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 7.54 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
61,679
shares
|
$8.42 Million
0.14% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
61,215
shares
|
$8.35 Million
0.3% of portfolio
|
Q4 2024
Added 8343.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,888
shares
|
$8.31 Million
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
59,698
shares
|
$8.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
58,752
shares
|
$8.02 Million
0.0% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
53,278
shares
|
$7.27 Million
3.51% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,222
shares
|
$7.26 Million
0.01% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
51,201
shares
|
$6.99 Million
0.0% of portfolio
|
Q4 2024
Added 64.51%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
47,530
shares
|
$6.49 Million
2.36% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
46,629
shares
|
$6.36 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
45,838
shares
|
$6.25 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
42,200
shares
|
$5.76 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,045
shares
|
$5.6 Million
0.01% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
40,814
shares
|
$5.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
40,795
shares
|
$5.57 Million
0.89% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
39,164
shares
|
$5.34 Million
5.61% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
38,528
shares
|
$5.26 Million
2.75% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
37,911
shares
|
$5.17 Million
2.35% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
36,303
shares
|
$4.95 Million
0.0% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,932
shares
|
$4.36 Million
0.0% of portfolio
|
Q4 2024
Added 277.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
30,552
shares
|
$4.17 Million
0.29% of portfolio
|
Q4 2024
Added 436.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
29,359
shares
|
$4.01 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
28,144
shares
|
$3.84 Million
0.25% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
27,331
shares
|
$3.73 Million
0.93% of portfolio
|
Q4 2024
Added 80.9%
|