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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,801
shares
|
$285,440
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
1,785
shares
|
$282,904
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,707
shares
|
$270,542
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$269,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,665
shares
|
$263,885
0.01% of portfolio
|
Q2 2025
Added 1634.38%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
1,638
shares
|
$259,606
0.19% of portfolio
|
Q2 2025
Reduced 44.25%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
1,638
shares
|
$259,606
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
1,604
shares
|
$254,217
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,453
shares
|
$230,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,446
shares
|
$229,176
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,400
shares
|
$221,886
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,327
shares
|
$210,316
0.0% of portfolio
|
Q3 2024
Added 199.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,320
shares
|
$209,206
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
971
shares
|
$153,893
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
767
shares
|
$121,561
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
692
shares
|
$109,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
680
shares
|
$107,773
0.0% of portfolio
|
Q1 2025
Added 81.33%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
680
shares
|
$107,773
0.08% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
660
shares
|
$104,603
0.0% of portfolio
|
Q2 2025
Added 292.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
646
shares
|
$102,384
0.0% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
640
shares
|
$101,433
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
640
shares
|
$101,433
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
602
shares
|
$95,410
0.0% of portfolio
|
Q2 2025
Reduced 57.64%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
537
shares
|
$85,109
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
536
shares
|
$84,950
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|