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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,801
shares
|
$298,821
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,707
shares
|
$283,225
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$282,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,665
shares
|
$276,256
0.01% of portfolio
|
Q2 2025
Added 1634.38%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,643
shares
|
$272,606
0.03% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
1,638
shares
|
$271,776
0.19% of portfolio
|
Q2 2025
Reduced 44.25%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
1,638
shares
|
$271,776
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
1,608
shares
|
$266,799
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,453
shares
|
$241,081
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,446
shares
|
$239,920
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,400
shares
|
$232,287
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,327
shares
|
$220,175
0.0% of portfolio
|
Q3 2024
Added 199.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,320
shares
|
$219,014
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
1,222
shares
|
$202,754
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
971
shares
|
$161,108
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
767
shares
|
$127,260
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
692
shares
|
$114,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
680
shares
|
$112,825
0.08% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
680
shares
|
$112,825
0.0% of portfolio
|
Q1 2025
Added 81.33%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
660
shares
|
$109,507
0.0% of portfolio
|
Q2 2025
Added 292.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
646
shares
|
$107,184
0.0% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
640
shares
|
$106,188
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
602
shares
|
$99,883
0.0% of portfolio
|
Q2 2025
Reduced 57.64%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
582
shares
|
$96,565
0.02% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
537
shares
|
$89,099
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|