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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
24,788
shares
|
$3.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,731
shares
|
$3.92 Million
0.02% of portfolio
|
Q1 2025
Added 62.31%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
24,483
shares
|
$3.88 Million
0.72% of portfolio
|
Q4 2024
Reduced 71.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
24,455
shares
|
$3.88 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
24,156
shares
|
$3.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,912
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.83%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,853
shares
|
$3.78 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
23,773
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,694
shares
|
$3.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.86%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
22,043
shares
|
$3.49 Million
0.93% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
21,072
shares
|
$3.34 Million
0.36% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
19,734
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
19,588
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
19,353
shares
|
$3.07 Million
0.1% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
18,986
shares
|
$3.01 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18,889
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
18,773
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
18,738
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,856
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
17,000
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,757
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.31%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,310
shares
|
$2.43 Million
1.02% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
14,716
shares
|
$2.33 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,670
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
14,505
shares
|
$2.3 Million
0.1% of portfolio
|
Q2 2025
Added 9.76%
|