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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
25,751
shares
|
$3.52 Million
0.31% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
24,483
shares
|
$3.35 Million
0.72% of portfolio
|
Q4 2024
Reduced 71.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,853
shares
|
$3.26 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
23,798
shares
|
$3.25 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
23,796
shares
|
$3.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,339
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
23,006
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
22,944
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
22,034
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 58.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,247
shares
|
$2.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
19,250
shares
|
$2.63 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
19,053
shares
|
$2.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
18,731
shares
|
$2.56 Million
0.11% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
18,644
shares
|
$2.55 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
16,830
shares
|
$2.3 Million
0.46% of portfolio
|
Q4 2024
Added 56.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,791
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
16,054
shares
|
$2.19 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,237
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 69.19%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
14,847
shares
|
$2.03 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,300
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,312
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
13,215
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,695
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Added 10.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,182
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2022
Added 2.49%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
11,352
shares
|
$1.55 Million
0.89% of portfolio
|
Q3 2024
New holding
|