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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
536
shares
|
$88,933
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
480
shares
|
$79,641
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$67,861
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
383
shares
|
$63,547
0.0% of portfolio
|
Q2 2025
Reduced 44.01%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
369
shares
|
$61,224
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
364
shares
|
$60,394
0.01% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
324
shares
|
$53,758
0.0% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
292
shares
|
$48,448
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
259
shares
|
$42,973
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
204
shares
|
$33,847
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
203
shares
|
$33,681
0.0% of portfolio
|
Q1 2020
Added 28.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
200
shares
|
$33,184
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$28,206
0.0% of portfolio
|
Q1 2020
Reduced 26.09%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
161
shares
|
$26,713
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
150
shares
|
$24,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
140
shares
|
$23,228
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
130
shares
|
$21,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
127
shares
|
$21,071
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
123
shares
|
$20,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
100
shares
|
$16,592
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
85
shares
|
$14,103
0.0% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
83
shares
|
$13,771
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
68
shares
|
$11,282
0.0% of portfolio
|
Q2 2025
Reduced 92.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
56
shares
|
$9,291
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
55
shares
|
$9,125
0.01% of portfolio
|
Q2 2025
New holding
|