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 |
|---|---|---|---|---|---|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
2,500
shares
|
$341,125
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,457
shares
|
$335,257
0.02% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
2,435
shares
|
$332,255
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$329,936
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,415
shares
|
$329,526
0.0% of portfolio
|
Q4 2024
Reduced 41.44%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,380
shares
|
$324,751
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
2,353
shares
|
$321,066
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2,330
shares
|
$317,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,255
shares
|
$307,694
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,244
shares
|
$306,193
0.07% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,220
shares
|
$302,919
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$272,900
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,906
shares
|
$260,073
0.01% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$252,432
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
1,825
shares
|
$249,021
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,810
shares
|
$246,974
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,805
shares
|
$246,292
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,801
shares
|
$245,746
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,611
shares
|
$219,820
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,596
shares
|
$217,774
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,481
shares
|
$202,082
0.05% of portfolio
|
Q1 2025
Added 59.42%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,446
shares
|
$197,306
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
1,411
shares
|
$192,530
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,410
shares
|
$192,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,390
shares
|
$189,665
0.0% of portfolio
|
Q4 2024
New holding
|