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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$184.49 0.00 (0.00%)
As of 07/2/2026 04:10 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)
135
Total
Institutional Inflows
(last 12 months)
$310.85M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$159.80M
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IWL Institutional Buying and Selling by Quarter

iShares Russell Top 200 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2026Cozad Asset Management Inc.7,842$1.26M0.1%+2.2%0.066%
5/20/2026SOA Wealth Advisors LLC.18,789$3.02M0.3%-1.5%0.157%
5/19/2026Bank of America Corp DE633,514$101.67M0.0%-7.4%5.301%
5/19/2026Centaurus Financial Inc.2,493$400K0.0%-18.7%0.021%
5/18/2026Royal Bank of Canada155,762$25.00M0.0%+16.8%1.303%
5/18/2026Reliant Wealth Planning206,913$33.21M10.0%+3.9%1.731%
5/15/2026FreeGulliver LLC215,824$34.64M14.6%-1.6%1.806%
5/15/2026Waverly Advisors LLC33,336$5.35M0.0%+6.2%0.279%
5/14/2026Lido Advisors LLC371,412$59.60M0.2%-2.9%3.108%
5/13/2026Cetera Investment Advisers36,383$5.84M0.0%+3.2%0.304%
5/13/2026Envision Financial Transparency LLC2,048$329K0.3%N/A0.017%
5/13/2026First Citizens Bank & Trust Co.56,693$9.10M0.2%+0.6%0.474%
5/7/2026Grant Street Asset Management Inc.22,017$3.53M0.7%-1.6%0.184%
5/5/2026Wealthfront Advisers LLC22,174$3.56M0.0%+15.8%0.186%
5/5/2026Bank of New York Mellon Corp3,201$514K0.0%+4.8%0.027%
5/5/2026NFSG Corp3,083$495K0.1%-7.8%0.026%
5/5/2026Ethos Financial Group LLC2,278$366K0.0%-17.0%0.019%
5/5/2026Sanctuary Advisors LLC3,012$483K0.0%-7.2%0.025%
5/4/2026Procyon Advisors LLC7,037$1.13M0.0%-1.3%0.059%
5/2/2026Valmark Advisers Inc.26,881$4.31M0.1%-3.0%0.225%
5/1/2026Fifth Third Bancorp1,150$185K0.0%N/A0.010%
5/1/2026TSA Wealth Managment LLC2,163$347K0.1%N/A0.018%
4/30/2026Kestra Advisory Services LLC30,306$4.86M0.0%-3.7%0.255%
4/30/2026CFS Investment Advisory Services LLC1,730$305K0.0%N/A0.015%
4/30/2026Efficient Advisors LLC3,881$623K0.0%+5.3%0.033%
4/29/2026Richmond Investment Services LLC409,892$65.78M10.6%+3.4%3.444%
4/29/2026Orin Green Financial LLC1,674$269K0.1%-4.3%0.014%
4/27/2026PAX Financial Group LLC1,315$211K0.0%N/A0.011%
4/27/2026Private Advisor Group LLC7,477$1.20M0.0%-2.5%0.063%
4/23/2026Manchester Financial Inc.119,611$19.20M3.7%+0.9%1.005%
4/23/2026Noble Family Wealth LLC20,015$3.21M0.7%-9.1%0.168%
4/23/2026Asset Allocation Strategies LLC5,955$956K0.2%-5.4%0.050%
4/22/2026Granite Islands Private Wealth LLC8,572$1.38M1.3%+44.0%0.072%
4/21/2026Silver Oak Securities Incorporated9,721$1.56M0.1%-25.0%0.082%
4/20/2026Kestra Private Wealth Services LLC3,917$629K0.0%+10.0%0.033%
4/20/2026Breakwater Capital Group5,071$814K0.1%+15.9%0.043%
4/16/2026Redstone Wealth Management LLC12,894$2.07M1.6%-17.1%0.108%
4/16/2026Diversified Trust Co1,484$238K0.0%N/A0.012%
3/9/2026Corient Private Wealth LLC3,000$512K0.0%+82.1%0.024%
3/3/2026NWF Advisory Services Inc.1,656$283K0.0%-8.8%0.013%
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2/24/2026Stone Wealth Partners4,299$734K0.7%N/A0.035%
2/19/2026Corient Private Wealth LLC3,000$512K0.0%+82.1%0.024%
2/18/2026Mercer Global Advisors Inc. ADV15,125$2.58M0.0%+152.4%0.121%
2/18/2026First Citizens Bank & Trust Co.56,328$9.61M0.2%-4.3%0.452%
2/18/2026NewEdge Advisors LLC230$39K0.0%-41.6%0.002%
2/18/2026Garton & Associates Financial Advisors LLC194$33K0.0%N/A0.002%
2/18/2026Stokes Family Office LLC4,330$739K0.1%N/A0.035%
2/17/2026Cetera Investment Advisers35,268$6.02M0.0%+4.8%0.283%
2/17/2026Equitable Holdings Inc.102,214$17.44M0.1%-0.8%0.821%
2/17/2026GeoWealth Management LLC13,892$2.37M0.1%-2.8%0.112%
2/17/2026Osaic Holdings Inc.52,128$8.90M0.0%-2.5%0.419%
2/17/2026KM Capital Management Ltd.77,787$13.27M7.1%-14.1%0.625%
2/17/2026Captrust Financial Advisors3,156$539K0.0%+75.2%0.025%
2/17/2026Royal Bank of Canada133,395$22.76M0.0%-8.1%1.071%
2/17/2026Howe & Rusling Inc.919$157K0.0%N/A0.007%
2/16/2026MML Investors Services LLC13,210$2.25M0.0%+3.9%0.106%
2/13/2026CreativeOne Wealth LLC21,585$3.68M0.1%+14.4%0.173%
2/13/2026Kestra Advisory Services LLC31,458$5.37M0.0%+25.6%0.253%
2/13/2026Winter & Associates Inc.13,344$2.28M2.1%N/A0.107%
2/13/2026Stifel Financial Corp11,574$1.98M0.0%-1.8%0.093%
2/13/2026Commerce Bank173,607$29.62M0.2%N/A1.394%
2/13/2026Morgan Stanley728,697$124.34M0.0%+6.7%5.853%
2/13/2026Integrated Wealth Concepts LLC38,109$6.50M0.1%+1.2%0.306%
2/13/2026Wells Fargo & Company MN58,440$9.97M0.0%+2.0%0.469%
2/13/2026Asset Allocation Strategies LLC6,295$1.07M0.2%-7.3%0.051%
2/13/2026Summit Financial LLC5,549$947K0.0%-1.3%0.045%
2/12/2026Reliant Wealth Planning199,143$33.98M10.6%-1.2%1.600%
2/12/2026Richmond Investment Services LLC396,436$67.64M11.7%+2.7%3.184%
2/12/2026Commonwealth Equity Services LLC99,550$16.99M0.0%+15.5%0.800%
2/12/2026FreeGulliver LLC219,255$37.41M13.8%-9.1%1.761%
2/12/2026Steward Partners Investment Advisory LLC1,314$224K0.0%-5.7%0.011%
2/12/2026Principal Securities Inc.7,936$1.35M0.0%-9.4%0.064%
2/12/2026Great Valley Advisor Group Inc.25,916$4.42M0.1%+4.0%0.208%
2/12/2026Manchester Financial Inc.118,491$20.22M3.8%+1.9%0.952%
2/11/2026Nicollet Investment Management Inc.47,632$8.13M2.6%+0.2%0.383%
2/11/2026First American Trust FSB31,762$5.42M0.4%N/A0.255%
2/11/2026Capital Analysts LLC654$112K0.0%-96.7%0.005%
2/11/2026Focus Partners Advisor Solutions LLC13,577$2.32M0.0%-24.4%0.109%
2/11/2026LPL Financial LLC283,567$48.39M0.0%+8.5%2.278%
2/11/2026JPMorgan Chase & Co.156,027$26.62M0.0%-3.9%1.253%
2/11/2026Vise Technologies Inc.5,554$948K0.0%N/A0.045%
2/10/2026Lido Advisors LLC382,370$65.21M0.2%+14.8%3.071%
2/10/2026Goldman Sachs Group Inc.55,668$9.50M0.0%-9.3%0.447%
2/10/2026Northwestern Mutual Wealth Management Co.20,167$3.44M0.0%+3.0%0.162%
2/10/2026Thoroughbred Financial Services LLC25,529$4.36M0.3%+4.2%0.205%
2/9/2026Huntington National Bank2,548$435K0.0%-3.2%0.020%
2/9/2026Expressive Wealth LLC6,155$1.05M1.1%N/A0.049%
2/9/2026Strategic Equity Management37,156$6.34M2.1%-7.3%0.298%
2/9/2026Redstone Wealth Management LLC15,550$2.65M2.1%N/A0.125%
2/6/2026Forum Private Client Group LLC4,485$765K0.3%-1.6%0.036%
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2/6/2026Creative Financial Designs Inc. ADV20,807$3.55M0.2%-13.4%0.167%
2/6/2026Covestor Ltd413$71K0.0%N/A0.003%
2/6/2026Forefront Wealth Partners LLC10,738$1.83M0.9%+11.6%0.086%
2/6/2026McKinley Carter Wealth Services Inc.129,261$22.06M1.2%-4.9%1.038%
2/6/2026HighTower Advisors LLC69,063$11.78M0.0%-2.1%0.555%
2/6/2026Envestnet Portfolio Solutions Inc.56,328$9.61M0.0%-3.5%0.452%
2/6/2026Yanni & Associates Investment Advisors LLC1,676$286K0.3%N/A0.013%
2/6/2026Stronghold Wealth Management L.L.C.2,959$505K0.7%N/A0.024%
2/5/2026Northwestern Mutual Wealth Management Co.106,119$18.11M0.0%+442.1%0.852%
2/5/2026Moneywise Inc.8,425$1.44M0.6%N/A0.068%


IWL Institutional Ownership - Frequently Asked Questions

During the previous two years, 231 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were Morgan Stanley ($124.34M), Bank of America Corp DE ($101.67M), Tompkins Financial Corp ($97.45M), Gilbert & Cook Inc. ($86.90M), Richmond Investment Services LLC ($65.78M), Lido Advisors LLC ($59.60M), and Ameriprise Financial Inc. ($59.51M).Learn more on iShares Russell Top 200 ETF's institutional investors.

Of the 196 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 ($390.22K), Lido Advisors LLC ($331.77K), Heck Capital Advisors LLC ($234.27K), Reliant Wealth Planning ($212.30K), and Bank of America Corp DE ($201.35K).

Institutional investors have bought a total of 1,923,224 shares in the last 24 months. This purchase volume represents approximately $310.85M in transactions.

Of the 103 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: Equitable Holdings Inc. ($150.66K), BNP Paribas Financial Markets ($105.55K), Dohj LLC ($96.37K), McKinley Carter Wealth Services Inc. ($85.89K), Bank of America Corp DE ($50.93K), Envestnet Asset Management Inc. ($44.73K), and Merit Financial Group LLC ($36.09K).

Institutional investors have sold a total of 1,003,553 shares in the last 24 months. This volume of shares sold represents approximately $159.80M in transactions.


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This page (NYSEARCA:IWL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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