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 167 institutions that hold shares in the stock, with a total of 7.22 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,025
shares
|
$296,601
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,000
shares
|
$292,940
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,951
shares
|
$285,762
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,810
shares
|
$265,110
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,596
shares
|
$233,766
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,453
shares
|
$212,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,327
shares
|
$194,365
0.0% of portfolio
|
Q3 2024
Added 199.55%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
971
shares
|
$142,222
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
856
shares
|
$125,378
0.04% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
767
shares
|
$112,342
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
759
shares
|
$111,170
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
725
shares
|
$106,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
615
shares
|
$90,079
0.02% of portfolio
|
Q3 2024
Added 126.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
578
shares
|
$84,659
0.0% of portfolio
|
Q3 2024
Reduced 28.38%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
552
shares
|
$80,851
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
480
shares
|
$70,305
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
478
shares
|
$70,012
0.0% of portfolio
|
Q3 2024
Reduced 54.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
466
shares
|
$68,255
0.01% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
456
shares
|
$66,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$59,906
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
375
shares
|
$54,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
369
shares
|
$54,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$43,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
251
shares
|
$36,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
226
shares
|
$33,102
0.0% of portfolio
|
Q2 2019
New holding
|