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 |
|---|---|---|---|---|---|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
1,825
shares
|
$279,754
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,810
shares
|
$277,454
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,805
shares
|
$276,688
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,801
shares
|
$276,075
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,700
shares
|
$260,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
1,600
shares
|
$245,264
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,542
shares
|
$236,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,539
shares
|
$235,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,453
shares
|
$222,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,421
shares
|
$217,825
0.01% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,327
shares
|
$203,415
0.0% of portfolio
|
Q3 2024
Added 199.55%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,320
shares
|
$202,342
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
971
shares
|
$148,844
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
859
shares
|
$131,676
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
767
shares
|
$117,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
684
shares
|
$104,850
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
680
shares
|
$104,237
0.0% of portfolio
|
Q1 2025
Added 81.33%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
660
shares
|
$101,171
0.09% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
640
shares
|
$98,105
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
638
shares
|
$97,799
0.02% of portfolio
|
Q1 2025
Reduced 75.02%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
542
shares
|
$83,083
0.01% of portfolio
|
Q1 2025
Added 80.67%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
537
shares
|
$82,316
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
480
shares
|
$73,579
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
456
shares
|
$69,900
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$62,695
0.03% of portfolio
|
Q3 2024
Added 0.25%
|