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 199 institutions that hold shares in the stock, with a total of 8.09 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,627
shares
|
$774,162
0.0% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$756,690
0.06% of portfolio
|
Q3 2022
Reduced 17.91%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,179
shares
|
$712,526
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
4,886
shares
|
$672,215
0.31% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,815
shares
|
$662,447
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,800
shares
|
$660,384
0.0% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,722
shares
|
$649,652
0.0% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$625,989
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
4,523
shares
|
$622,274
0.29% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$621,448
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,474
shares
|
$615,532
0.04% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
4,449
shares
|
$612,093
0.38% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,408
shares
|
$606,452
0.04% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$563,802
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,965
shares
|
$545,504
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,929
shares
|
$540,551
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
3,872
shares
|
$532,709
0.44% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,519
shares
|
$484,144
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
3,267
shares
|
$449,473
0.1% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
3,193
shares
|
$439,292
0.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,155
shares
|
$434,064
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,962
shares
|
$407,511
0.1% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$405,035
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$396,918
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,792
shares
|
$384,123
0.01% of portfolio
|
Q3 2024
Added 26.56%
|