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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,940
shares
|
$428,240
0.0% of portfolio
|
Q1 2025
Added 111.51%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
2,938
shares
|
$427,949
0.35% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$420,229
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,792
shares
|
$406,682
0.01% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
2,713
shares
|
$395,175
0.07% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,586
shares
|
$376,676
0.02% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
2,500
shares
|
$364,150
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$352,205
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
2,418
shares
|
$352,205
0.3% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,380
shares
|
$346,670
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
2,353
shares
|
$342,737
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,275
shares
|
$331,376
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
2,255
shares
|
$328,463
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
2,250
shares
|
$327,735
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,220
shares
|
$323,365
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,198
shares
|
$320,160
0.01% of portfolio
|
Q1 2025
Added 55.89%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,065
shares
|
$300,787
0.19% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$291,320
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,906
shares
|
$277,627
0.01% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
1,880
shares
|
$273,840
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
1,825
shares
|
$265,829
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,810
shares
|
$263,644
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,805
shares
|
$262,916
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,801
shares
|
$262,333
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,700
shares
|
$247,622
0.0% of portfolio
|
Q1 2025
New holding
|