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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

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$76.18
-0.17 (-0.22%)
(As of 05/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Value ETF (NYSEARCA:IWX)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$192.88M
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IWX Institutional Buying and Selling by Quarter

iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 Atria Investments Inc22,254$1.70M0.0%-18.4%0.077%
5/17/2024 First Citizens Asset Management Inc.714,841$54.56M15.8%+3.2%2.478%
5/17/2024 Pineridge Advisors LLC4,749$362K0.1%-37.3%0.016%
5/17/2024 Creekmur Asset Management LLC460$35K0.0%-72.6%0.002%
5/15/2024 SVB Wealth LLC481,791$36.77M0.8%+96.2%1.670%
5/14/2024 CreativeOne Wealth LLC4,914$375K0.0%N/A0.017%
5/11/2024 Beaumont Financial Advisors LLC5,442$415K0.0%N/A0.019%
5/10/2024 TIAA Trust National Association9,472,944$722.98M2.2%+5.9%33.712%
5/9/2024 Leo Wealth LLC4,685$357K0.0%-5.3%0.017%
5/7/2024 Oppenheimer & Co. Inc.35,257$2.69M0.0%+1.3%0.125%
5/6/2024 Envestnet Portfolio Solutions Inc.7,098,465$541.76M2.0%+16.1%25.261%
5/4/2024 9258 Wealth Management LLC207,862$15.86M2.5%+2.6%0.740%
5/4/2024 Csenge Advisory Group53,071$4.05M0.2%-11.4%0.189%
5/3/2024 Proficio Capital Partners LLC8,396$641K0.1%-2.0%0.030%
5/2/2024 Bryn Mawr Capital Management LLC123,879$9.47M0.5%+40.6%0.441%
4/29/2024Commonwealth Equity Services LLC218,547$16.68M0.0%-4.4%0.778%
4/26/2024 McKinley Carter Wealth Services Inc.16,553$1.26M0.1%-3.6%0.059%
4/25/2024 Cambridge Investment Research Advisors Inc.41,065$3.13M0.0%+21.1%0.146%
4/24/2024 Pegasus Partners Ltd.683,977$52.20M5.5%+7.4%2.434%
4/24/2024 Simplicity Wealth LLC181,157$13.83M0.3%+8.1%0.645%
4/23/2024 Mason & Associates Inc8,541$652K0.2%-46.6%0.030%
4/23/2024 Fifth Third Bancorp8,030$613K0.0%-30.0%0.029%
4/23/2024 Raymond James Financial Services Advisors Inc.37,389$2.85M0.0%+19.7%0.133%
4/22/2024 Horst & Graben Wealth Management LLC167,249$12.76M2.6%-16.6%0.595%
4/22/2024 Raymond James & Associates60,747$4.64M0.0%+5.2%0.216%
4/22/2024 MBL Wealth LLC8,400$641K0.1%-7.7%0.030%
4/13/2024 Affinity Capital Advisors LLC2,736$209K0.0%N/A0.010%
4/11/2024 Compton Wealth Advisory Group LLC251,156$19.17M5.2%+0.7%0.894%
4/11/2024 Clarus Wealth Advisors7,361$549K0.3%-4.3%0.026%
4/10/2024 SOA Wealth Advisors LLC.56,202$4.29M0.9%-0.9%0.200%
4/10/2024 Signal Advisors Wealth LLC24,871$1.90M0.5%+250.4%0.089%
4/9/2024 Massmutual Trust Co. FSB ADV1,615$123K0.0%N/A0.006%
3/14/2024 Leo Wealth LLC4,946$365K0.0%N/A0.019%
3/1/2024 Creekmur Asset Management LLC1,680$118K0.0%N/A0.007%
3/1/2024 Pineridge Advisors LLC7,575$532K0.2%N/A0.030%
2/13/2024 Cetera Advisor Networks LLC70,352$4.94M0.0%+152.4%0.277%
2/13/2024 Oppenheimer & Co. Inc.34,800$2.44M0.0%+8.2%0.137%
2/13/2024 Tower Research Capital LLC TRC884$62K0.0%-84.7%0.003%
2/13/2024 Lloyd Advisory Services LLC.7,792$547K0.3%N/A0.031%
2/12/2024 Peterson Financial Group Inc.17,618$1.24M0.7%-13.1%0.069%
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2/9/2024 Cambridge Investment Research Advisors Inc.33,899$2.38M0.0%+17.1%0.133%
2/9/2024 Wells Fargo & Company MN166,124$11.66M0.0%+4.3%0.654%
2/9/2024 UBS Group AG289,456$20.31M0.0%+1.4%1.140%
2/8/2024 Meridian Wealth Management LLC4,865$341K0.0%-49.8%0.019%
2/8/2024 Foundations Investment Advisors LLC24,110$1.73M0.0%-45.8%0.095%
2/7/2024 McKinley Carter Wealth Services Inc.17,163$1.20M0.1%-57.1%0.068%
2/7/2024 Envestnet Portfolio Solutions Inc.6,116,124$429.17M1.8%-9.2%24.079%
2/7/2024 QRG Capital Management Inc.2,953$207K0.0%-21.9%0.012%
2/7/2024 Strategic Equity Management15,326$1.08M1.2%-89.4%0.060%
2/6/2024 9258 Wealth Management LLC202,641$14.22M2.5%+8.2%0.798%
2/6/2024 SouthState Corp1,898$133K0.0%N/A0.007%
2/5/2024 Global Wealth Management Investment Advisory Inc.30,548$2.14M0.6%-13.4%0.120%
2/5/2024 Kestra Private Wealth Services LLC137,848$9.67M0.2%+7.7%0.543%
2/2/2024 Truist Financial Corp440,481$30.91M0.0%-15.0%1.734%
2/2/2024 Yoder Wealth Management Inc.3,741$263K0.2%N/A0.015%
2/2/2024 Bryn Mawr Capital Management LLC88,080$6.18M0.4%+63.3%0.347%
1/31/2024 Oliver Lagore Vanvalin Investment Group3,727$262K0.1%-64.3%0.015%
1/30/2024 SVB Wealth LLC245,534$17.23M0.4%+2,010.1%0.967%
1/29/2024 Simplicity Wealth LLC167,629$11.76M4.6%-5.3%0.660%
1/29/2024 Horst & Graben Wealth Management LLC200,434$14.06M3.1%+8.2%0.789%
1/29/2024Simplicity Solutions LLC4,633$325K0.0%N/A0.018%
1/29/2024Baystate Wealth Management LLC20,175$1.42M0.1%-3.7%0.079%
1/26/2024 B.O.S.S. Retirement Advisors LLC64,059$4.50M0.8%-1.9%0.252%
1/25/2024 International Assets Investment Management LLC41,470$2.91M0.0%N/A0.163%
1/25/2024 Strategic Blueprint LLC13,730$963K0.1%N/A0.054%
1/24/2024 Arkadios Wealth Advisors5,814$408K0.0%N/A0.023%
1/24/2024 International Assets Investment Management LLC41,470$2.91M0.0%N/A0.163%
1/23/2024 Arcadia Wealth Management LLC17,414$1.22M0.8%-6.4%0.069%
1/23/2024 TIAA Trust National Association8,949,139$627.96M2.1%-0.9%35.233%
1/22/2024 First Citizens Bank & Trust Co.5,733,895$402.35M7.3%-9.6%22.574%
1/22/2024 Pallas Capital Advisors LLC3,768$264K0.0%-51.1%0.015%
1/22/2024 Clarus Wealth Advisors7,693$534K0.3%N/A0.030%
1/19/2024 Compton Wealth Advisory Group LLC249,330$17.50M5.5%+11.2%0.982%
1/17/2024 Kingdom Financial Group LLC.98,385$6.90M6.0%-3.6%0.387%
1/17/2024 Mason & Associates Inc15,993$1.12M0.3%-95.4%0.063%
1/16/2024 Raymond James Financial Services Advisors Inc.31,243$2.19M0.0%-1.6%0.123%
1/16/2024 Raymond James & Associates57,728$4.05M0.0%+10.7%0.227%
1/16/2024Wealthsource Partners LLC3,163$222K0.0%N/A0.012%
1/12/2024 Oak Harvest Investment Services4,966$348K0.1%-14.5%0.020%
1/11/2024 SOA Wealth Advisors LLC.56,730$3.98M0.9%+94.5%0.223%
1/10/2024 Sound Income Strategies LLC2,100$147K0.0%-38.2%0.008%
1/9/2024 WBH Advisory Inc.4,904$344K0.0%+22.5%0.019%
1/8/2024 B.O.S.S. Retirement Advisors LLC64,034$4.19M0.9%-2.0%0.252%
1/2/2024 Anchor Investment Management LLC400$28K0.0%N/A0.002%
11/30/2023 Modera Wealth Management LLC12,009$785K0.0%N/A0.047%
11/16/2023 Maripau Wealth Management LLC8,240$539K0.5%-16.1%0.032%
11/15/2023 Integrated Wealth Concepts LLC37,596$2.46M0.0%-30.4%0.148%
11/15/2023 First Citizens Asset Management Inc.517,763$33.85M14.4%-8.1%2.038%
11/15/2023 Truist Financial Corp518,131$33.87M0.1%-1.0%2.040%
11/14/2023 Tower Research Capital LLC TRC5,776$378K0.0%+8.2%0.023%
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11/14/2023 Synovus Financial Corp7,653$500K0.0%-3.2%0.030%
11/14/2023 Pegasus Partners Ltd.279,887$18.30M2.6%+603.7%1.102%
11/13/2023 Mariner LLC12,063$789K0.0%+27.5%0.047%
11/13/2023 LPL Financial LLC55,183$3.61M0.0%+5.4%0.217%
11/13/2023 QRG Capital Management Inc.3,779$247K0.0%N/A0.015%
11/13/2023 Envestnet Portfolio Solutions Inc.6,733,979$440.20M2.1%N/A26.512%
11/9/2023 Oliver Lagore Vanvalin Investment Group10,436$682K0.3%-67.3%0.041%
11/9/2023 UBS Group AG285,515$18.66M0.0%-1.2%1.124%
11/8/2023 HighTower Advisors LLC165,160$10.79M0.0%+216.1%0.650%
11/8/2023 9258 Wealth Management LLC187,212$12.24M2.4%+9.6%0.737%
(Data available from 1/1/2016 forward)

IWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWX shares?

During the previous two years, 128 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($722.98M), TIAA FSB ($547.66M), Envestnet Portfolio Solutions Inc. ($541.76M), Envestnet Asset Management Inc. ($495.14M), First Citizens Bank & Trust Co. ($402.35M), AE Wealth Management LLC ($112.38M), and First Citizens Asset Management Inc. ($54.56M).Learn more on IWX's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 Value ETF stock?

Of the 108 institutional investors that purchased iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($9.55M), Envestnet Portfolio Solutions Inc. ($7.72M), Envestnet Asset Management Inc. ($4.41M), TIAA FSB ($3.72M), First Citizens Bank & Trust Co. ($3.02M), First Citizens Asset Management Inc. ($585.03K), and SVB Wealth LLC ($481.79K).

How much institutional buying is happening at iShares Russell Top 200 Value ETF?

Institutional investors have bought a total of 32,331,420 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Which iShares Russell Top 200 Value ETF major shareholders have been selling company stock?

Of the 73 institutional investors that sold iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($2.63M), Envestnet Asset Management Inc. ($1.54M), Envestnet Portfolio Solutions Inc. ($617.86K), AE Wealth Management LLC ($592.91K), Mason & Associates Inc ($374.28K), TIAA FSB ($200.90K), and Truist Financial Corp ($190.22K).

How much institutional selling is happening at iShares Russell Top 200 Value ETF?

Institutional investors have sold a total of 6,886,191 shares in the last 24 months. This volume of shares sold represents approximately $438.40M in transactions.


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This page (NYSEARCA:IWX) was last updated on 5/23/2024 by MarketBeat.com Staff

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