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 198 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
5,903,444
shares
|
$896 Million
56.52% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,001,387
shares
|
$152 Million
13.62% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
608,245
shares
|
$92.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
578,252
shares
|
$87.7 Million
0.01% of portfolio
|
Q4 2024
Added 40.19%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
503,983
shares
|
$76.5 Million
10.47% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
368,365
shares
|
$55.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
365,416
shares
|
$55.4 Million
3.31% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
306,260
shares
|
$46.5 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
257,324
shares
|
$39 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,310
shares
|
$33.4 Million
2.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
201,494
shares
|
$30.6 Million
6.77% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
200,345
shares
|
$30.4 Million
13.81% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
183,022
shares
|
$27.8 Million
13.27% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
175,299
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
174,323
shares
|
$26.5 Million
14.16% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
134,460
shares
|
$20.4 Million
0.0% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
125,513
shares
|
$19 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
109,682
shares
|
$16.6 Million
0.16% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
102,835
shares
|
$15.6 Million
7.7% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
93,623
shares
|
$14.2 Million
3.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
85,075
shares
|
$12.9 Million
6.66% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
84,774
shares
|
$12.9 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
75,467
shares
|
$11.5 Million
5.95% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$9.43 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
62,051
shares
|
$9.41 Million
0.16% of portfolio
|
Q4 2024
New holding
|