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 170 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,124
shares
|
$618,476
0.0% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,110
shares
|
$616,376
0.0% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$614,577
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,965
shares
|
$594,631
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
3,929
shares
|
$589,232
0.07% of portfolio
|
Q1 2020
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
3,872
shares
|
$580,683
0.44% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
3,848
shares
|
$577,084
0.22% of portfolio
|
Q3 2024
Added 90.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,519
shares
|
$527,744
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
3,213
shares
|
$481,853
0.09% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
3,154
shares
|
$473,005
0.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,032
shares
|
$454,709
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,962
shares
|
$444,211
0.1% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$441,511
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,943
shares
|
$441,361
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,792
shares
|
$418,716
0.01% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
2,762
shares
|
$414,217
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
2,731
shares
|
$409,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
2,554
shares
|
$383,023
0.1% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,439
shares
|
$365,776
0.03% of portfolio
|
Q3 2024
Reduced 36.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$364,427
0.0% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$362,627
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,380
shares
|
$356,928
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,277
shares
|
$341,481
0.03% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
2,238
shares
|
$335,632
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$327,084
0.0% of portfolio
|
Q3 2024
New holding
|