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 $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,789
shares
|
$395,842
0.06% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,698
shares
|
$382,927
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
2,554
shares
|
$362,489
0.1% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
2,435
shares
|
$345,599
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$343,186
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,415
shares
|
$342,760
0.0% of portfolio
|
Q4 2024
Reduced 41.44%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,380
shares
|
$337,793
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
2,353
shares
|
$333,961
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2,330
shares
|
$330,696
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,255
shares
|
$320,052
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,244
shares
|
$318,490
0.07% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,171
shares
|
$308,130
0.02% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,000
shares
|
$283,860
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,951
shares
|
$276,905
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,906
shares
|
$270,518
0.01% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$262,570
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,810
shares
|
$256,893
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,801
shares
|
$255,615
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,611
shares
|
$228,649
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,596
shares
|
$226,520
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,453
shares
|
$206,224
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,446
shares
|
$205,230
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
1,411
shares
|
$200,263
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,410
shares
|
$200,121
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,400
shares
|
$198,702
0.03% of portfolio
|
Q4 2024
New holding
|