Institutional Ownership Ishares Tr Russell 200 ETF (IWL)
Currently, there are no institutions holding Ishares Tr Russell 200 ETF (IWL). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
14,287
shares
|
$2.4 Million
1.79% of portfolio
|
Q3 2025
Reduced 21.77%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
14,097
shares
|
$2.37 Million
1.01% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,019
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
13,637
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
12,897
shares
|
$2.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,716
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,182
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2022
Added 2.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,787
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,457
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
11,399
shares
|
$1.92 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
9,909
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
9,621
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2025
Added 63.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,755
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
8,438
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
8,331
shares
|
$1.4 Million
0.24% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
8,223
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,150
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,349
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,260
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,161
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,126
shares
|
$1.2 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
6,881
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
6,791
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,735
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 673400.0%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
6,000
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|