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 184 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
35
shares
|
$5,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
35
shares
|
$5,196
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
33
shares
|
$4,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
27
shares
|
$4,008
0.0% of portfolio
|
Q3 2023
Reduced 49.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
14
shares
|
$2,078
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13
shares
|
$1,929
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
8
shares
|
$1,187
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2
shares
|
$296
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
|