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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,992
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,624
shares
|
$945,675
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,501
shares
|
$924,993
0.01% of portfolio
|
Q3 2025
Added 550000.0%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
5,419
shares
|
$911,204
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,772
shares
|
$802,411
0.04% of portfolio
|
Q2 2024
Reduced 15.82%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
4,653
shares
|
$782,401
0.16% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
4,557
shares
|
$766,259
0.27% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,550
shares
|
$765,082
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$759,533
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,264
shares
|
$716,991
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$689,078
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,984
shares
|
$669,909
0.06% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
3,929
shares
|
$660,661
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,768
shares
|
$633,589
0.04% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,683
shares
|
$619,296
0.0% of portfolio
|
Q3 2025
Added 432.23%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
3,606
shares
|
$606,348
0.19% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
3,530
shares
|
$593,569
0.09% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,519
shares
|
$591,719
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,355
shares
|
$564,143
0.09% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,337
shares
|
$561,116
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
3,158
shares
|
$531,017
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
2,982
shares
|
$501,423
0.1% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,962
shares
|
$498,060
0.03% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$495,033
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,899
shares
|
$487,466
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|