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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$160.62 +0.81 (+0.51%)
As of 01:31 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$243.64M
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IWL Institutional Buying and Selling by Quarter

iShares Russell Top 200 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.58,623$8.98M0.0%+212.6%0.519%
8/29/2025 Centaurus Financial Inc.2,713$415K0.0%+4.9%0.024%
8/20/2025 Forefront Wealth Partners LLC5,895$875K0.6%+20.4%0.052%
8/19/2025 Newbridge Financial Services Group Inc.3,500$536K0.1%-10.8%0.031%
8/18/2025 Geneos Wealth Management Inc.2,837$434K0.0%+48.8%0.025%
8/18/2025 Hershey Financial Advisers LLC7,783$1.19M1.1%N/A0.069%
8/15/2025 Tower Research Capital LLC TRC 1,665$255K0.0%+1,634.4%0.015%
8/15/2025 Asset Allocation Strategies LLC9,075$1.39M0.3%-16.4%0.080%
8/15/2025 Equitable Holdings Inc.102,991$15.77M0.1%-59.3%0.911%
8/15/2025 Oxford Financial Group LTD. LLC29,252$4.48M0.3%-0.8%0.259%
8/15/2025 MML Investors Services LLC13,919$2.13M0.0%+3.5%0.123%
8/15/2025 George Kaiser Family Foundation134,450$20.59M3.0%+48.1%1.190%
8/15/2025 Great Valley Advisor Group Inc.25,052$3.84M0.1%+2.0%0.222%
8/15/2025 BNP Paribas Financial Markets19,554$2.99M0.0%-84.4%0.173%
8/15/2025 Bank of America Corp DE615,837$94.30M0.0%+5.0%5.450%
8/15/2025 Ameriprise Financial Inc.359,193$54.82M0.0%+2.7%3.179%
8/14/2025 Raymond James Financial Inc.14,670$2.25M0.0%+20.4%0.130%
8/14/2025 Qube Research & Technologies Ltd383$59K0.0%-44.0%0.003%
8/14/2025 Bank of Nova Scotia17,000$2.60M0.0%N/A0.150%
8/13/2025 Victory Financial Group LLC1,446$221K0.0%N/A0.013%
8/13/2025 SageView Advisory Group LLC37,925$5.98M0.2%-21.1%0.336%
8/13/2025 Marshall Wace LLP7,019$1.08M0.0%N/A0.062%
8/13/2025 Holos Integrated Wealth LLC37,077$5.88M3.5%-0.3%0.328%
8/13/2025 Lido Advisors LLC309,665$47.42M0.2%+0.6%2.740%
8/13/2025 Northwestern Mutual Wealth Management Co.22,694$3.48M0.0%-29.9%0.201%
8/12/2025 Richmond Investment Services LLC376,570$57.66M12.2%+104.0%3.332%
8/12/2025 FreeGulliver LLC239,874$36.73M16.8%+8.9%2.123%
8/12/2025 CreativeOne Wealth LLC10,467$1.60M0.0%-15.2%0.093%
8/12/2025 Cozad Asset Management Inc.6,814$1.04M0.1%+3.6%0.060%
8/12/2025 Reliant Wealth Planning204,525$31.32M12.2%+9.7%1.810%
8/12/2025 MAI Capital Management5,501$842K0.0%+550,000.0%0.049%
8/12/2025 JPMorgan Chase & Co.172,008$26.34M0.0%+2.2%1.522%
8/12/2025 PKS Advisory Services LLC4,829$739K0.2%-4.0%0.043%
8/8/2025 KM Capital Management Ltd.100,108$15.33M7.6%+0.1%0.886%
8/8/2025 Cetera Investment Advisers23,912$3.66M0.0%-52.8%0.212%
8/8/2025 Thoroughbred Financial Services LLC24,788$3.80M0.3%-9.2%0.219%
8/8/2025 Creative Planning17,856$2.73M0.0%-0.6%0.158%
8/7/2025 Prescott Group Capital Management L.L.C.134,450$20.59M2.4%+48.1%1.190%
8/5/2025 Huntington National Bank5,157$790K0.0%-14.8%0.046%
8/5/2025 Optivise Advisory Services LLC11,158$1.71M0.9%-1.7%0.099%
8/5/2025 Gilbert & Cook Inc.531,477$81.38M11.0%+2.9%4.703%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,931$296K0.0%+25.5%0.017%
8/5/2025 Atlas Private Wealth Advisors1,400$214K0.0%N/A0.012%
8/4/2025 Creative Financial Designs Inc. ADV24,455$3.75M0.3%-8.5%0.216%
8/4/2025 Tradewinds LLC.1,638$251K0.2%N/A0.014%
8/4/2025 Grant Street Asset Management Inc.22,043$3.38M0.8%+18.7%0.195%
8/4/2025 Assetmark Inc.660$101K0.0%+292.9%0.006%
8/4/2025 Flagship Harbor Advisors LLC4,559$698K0.0%+1.7%0.040%
8/1/2025 Envestnet Asset Management Inc.19,588$3.00M0.0%-66.7%0.173%
7/31/2025 Wealthfront Advisers LLC18,773$2.88M0.0%+8.8%0.166%
7/31/2025 Leavell Investment Management Inc.14,505$2.22M0.1%+9.8%0.128%
7/31/2025 Focus Partners Advisor Solutions LLC1,949$298K0.0%N/A0.017%
7/31/2025 WFA Asset Management Corp91,536$14.02M8.1%-2.4%0.810%
7/30/2025 First Citizens Bank & Trust Co.62,014$9.50M0.1%+0.5%0.549%
7/30/2025 Mason & Associates LLC18,986$2.91M0.7%-0.4%0.168%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV92,960$14.23M2.6%+0.2%0.823%
7/29/2025 Spirit of America Management Corp NY2,932$457K0.1%-9.9%0.026%
7/29/2025 Manchester Financial Inc.95,073$14.56M3.0%+70.8%0.841%
7/29/2025 Stratos Wealth Partners LTD.19,734$3.02M0.0%-0.5%0.175%
7/28/2025 Harbour Investments Inc.646$99K0.0%-76.9%0.006%
7/25/2025 Envestnet Portfolio Solutions Inc.62,014$9.50M0.0%+0.5%0.549%
7/25/2025 CWM LLC6,735$1.03M0.0%+673,400.0%0.060%
7/25/2025 Concurrent Investment Advisors LLC3,226$494K0.0%+45.3%0.029%
7/24/2025 McKinley Carter Wealth Services Inc.207,352$31.75M1.8%-3.6%1.835%
7/23/2025 Clear Creek Financial Management LLC4,124$631K0.1%-36.9%0.037%
7/23/2025 Dohj LLC93,113$14.26M3.8%-50.9%0.828%
7/23/2025 Valmark Advisers Inc.29,227$4.48M0.1%-28.4%0.260%
7/23/2025 Arcadia Investment Advisors LLC74,353$11.39M5.9%+1.3%0.661%
7/23/2025 Heck Capital Advisors LLC204,097$31.25M2.7%+437.0%1.814%
7/22/2025 DAVENPORT & Co LLC2,188$335K0.0%N/A0.019%
7/22/2025 Merit Financial Group LLC37,914$5.81M0.1%-48.8%0.337%
7/22/2025 Noble Family Wealth LLC25,277$3.87M0.9%-4.6%0.225%
7/21/2025 NTV Asset Management LLC1,785$273K0.0%N/A0.016%
7/21/2025 Jackson Wealth Management LLC2,546$390K0.0%-6.2%0.023%
7/21/2025 Patriot Financial Group Insurance Agency LLC5,659$867K0.1%-2.8%0.050%
7/18/2025 SOA Wealth Advisors LLC.21,072$3.23M0.4%+23.6%0.187%
7/17/2025 Fifth Third Securities Inc.6,564$1.01M0.1%+7.0%0.058%
7/17/2025 Avior Wealth Management LLC8,575$1.31M0.0%-2.9%0.076%
7/16/2025 Kendall Capital Management2,114$324K0.1%-10.2%0.019%
7/16/2025 GenWealth Group Inc.2,860$438K0.1%-3.4%0.025%
7/15/2025 McAdam LLC7,875$1.21M0.1%+59.0%0.070%
7/15/2025 Boyd Wealth Management LLC15,310$2.34M1.0%+10.0%0.136%
7/14/2025 Wooster Corthell Wealth Management Inc.8,331$1.28M0.2%+21.9%0.074%
7/11/2025 Silver Oak Securities Incorporated8,773$1.34M0.1%N/A0.078%
7/10/2025 Wealth Enhancement Advisory Services LLC13,855$2.15M0.0%-35.4%0.123%
7/10/2025 Capital Advisory Group Advisory Services LLC3,446$528K0.2%-46.2%0.031%
7/10/2025 Tompkins Financial Corp553,806$84.80M7.8%-4.0%4.923%
7/10/2025 Compton Wealth Advisory Group LLC12,897$1.98M0.5%-19.7%0.115%
7/9/2025 Breakwater Capital Group3,372$516K0.1%N/A0.030%
7/9/2025 Searcy Financial Services Inc. ADV179,041$27.42M11.1%N/A1.591%
7/7/2025 Investors Research Corp2,291$351K0.1%+54.7%0.020%
7/7/2025 TruWealth Advisors LLC1,453$222K0.0%N/A0.013%
7/2/2025 Crumly & Associates Inc.3,427$525K0.1%N/A0.030%
6/27/2025 Goldman Sachs Group Inc.23,649$3.25M0.0%-34.9%0.210%
6/18/2025 Voya Investment Management LLC48,786$6.70M0.0%+345.3%0.436%
5/21/2025 McAdam LLC4,952$680K0.0%+83.5%0.044%
5/20/2025 Focus Partners Wealth3,376$464K0.0%-16.4%0.030%
5/19/2025 Jane Street Group LLC3,422$470K0.0%-64.8%0.031%
5/19/2025 SageView Advisory Group LLC48,074$6.61M0.3%-43.3%0.431%
5/19/2025 Legacy Advisory Services LLC14,435$1.98M1.7%N/A0.129%
(Data available from 1/1/2016 forward)

IWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWL shares?

During the previous two years, 199 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were Bank of America Corp DE ($94.30M), Tompkins Financial Corp ($84.80M), Gilbert & Cook Inc. ($81.38M), Richmond Investment Services LLC ($57.66M), Ameriprise Financial Inc. ($54.82M), Lido Advisors LLC ($47.42M), and LPL Financial LLC ($39.40M).Learn more on iShares Russell Top 200 ETF's institutional investors.

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

Of the 167 institutional investors that purchased iShares Russell Top 200 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prescott Group Capital Management L.L.C. ($6.04M), Proficio Capital Partners LLC ($405.57K), Richmond Investment Services LLC ($366.34K), Lido Advisors LLC ($259.06K), Heck Capital Advisors LLC ($233.46K), Win Advisors Inc. ($206.80K), and Reliant Wealth Planning ($204.53K).

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

Institutional investors have bought a total of 9,312,925 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Which of iShares Russell Top 200 ETF's major shareholders have been selling company stock?

Of the 87 institutional investors that sold iShares Russell Top 200 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tompkins Financial Corp ($447.58K), McKinley Carter Wealth Services Inc. ($186.46K), Equitable Holdings Inc. ($149.79K), Dohj LLC ($108.38K), BNP Paribas Financial Markets ($105.55K), Voya Investment Management LLC ($66.05K), and Dechtman Wealth Management LLC ($65.17K).

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

Institutional investors have sold a total of 1,693,467 shares in the last 24 months. This volume of shares sold represents approximately $243.64M in transactions.



This page (NYSEARCA:IWL) was last updated on 9/4/2025 by MarketBeat.com Staff
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