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 195 institutions that hold shares in the stock, with a total of 7.47 Million shares, which have been reported (via 13F filing form) to have a value of $967 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
608,245
shares
|
$78.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
578,252
shares
|
$74.8 Million
0.01% of portfolio
|
Q4 2024
Added 40.19%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
576,636
shares
|
$74.6 Million
7.69% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
503,983
shares
|
$65.2 Million
10.47% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
368,365
shares
|
$47.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
306,260
shares
|
$39.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
257,324
shares
|
$33.3 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,310
shares
|
$28.5 Million
2.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
215,150
shares
|
$27.8 Million
1.88% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
200,345
shares
|
$25.9 Million
13.81% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
189,478
shares
|
$24.5 Million
5.94% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
183,022
shares
|
$23.7 Million
13.27% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
175,299
shares
|
$22.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
174,323
shares
|
$22.6 Million
14.16% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
134,460
shares
|
$17.4 Million
0.0% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
127,472
shares
|
$16.5 Million
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
109,682
shares
|
$14.2 Million
0.16% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
102,835
shares
|
$13.3 Million
7.7% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
93,818
shares
|
$12.1 Million
6.24% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
93,623
shares
|
$12.1 Million
3.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
84,774
shares
|
$11 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
75,467
shares
|
$9.77 Million
5.95% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
73,999
shares
|
$9.58 Million
0.16% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$8.04 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
61,679
shares
|
$7.98 Million
0.14% of portfolio
|
Q1 2025
Added 2.65%
|