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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
1,600
shares
|
$233,056
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,542
shares
|
$224,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,539
shares
|
$224,170
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,481
shares
|
$215,722
0.05% of portfolio
|
Q1 2025
Added 59.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,421
shares
|
$206,982
0.01% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,327
shares
|
$193,290
0.0% of portfolio
|
Q3 2024
Added 199.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,320
shares
|
$192,271
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
971
shares
|
$141,435
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
859
shares
|
$125,121
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
767
shares
|
$111,721
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
684
shares
|
$99,631
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
680
shares
|
$99,048
0.0% of portfolio
|
Q1 2025
Added 81.33%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
660
shares
|
$96,135
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
640
shares
|
$93,222
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
638
shares
|
$92,931
0.02% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
552
shares
|
$80,404
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
542
shares
|
$78,947
0.01% of portfolio
|
Q1 2025
Added 80.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
480
shares
|
$69,916
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
456
shares
|
$66,420
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$59,574
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
369
shares
|
$53,748
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
309
shares
|
$45,008
0.0% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
275
shares
|
$40,056
0.0% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
252
shares
|
$36,706
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
204
shares
|
$29,714
0.0% of portfolio
|
Q4 2022
New holding
|