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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
28,493
shares
|
$4.15 Million
0.02% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
27,296
shares
|
$3.98 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26,741
shares
|
$3.9 Million
0.3% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
26,502
shares
|
$3.86 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
24,731
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2025
Added 62.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
24,564
shares
|
$3.58 Million
0.08% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
24,483
shares
|
$3.57 Million
0.72% of portfolio
|
Q4 2024
Reduced 71.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
24,365
shares
|
$3.55 Million
0.04% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,853
shares
|
$3.47 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
23,649
shares
|
$3.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,445
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
19,830
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
19,053
shares
|
$2.78 Million
0.75% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
18,816
shares
|
$2.74 Million
0.1% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
18,753
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Added 225.54%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
18,578
shares
|
$2.71 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,962
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 67.71%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
17,253
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
17,045
shares
|
$2.48 Million
0.27% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,520
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
16,054
shares
|
$2.34 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
14,778
shares
|
$2.15 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
14,435
shares
|
$2.1 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,266
shares
|
$2.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 76.7%
|