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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
552
shares
|
$81,949
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
480
shares
|
$71,260
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
478
shares
|
$70,963
0.0% of portfolio
|
Q3 2024
Reduced 54.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
456
shares
|
$67,697
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
438
shares
|
$65,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$60,720
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
375
shares
|
$55,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
369
shares
|
$54,781
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$44,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
275
shares
|
$40,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
251
shares
|
$37,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
226
shares
|
$33,551
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
204
shares
|
$30,285
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
203
shares
|
$30,137
0.0% of portfolio
|
Q1 2020
Added 28.57%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
178
shares
|
$26,425
0.01% of portfolio
|
Q4 2024
Reduced 60.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$25,238
0.0% of portfolio
|
Q1 2020
Reduced 26.09%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
168
shares
|
$24,941
0.0% of portfolio
|
Q3 2024
Added 1580.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
150
shares
|
$22,269
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
134
shares
|
$19,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
130
shares
|
$19,299
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
125
shares
|
$18,557
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
100
shares
|
$14,846
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
80
shares
|
$11,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
56
shares
|
$8,313
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
35
shares
|
$5,196
0.0% of portfolio
|
Q4 2024
New holding
|