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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
369
shares
|
$56,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
309
shares
|
$47,366
0.0% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
275
shares
|
$42,154
0.0% of portfolio
|
Q1 2025
Reduced 97.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
204
shares
|
$31,271
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
203
shares
|
$31,117
0.0% of portfolio
|
Q1 2020
Added 28.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
200
shares
|
$30,658
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$26,059
0.0% of portfolio
|
Q1 2020
Reduced 26.09%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
168
shares
|
$25,752
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
161
shares
|
$24,679
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
150
shares
|
$22,993
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
140
shares
|
$21,460
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
130
shares
|
$19,927
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
127
shares
|
$19,467
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
123
shares
|
$18,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
105
shares
|
$16,095
0.0% of portfolio
|
Q2 2025
Reduced 58.33%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$15,329
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
96
shares
|
$14,715
0.0% of portfolio
|
Q1 2025
Reduced 87.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
85
shares
|
$13,029
0.0% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
83
shares
|
$12,723
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
56
shares
|
$8,584
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
55
shares
|
$8,430
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
43
shares
|
$6,591
0.0% of portfolio
|
Q2 2025
Reduced 77.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
35
shares
|
$5,365
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
35
shares
|
$5,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
27
shares
|
$4,138
0.0% of portfolio
|
Q3 2023
Reduced 49.06%
|