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 177 institutions that hold shares in the stock, with a total of 7.37 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
21,260
shares
|
$3.17 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,247
shares
|
$3.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
19,626
shares
|
$2.92 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
19,301
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Added 62.62%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
18,644
shares
|
$2.78 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,469
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 25.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
18,408
shares
|
$2.74 Million
0.11% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
16,830
shares
|
$2.51 Million
0.46% of portfolio
|
Q4 2024
Added 56.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,759
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,451
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 44.99%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
16,054
shares
|
$2.39 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
16,000
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.98%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
14,847
shares
|
$2.21 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
13,215
shares
|
$1.97 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,014
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,182
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2022
Added 2.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,921
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,502
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
11,352
shares
|
$1.69 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,521
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,417
shares
|
$1.55 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,958
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,893
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
9,051
shares
|
$1.35 Million
0.51% of portfolio
|
Q4 2024
New holding
|