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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,327
shares
|
$181,069
0.0% of portfolio
|
Q3 2024
Added 199.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,320
shares
|
$180,113
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
971
shares
|
$132,492
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
859
shares
|
$117,210
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
767
shares
|
$104,657
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
766
shares
|
$104,520
0.0% of portfolio
|
Q4 2024
Added 60.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
682
shares
|
$93,058
0.0% of portfolio
|
Q4 2024
Added 408.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
659
shares
|
$89,920
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
640
shares
|
$87,328
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
638
shares
|
$87,055
0.02% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
552
shares
|
$75,320
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
542
shares
|
$73,955
0.01% of portfolio
|
Q1 2025
Added 80.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
480
shares
|
$65,495
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
456
shares
|
$62,221
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$55,808
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
375
shares
|
$51,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
369
shares
|
$50,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
351
shares
|
$47,893
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
309
shares
|
$42,163
0.0% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
275
shares
|
$37,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
252
shares
|
$34,385
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$27,835
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
203
shares
|
$27,699
0.0% of portfolio
|
Q1 2020
Added 28.57%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
191
shares
|
$26,061
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
191
shares
|
$26,061
0.0% of portfolio
|
Q1 2025
New holding
|