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 184 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
62,051
shares
|
$9.21 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
60,888
shares
|
$9.04 Million
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
60,086
shares
|
$8.92 Million
0.14% of portfolio
|
Q4 2024
Reduced 26.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
59,698
shares
|
$8.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
55,695
shares
|
$8.27 Million
3.88% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
53,554
shares
|
$7.95 Million
0.01% of portfolio
|
Q4 2024
Added 177.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
49,461
shares
|
$7.34 Million
0.03% of portfolio
|
Q3 2024
Added 62.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,388
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
46,817
shares
|
$6.95 Million
2.27% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
46,788
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
46,629
shares
|
$6.92 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
45,836
shares
|
$6.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
41,614
shares
|
$6.18 Million
0.09% of portfolio
|
Q4 2024
Added 151.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
38,528
shares
|
$5.72 Million
2.75% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
34,555
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
33,293
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2024
Added 962.32%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
31,420
shares
|
$4.66 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
31,123
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
29,359
shares
|
$4.36 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,296
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.55%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
27,331
shares
|
$4.06 Million
0.93% of portfolio
|
Q4 2024
Added 80.9%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
27,057
shares
|
$4.02 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
25,383
shares
|
$3.77 Million
0.23% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
24,301
shares
|
$3.61 Million
0.3% of portfolio
|
Q3 2024
Reduced 70.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,876
shares
|
$3.54 Million
0.09% of portfolio
|
Q3 2024
Added 3.06%
|