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 222 institutions that hold shares in the stock, with a total of 8.34 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
683,255
shares
|
$115 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
622,338
shares
|
$105 Million
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
552,851
shares
|
$93 Million
7.86% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
515,613
shares
|
$86.7 Million
11.2% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
386,012
shares
|
$64.9 Million
11.93% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
358,132
shares
|
$60.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
332,966
shares
|
$56 Million
0.18% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
261,275
shares
|
$43.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
241,260
shares
|
$40.6 Million
17.86% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
220,310
shares
|
$37 Million
2.9% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
203,807
shares
|
$34.3 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
201,622
shares
|
$33.9 Million
12.59% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
178,486
shares
|
$30 Million
11.27% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
162,352
shares
|
$27.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
145,191
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
135,879
shares
|
$22.8 Million
1.24% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
134,450
shares
|
$22.6 Million
2.94% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
134,450
shares
|
$22.6 Million
3.15% of portfolio
|
Q2 2025
Added 48.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
126,177
shares
|
$21.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
116,313
shares
|
$19.6 Million
4.33% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
103,084
shares
|
$17.3 Million
0.13% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
91,844
shares
|
$15.4 Million
2.58% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
90,509
shares
|
$15.2 Million
6.95% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
90,048
shares
|
$15.1 Million
6.87% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
86,161
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.17%
|
|