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 210 institutions that hold shares in the stock, with a total of 8.36 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
5,417
shares
|
$830,371
0.06% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,030
shares
|
$771,048
0.19% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
4,952
shares
|
$759,092
0.04% of portfolio
|
Q1 2025
Added 83.54%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,898
shares
|
$750,814
0.46% of portfolio
|
Q1 2025
Added 47.75%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
4,600
shares
|
$705,134
0.28% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
4,554
shares
|
$698,082
0.45% of portfolio
|
Q1 2025
Reduced 26.47%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$697,469
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
4,528
shares
|
$694,097
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,519
shares
|
$692,717
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$692,410
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,481
shares
|
$686,892
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$628,182
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,985
shares
|
$610,860
0.04% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,943
shares
|
$604,422
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,929
shares
|
$602,276
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,925
shares
|
$601,663
0.14% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
3,700
shares
|
$567,173
0.02% of portfolio
|
Q1 2025
Reduced 32.73%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,564
shares
|
$546,325
0.01% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,519
shares
|
$539,427
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$536,515
0.0% of portfolio
|
Q1 2025
Reduced 75.52%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,446
shares
|
$528,237
0.19% of portfolio
|
Q2 2025
Reduced 46.16%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
3,427
shares
|
$525,324
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
3,422
shares
|
$524,558
0.0% of portfolio
|
Q1 2025
Reduced 64.79%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,372
shares
|
$516,893
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,255
shares
|
$498,958
0.09% of portfolio
|
Q1 2025
Reduced 0.37%
|