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 151 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $873 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
667,208
shares
|
$89.4 Million
9.61% of portfolio
|
Q1 2024
Added 3.13%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
585,399
shares
|
$78.4 Million
0.01% of portfolio
|
Q1 2024
Added 60.42%
|
|
Gilbert & Cook, Inc.
|
May 02, 2024 Q1 2024 |
543,443
shares
|
$72.8 Million
9.52% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
402,500
shares
|
$53.9 Million
0.0% of portfolio
|
Q1 2024
Added 2.72%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
384,402
shares
|
$51.5 Million
3.33% of portfolio
|
Q1 2024
Added 5.93%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
376,807
shares
|
$50.5 Million
0.01% of portfolio
|
Q1 2024
Added 2.16%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
334,875
shares
|
$44.9 Million
0.02% of portfolio
|
Q1 2024
Added 82.05%
|
|
Dohj, LLC
Seattle, WA |
Apr 15, 2024 Q1 2024 |
216,517
shares
|
$29 Million
7.32% of portfolio
|
Q1 2024
Added 1.01%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Apr 24, 2024 Q1 2024 |
204,016
shares
|
$27.3 Million
2.75% of portfolio
|
Q1 2024
Added 8.24%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
201,142
shares
|
$26.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
129,254
shares
|
$17.3 Million
0.06% of portfolio
|
Q1 2024
Added 38.19%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
123,056
shares
|
$16.5 Million
0.18% of portfolio
|
Q1 2024
Added 1.23%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
117,691
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2024
Added 6.99%
|
|
Km Capital Management Ltd.
Austin, TX |
May 14, 2024 Q1 2024 |
105,579
shares
|
$14.1 Million
7.44% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
101,931
shares
|
$13.7 Million
0.21% of portfolio
|
Q1 2024
Added 6.68%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
101,931
shares
|
$13.7 Million
0.05% of portfolio
|
Q1 2024
Added 6.68%
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
May 28, 2024 Q1 2024 |
93,818
shares
|
$12.6 Million
6.23% of portfolio
|
Q4 2023
Added 8.69%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 06, 2024 Q1 2024 |
93,644
shares
|
$12.5 Million
3.29% of portfolio
|
Q1 2024
Reduced 7.94%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Apr 23, 2024 Q1 2024 |
92,078
shares
|
$12.3 Million
2.73% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
81,244
shares
|
$10.9 Million
0.99% of portfolio
|
Q1 2024
Added 0.68%
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
77,160
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2024
Added 16.56%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
73,990
shares
|
$9.91 Million
0.02% of portfolio
|
Q1 2024
Added 22.72%
|
|
Strategic Equity Management
|
Apr 16, 2024 Q1 2024 |
71,269
shares
|
$9.55 Million
8.13% of portfolio
|
Q1 2024
Reduced 6.09%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
64,053
shares
|
$8.58 Million
0.66% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
62,259
shares
|
$8.34 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.95%
|