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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$466,594
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
2,932
shares
|
$464,692
0.1% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$457,243
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,860
shares
|
$453,281
0.09% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,586
shares
|
$409,855
0.02% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,546
shares
|
$403,515
0.06% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,500
shares
|
$396,225
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$383,228
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
2,417
shares
|
$383,070
0.26% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
2,414
shares
|
$382,594
0.32% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,380
shares
|
$377,206
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,291
shares
|
$363,100
0.07% of portfolio
|
Q2 2025
Added 54.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,275
shares
|
$360,564
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
2,255
shares
|
$357,394
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,255
shares
|
$357,394
0.09% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,209
shares
|
$350,104
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,188
shares
|
$346,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
2,114
shares
|
$335,047
0.09% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,065
shares
|
$327,281
0.19% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$316,980
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,949
shares
|
$308,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,931
shares
|
$306,044
0.03% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,906
shares
|
$302,081
0.01% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,811
shares
|
$287,025
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,805
shares
|
$286,074
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|