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 166 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
203
shares
|
$29,638
0.0% of portfolio
|
Q1 2020
Added 28.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$24,820
0.0% of portfolio
|
Q1 2020
Reduced 26.09%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
168
shares
|
$24,528
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
150
shares
|
$21,900
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
134
shares
|
$19,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
125
shares
|
$18,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$14,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
56
shares
|
$8,176
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
35
shares
|
$5,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
35
shares
|
$5,110
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
27
shares
|
$3,942
0.0% of portfolio
|
Q3 2023
Reduced 49.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
14
shares
|
$2,044
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13
shares
|
$1,898
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
8
shares
|
$1,168
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$292
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|