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 166 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,854
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
7,126
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,891
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
6,434
shares
|
$939,364
0.09% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,425
shares
|
$938,050
0.01% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,332
shares
|
$924,472
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
6,285
shares
|
$917,610
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,245
shares
|
$911,770
0.19% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$876,000
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,865
shares
|
$856,290
0.08% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
5,697
shares
|
$831,762
0.05% of portfolio
|
Q3 2024
Reduced 66.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,660
shares
|
$826,360
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,500
shares
|
$803,000
0.05% of portfolio
|
Q3 2022
Reduced 17.91%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
4,917
shares
|
$717,882
0.3% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
4,901
shares
|
$715,546
0.42% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,750
shares
|
$693,500
0.0% of portfolio
|
Q3 2024
Reduced 53.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,722
shares
|
$689,412
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,714
shares
|
$688,244
0.04% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$664,300
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$659,482
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,243
shares
|
$619,478
0.03% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,171
shares
|
$608,966
0.26% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
4,135
shares
|
$603,710
0.13% of portfolio
|
Q2 2024
Reduced 16.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,124
shares
|
$602,104
0.0% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,110
shares
|
$600,060
0.0% of portfolio
|
Q3 2024
Reduced 10.32%
|