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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,182
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2022
Added 2.49%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
11,352
shares
|
$1.55 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,232
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 136.46%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,955
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.77%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
10,948
shares
|
$1.49 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,710
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,369
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,718
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,436
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,922
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
8,853
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
8,827
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,919
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,126
shares
|
$972,342
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
6,676
shares
|
$910,940
0.09% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,535
shares
|
$891,700
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6,410
shares
|
$874,644
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
6,401
shares
|
$873,416
0.34% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
6,193
shares
|
$845,034
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,073
shares
|
$828,660
0.08% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$818,699
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,921
shares
|
$807,920
0.19% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,837
shares
|
$796,458
0.07% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,824
shares
|
$794,684
0.12% of portfolio
|
Q1 2025
Reduced 15.14%
|