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 199 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,888
shares
|
$8.32 Million
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
60,086
shares
|
$8.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 26.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
60,086
shares
|
$8.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
59,698
shares
|
$8.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
55,695
shares
|
$7.61 Million
3.88% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,222
shares
|
$7.27 Million
0.01% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
53,064
shares
|
$7.25 Million
0.0% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
51,201
shares
|
$7 Million
0.0% of portfolio
|
Q4 2024
Added 64.51%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
47,530
shares
|
$6.5 Million
2.36% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
46,629
shares
|
$6.37 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
45,838
shares
|
$6.26 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
42,200
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
41,614
shares
|
$5.69 Million
0.09% of portfolio
|
Q4 2024
Added 151.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,045
shares
|
$5.61 Million
0.01% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
40,795
shares
|
$5.58 Million
0.89% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
38,528
shares
|
$5.27 Million
2.75% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
36,303
shares
|
$4.96 Million
0.0% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,932
shares
|
$4.36 Million
0.0% of portfolio
|
Q4 2024
Added 277.67%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
31,420
shares
|
$4.29 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
30,552
shares
|
$4.18 Million
0.29% of portfolio
|
Q4 2024
Added 436.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
29,359
shares
|
$4.01 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
28,144
shares
|
$3.85 Million
0.25% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
27,331
shares
|
$3.74 Million
0.93% of portfolio
|
Q4 2024
Added 80.9%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
27,057
shares
|
$3.7 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.64%
|