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 161 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
3,803
shares
|
$531,811
0.03% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
3,709
shares
|
$518,666
0.0% of portfolio
|
Q2 2024
Added 19.61%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
3,519
shares
|
$492,096
0.05% of portfolio
|
Q4 2023
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
3,463
shares
|
$484,265
0.0% of portfolio
|
Q3 2023
Added 22.15%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
3,250
shares
|
$454,480
0.06% of portfolio
|
Q1 2024
Added 24.28%
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
3,153
shares
|
$440,915
0.22% of portfolio
|
Q2 2024
Added 0.03%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
3,134
shares
|
$438,258
0.0% of portfolio
|
Q2 2024
Reduced 71.92%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
3,130
shares
|
$437,699
0.0% of portfolio
|
Q2 2024
Reduced 20.82%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
3,128
shares
|
$437,419
0.07% of portfolio
|
Q2 2024
Reduced 12.43%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
2,961
shares
|
$414,066
0.08% of portfolio
|
Q2 2024
Added 403.57%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
2,944
shares
|
$411,688
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
2,733
shares
|
$382,182
0.12% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
2,723
shares
|
$380,784
0.02% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$338,133
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
2,277
shares
|
$318,415
0.03% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,227
shares
|
$311,423
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,206
shares
|
$308,487
0.01% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 22, 2024 Q2 2024 |
2,022
shares
|
$282,756
0.12% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,019
shares
|
$282,336
0.01% of portfolio
|
Q3 2023
Reduced 26.04%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
2,004
shares
|
$280,239
0.02% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,000
shares
|
$279,680
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
2,000
shares
|
$279,680
0.11% of portfolio
|
Q2 2023
New holding
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
1,911
shares
|
$267,234
0.02% of portfolio
|
Q2 2024
Added 18.25%
|
|
K.J. Harrison & Partners Inc
|
Jul 26, 2024 Q2 2024 |
1,871
shares
|
$261,640
0.04% of portfolio
|
Q2 2024
New holding
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
1,813
shares
|
$253,529
0.03% of portfolio
|
Q1 2024
Reduced 2.37%
|