares
|
$4.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
27,186
shares
|
$4.31 Million
0.05% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
25,277
shares
|
$4.01 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,052
shares
|
$3.97 Million
0.09% of portfolio
|
Q2 2025
Added 1.99%
|