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 |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,815
shares
|
$305,192
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,805
shares
|
$303,510
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,801
shares
|
$302,838
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
1,750
shares
|
$294,262
0.12% of portfolio
|
Q3 2025
Reduced 61.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,707
shares
|
$287,032
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,647
shares
|
$276,943
0.0% of portfolio
|
Q3 2025
Reduced 27.6%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,643
shares
|
$276,270
0.03% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
1,641
shares
|
$275,934
0.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
1,608
shares
|
$270,385
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,567
shares
|
$263,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,549
shares
|
$260,464
0.03% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,505
shares
|
$253,065
0.01% of portfolio
|
Q3 2025
Reduced 87.82%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
1,466
shares
|
$246,507
0.07% of portfolio
|
Q3 2025
Reduced 57.22%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,453
shares
|
$244,321
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,393
shares
|
$234,232
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,320
shares
|
$221,958
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
1,288
shares
|
$216,577
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,244
shares
|
$209,178
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
1,222
shares
|
$205,479
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$168,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
961
shares
|
$161,592
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
767
shares
|
$128,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
682
shares
|
$114,678
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
680
shares
|
$114,342
0.0% of portfolio
|
Q1 2025
Added 81.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
654
shares
|
$109,970
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|