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 217 institutions that hold shares in the stock, with a total of 8.33 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$478,679
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,860
shares
|
$474,531
0.09% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,859
shares
|
$474,365
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
2,750
shares
|
$456,279
0.09% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,744
shares
|
$455,284
0.04% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,713
shares
|
$450,140
0.03% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,617
shares
|
$434,212
0.0% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
2,500
shares
|
$414,799
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$401,194
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
2,417
shares
|
$401,028
0.26% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
2,416
shares
|
$400,862
0.05% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
2,414
shares
|
$400,530
0.32% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
2,380
shares
|
$394,889
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
2,275
shares
|
$377,468
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,255
shares
|
$374,149
0.09% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,255
shares
|
$374,149
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,210
shares
|
$366,683
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,209
shares
|
$366,517
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
2,114
shares
|
$350,754
0.09% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$331,840
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,949
shares
|
$323,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,937
shares
|
$321,387
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,919
shares
|
$318,400
0.02% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,811
shares
|
$300,481
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,805
shares
|
$299,485
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|