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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$670,593
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,474
shares
|
$664,210
0.04% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
4,449
shares
|
$660,498
0.38% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,408
shares
|
$654,411
0.04% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,171
shares
|
$619,226
0.26% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,124
shares
|
$612,249
0.0% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,110
shares
|
$610,170
0.0% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$608,389
0.0% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,965
shares
|
$588,643
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
3,929
shares
|
$583,299
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
3,872
shares
|
$574,837
0.44% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,519
shares
|
$522,430
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
3,267
shares
|
$485,018
0.1% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
3,193
shares
|
$474,032
0.07% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,155
shares
|
$468,391
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,962
shares
|
$439,738
0.1% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$437,066
0.03% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$428,307
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,792
shares
|
$414,500
0.01% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,789
shares
|
$414,054
0.06% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,698
shares
|
$400,545
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
2,554
shares
|
$379,166
0.1% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$360,757
0.0% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,418
shares
|
$358,976
0.18% of portfolio
|
Q4 2022
Reduced 21.49%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,380
shares
|
$353,334
0.04% of portfolio
|
Q3 2024
Reduced 26.77%
|