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 206 institutions that hold shares in the stock, with a total of 8.22 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
691,785
shares
|
$101 Million
0.01% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
586,751
shares
|
$85.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
576,636
shares
|
$84.2 Million
7.69% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
516,687
shares
|
$75.5 Million
10.44% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
349,613
shares
|
$51.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
307,929
shares
|
$45 Million
0.18% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
286,708
shares
|
$41.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
252,779
shares
|
$36.9 Million
0.35% of portfolio
|
Q1 2025
Added 130.47%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,310
shares
|
$32.2 Million
2.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
220,203
shares
|
$32.2 Million
14.92% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
215,150
shares
|
$31.4 Million
1.88% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
189,478
shares
|
$27.7 Million
5.94% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
186,515
shares
|
$27.2 Million
13.02% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
184,550
shares
|
$27 Million
13.78% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
170,695
shares
|
$24.9 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
168,246
shares
|
$24.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
151,688
shares
|
$22.2 Million
0.0% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
127,472
shares
|
$18.6 Million
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
100,029
shares
|
$14.6 Million
7.41% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
93,818
shares
|
$13.7 Million
6.24% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
92,766
shares
|
$13.5 Million
2.8% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
90,755
shares
|
$13.3 Million
2.03% of portfolio
|
Q1 2025
Added 122.47%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
90,755
shares
|
$13.3 Million
1.83% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
79,540
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Added 33.24%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
73,999
shares
|
$10.8 Million
0.16% of portfolio
|
Q1 2025
Added 19.26%
|