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 |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$950,940
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,689
shares
|
$901,649
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
5,659
shares
|
$896,894
0.11% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,418
shares
|
$858,698
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5,157
shares
|
$817,332
0.01% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,030
shares
|
$797,204
0.19% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,898
shares
|
$776,284
0.46% of portfolio
|
Q1 2025
Added 47.75%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
4,600
shares
|
$729,054
0.3% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,559
shares
|
$722,555
0.04% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$721,129
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
4,525
shares
|
$717,167
0.27% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$715,899
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,264
shares
|
$675,801
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,124
shares
|
$653,612
0.07% of portfolio
|
Q2 2025
Reduced 36.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$649,492
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,028
shares
|
$638,397
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,929
shares
|
$622,707
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,925
shares
|
$622,073
0.14% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,519
shares
|
$557,726
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,446
shares
|
$546,156
0.19% of portfolio
|
Q2 2025
Reduced 46.16%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
3,427
shares
|
$543,145
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,372
shares
|
$534,428
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,226
shares
|
$511,288
0.01% of portfolio
|
Q2 2025
Added 45.32%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,157
shares
|
$500,352
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
3,144
shares
|
$498,292
0.05% of portfolio
|
Q2 2025
Reduced 1.53%
|