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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,030
shares
|
$732,669
0.19% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
4,952
shares
|
$721,308
0.04% of portfolio
|
Q1 2025
Added 83.54%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,898
shares
|
$713,442
0.46% of portfolio
|
Q1 2025
Added 47.75%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
4,600
shares
|
$670,036
0.28% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
4,554
shares
|
$663,335
0.45% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$662,753
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
4,528
shares
|
$659,548
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,519
shares
|
$658,237
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$657,946
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,481
shares
|
$652,702
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$596,914
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,985
shares
|
$580,455
0.04% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,943
shares
|
$574,337
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,929
shares
|
$572,298
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,925
shares
|
$571,715
0.14% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,700
shares
|
$538,942
0.02% of portfolio
|
Q1 2025
Reduced 32.73%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,564
shares
|
$519,132
0.01% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,519
shares
|
$512,577
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$509,810
0.0% of portfolio
|
Q1 2025
Reduced 75.52%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
3,422
shares
|
$498,448
0.0% of portfolio
|
Q1 2025
Reduced 64.79%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,255
shares
|
$474,123
0.09% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
3,193
shares
|
$465,092
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,156
shares
|
$459,702
0.24% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,962
shares
|
$431,444
0.09% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$428,823
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|