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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
84,352
shares
|
$14.2 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
73,288
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 34.26%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
73,199
shares
|
$12.3 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
70,530
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
62,139
shares
|
$10.4 Million
0.15% of portfolio
|
Q3 2022
Added 44.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
61,383
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 158.2%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
58,874
shares
|
$9.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
58,395
shares
|
$9.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
57,319
shares
|
$9.64 Million
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,467
shares
|
$8.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
47,557
shares
|
$8 Million
2.58% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
42,816
shares
|
$7.2 Million
0.09% of portfolio
|
Q3 2025
Added 116.97%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
40,686
shares
|
$6.84 Million
0.07% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
40,347
shares
|
$6.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.08%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
40,061
shares
|
$6.74 Million
2.77% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
38,352
shares
|
$6.45 Million
2.69% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
37,926
shares
|
$6.38 Million
0.22% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
37,663
shares
|
$6.33 Million
0.06% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
37,077
shares
|
$6.23 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
36,218
shares
|
$6.09 Million
2.07% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
33,668
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2025
Added 40.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
29,549
shares
|
$4.97 Million
0.05% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
29,252
shares
|
$4.92 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$4.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
27,735
shares
|
$4.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.1%
|
|