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 |
|---|---|---|---|---|---|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
13,915
shares
|
$2.03 Million
0.95% of portfolio
|
Q1 2025
Added 33.58%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
13,797
shares
|
$2.01 Million
0.18% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,453
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
13,215
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,349
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,185
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,182
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2022
Added 2.49%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,728
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 144.33%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
11,352
shares
|
$1.65 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
10,853
shares
|
$1.58 Million
0.37% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,356
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,922
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
8,827
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,519
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,126
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
6,833
shares
|
$995,294
0.19% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
6,578
shares
|
$958,151
0.09% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,535
shares
|
$951,888
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
6,401
shares
|
$932,369
0.34% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,137
shares
|
$893,915
0.07% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,056
shares
|
$882,116
0.01% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,000
shares
|
$873,960
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,824
shares
|
$848,323
0.12% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,686
shares
|
$828,222
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,417
shares
|
$789,040
0.06% of portfolio
|
Q1 2025
Reduced 7.2%
|