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 |
|---|---|---|---|---|---|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
14,267
shares
|
$2.26 Million
1.73% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,229
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
13,919
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,855
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.39%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
13,635
shares
|
$2.16 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
12,897
shares
|
$2.04 Million
0.51% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
12,360
shares
|
$1.96 Million
0.08% of portfolio
|
Q2 2025
Added 213.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,182
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2022
Added 2.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,670
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,457
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
11,158
shares
|
$1.77 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,492
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,467
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
9,075
shares
|
$1.44 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,000
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,773
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,575
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
8,331
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
7,875
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Added 59.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,334
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,126
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
7,019
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
6,814
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,735
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 673400.0%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
6,564
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Added 6.96%
|