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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
646
shares
|
$108,624
0.0% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
640
shares
|
$107,616
0.0% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
637
shares
|
$107,111
0.0% of portfolio
|
Q3 2025
Added 66.32%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
582
shares
|
$97,863
0.02% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
551
shares
|
$92,650
0.0% of portfolio
|
Q3 2025
Added 70.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
537
shares
|
$90,296
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
536
shares
|
$90,128
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
480
shares
|
$80,712
0.01% of portfolio
|
Q1 2024
Reduced 16.96%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
409
shares
|
$68,773
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
394
shares
|
$66,251
0.0% of portfolio
|
Q3 2025
Added 93.14%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
369
shares
|
$62,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
364
shares
|
$61,206
0.01% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
357
shares
|
$60,029
0.0% of portfolio
|
Q3 2025
Reduced 40.7%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
336
shares
|
$56,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
292
shares
|
$49,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
281
shares
|
$47,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
249
shares
|
$41,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
244
shares
|
$41,028
0.0% of portfolio
|
Q3 2025
Added 187.06%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
228
shares
|
$38,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
203
shares
|
$34,134
0.0% of portfolio
|
Q1 2020
Added 28.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
200
shares
|
$33,630
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
170
shares
|
$28,585
0.0% of portfolio
|
Q1 2020
Reduced 26.09%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
161
shares
|
$27,072
0.01% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
150
shares
|
$25,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
140
shares
|
$23,541
0.02% of portfolio
|
Q1 2025
New holding
|
|