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 221 institutions that hold shares in the stock, with a total of 8.35 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,899
shares
|
$487,466
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,744
shares
|
$461,403
0.01% of portfolio
|
Q3 2025
Added 64.8%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,744
shares
|
$461,403
0.04% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
2,731
shares
|
$459,217
0.0% of portfolio
|
Q3 2025
Added 24.64%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
2,695
shares
|
$453,164
0.0% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,633
shares
|
$442,738
0.0% of portfolio
|
Q3 2025
Reduced 48.94%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,518
shares
|
$423,401
0.24% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
2,500
shares
|
$420,375
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
2,443
shares
|
$410,790
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$406,586
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
2,416
shares
|
$406,250
0.05% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
2,380
shares
|
$400,197
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,366
shares
|
$397,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
2,340
shares
|
$393,471
0.3% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
2,261
shares
|
$380,187
0.1% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
2,255
shares
|
$379,178
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,211
shares
|
$371,779
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,210
shares
|
$371,611
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
2,204
shares
|
$370,602
0.0% of portfolio
|
Q3 2025
Reduced 78.99%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,004
shares
|
$336,972
0.06% of portfolio
|
Q3 2025
Reduced 29.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$336,300
0.03% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
1,990
shares
|
$334,618
0.08% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
1,937
shares
|
$325,706
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,919
shares
|
$322,679
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,815
shares
|
$305,192
0.03% of portfolio
|
Q3 2025
New holding
|
|