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iShares Russell Top 200 ETF (IWL) Institutional Ownership

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$122.39
-0.67 (-0.54%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$157.89M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$104.63M
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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
4/25/2024Capital Investment Advisory Services LLC2,000$254K0.0%-16.7%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.129,254$16.43M0.1%+38.2%1.267%
4/24/2024 Leavell Investment Management Inc.13,755$1.75M0.1%+2.6%0.135%
4/24/2024 Newbridge Financial Services Group Inc.4,795$610K0.3%+44.4%0.047%
4/24/2024 Pegasus Partners Ltd.204,016$25.94M2.7%+8.2%2.000%
4/24/2024 Dechtman Wealth Management LLC92,078$11.71M2.7%-1.0%0.903%
4/22/2024 Cahaba Wealth Management Inc.7,295$927K0.1%-16.7%0.072%
4/19/2024 WFA Asset Management Corp93,818$11.93M6.2%+1.3%0.920%
4/16/2024 Toth Financial Advisory Corp3,250$413K0.1%+24.3%0.032%
4/16/2024 Noble Family Wealth LLC29,150$3.71M1.1%-14.6%0.286%
4/16/2024 Dohj LLC216,517$27.52M7.3%+1.0%2.123%
4/10/2024 SOA Wealth Advisors LLC.7,280$925K0.2%+18.8%0.071%
4/8/2024 Tompkins Financial Corp667,208$84.82M9.6%+3.1%7.713%
3/28/2024 Newbridge Financial Services Group Inc.3,320$382K0.2%+27.4%0.038%
3/6/2024SageView Advisory Group LLC112,318$13.44M0.5%-13.3%1.298%
2/16/2024SageView Advisory Group LLC112,318$13.44M0.4%-13.3%1.298%
2/14/2024BOKF NA62,881$7.24M0.1%+3,631.8%0.727%
2/14/2024 Sollinda Capital Management LLC2,000$230K0.1%N/A0.023%
2/14/2024Asset Allocation Strategies LLC26,036$3.00M1.2%+23.6%0.301%
2/9/2024SageView Advisory Group LLC112,318$13.44M0.4%-13.3%1.298%
2/9/2024 Cambridge Investment Research Advisors Inc.93,536$10.77M0.0%+334.3%1.081%
2/9/2024Thoroughbred Financial Services LLC19,768$2.28M0.2%-7.7%0.229%
2/8/2024Efficient Advisors LLC6,411$738K0.0%-3.5%0.074%
2/7/2024Avantax Advisory Services Inc.2,772$319K0.0%N/A0.032%
2/7/2024McKinley Carter Wealth Services Inc.362,873$41.76M3.1%+34.0%4.195%
2/7/2024Envestnet Portfolio Solutions Inc.95,546$11.00M0.0%+10.4%1.105%
2/7/2024 Strategic Equity Management75,894$8.74M9.8%-67.7%0.877%
2/7/2024Principal Securities Inc.3,782$435K0.0%N/A0.044%
2/7/2024Ethos Financial Group LLC2,976$343K0.1%-9.8%0.034%
2/6/2024ShoreHaven Wealth Partners LLC43,157$4.97M3.0%-1.3%0.499%
2/6/2024Lincoln National Corp27,804$3.20M0.1%+29.9%0.321%
2/6/2024Private Advisor Group LLC2,996$345K0.0%+14.2%0.035%
2/6/20249258 Wealth Management LLC28,723$3.31M0.6%+10.8%0.332%
2/5/2024 Win Advisors Inc.210,162$24.19M11.0%+1,219.7%2.430%
2/5/2024 McAdam LLC2,870$330K0.0%+8.0%0.033%
2/5/2024Gilbert & Cook Inc.554,726$63.84M9.0%-2.0%6.413%
2/2/2024 Dohj LLC214,354$24.67M7.3%+74.2%2.478%
2/2/2024Valmark Advisers Inc.18,074$2.08M0.0%-4.0%0.209%
2/1/2024Capital Investment Advisory Services LLC2,400$276K0.0%-4.2%0.028%
2/1/2024 WFA Asset Management Corp92,594$10.66M5.8%+9.0%1.070%
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1/31/2024 Boyd Wealth Management LLC10,988$1.27M0.8%-2.2%0.127%
1/30/2024Avior Wealth Management LLC15,561$1.79M0.1%-22.8%0.180%
1/30/2024 Octavia Wealth Advisors LLC1,857$214K0.0%N/A0.021%
1/26/2024 Toth Financial Advisory Corp2,615$301K0.0%N/A0.030%
1/25/2024Grant Street Asset Management Inc.20,093$2.31M0.8%-1.2%0.232%
1/25/2024Woodard & Co. Asset Management Group Inc. ADV101,725$11.71M3.4%-13.4%1.176%
1/24/2024Sowell Financial Services LLC22,403$2.58M0.1%N/A0.259%
1/24/2024Arkadios Wealth Advisors65,773$7.57M0.6%-2.3%0.760%
1/23/2024 Leavell Investment Management Inc.13,405$1.54M0.1%-53.2%0.155%
1/22/2024 First Citizens Bank & Trust Co.95,546$11.00M0.2%+10.4%1.105%
1/22/2024 Zimmermann Investment Management & Planning LLC20,102$2.31M0.9%-4.3%0.232%
1/22/2024Glass Jacobson Investment Advisors llc252$29K0.0%-88.2%0.003%
1/19/2024 Dechtman Wealth Management LLC93,020$10.71M2.8%-2.4%1.075%
1/19/2024Forum Private Client Group LLC5,126$590K0.3%N/A0.059%
1/19/2024Patriot Financial Group Insurance Agency LLC7,880$907K0.2%-4.8%0.091%
1/18/2024 Gradient Investments LLC338$39K0.0%N/A0.004%
1/18/2024Wooster Corthell Wealth Management Inc.7,991$920K0.2%-11.7%0.092%
1/18/2024KM Capital Management Ltd.106,681$12.28M7.1%-6.7%1.233%
1/18/2024 Noble Family Wealth LLC34,150$3.93M1.2%-0.3%0.395%
1/18/2024 First Pacific Financial2,895$333K0.1%+25.1%0.033%
1/16/2024 Raymond James Financial Services Advisors Inc.4,978$573K0.0%-35.5%0.058%
1/16/2024 Raymond James & Associates3,908$450K0.0%+50.8%0.045%
1/11/2024 SOA Wealth Advisors LLC.6,127$705K0.2%+20.2%0.071%
1/10/2024Creative Financial Designs Inc. ADV80,696$9.29M0.9%+8.1%0.933%
1/10/2024 Cornerstone Wealth Management LLC2,131$245K0.0%-4.1%0.025%
1/3/2024 Massmutual Trust Co. FSB ADV767$88K0.0%N/A0.009%
1/2/2024Anchor Investment Management LLC3,519$405K0.0%N/A0.041%
12/6/2023Grant Street Asset Management Inc.20,337$2.10M0.8%-9.6%0.235%
11/20/2023Silver Oak Securities Incorporated6,492$671K0.1%-25.4%0.075%
11/17/2023Asset Allocation Strategies LLC21,065$2.18M1.0%+7.4%0.244%
11/16/2023Harbour Investments Inc.2,210$228K0.0%+27.8%0.026%
11/15/2023Integrated Wealth Concepts LLC34,424$3.56M0.1%-1.6%0.398%
11/14/2023Woodard & Co. Asset Management Group Inc. ADV117,527$12.15M4.1%+50.7%1.359%
11/14/2023 Pegasus Partners Ltd.155,506$16.08M2.3%+29.9%1.798%
11/13/2023LPL Financial LLC194,434$20.10M0.0%-12.0%2.248%
11/13/2023Envestnet Portfolio Solutions Inc.86,572$8.95M0.0%N/A1.001%
11/13/2023Kestra Advisory Services LLC2,496$258K0.0%N/A0.029%
11/9/2023Nicollet Investment Management Inc.42,962$4.44M2.0%+13.3%0.497%
11/9/2023UBS Group AG23,646$2.44M0.0%+1.1%0.273%
11/8/2023HighTower Advisors LLC80,070$8.28M0.0%-53.4%0.926%
11/8/20239258 Wealth Management LLC25,922$2.68M0.5%-1.9%0.300%
11/8/2023Valmark Advisers Inc.18,834$1.95M0.0%+5.0%0.218%
11/7/2023 Strategic Equity Management235,177$24.31M9.2%-3.8%2.719%
11/7/2023Efficient Advisors LLC6,641$686K0.0%-4.3%0.077%
11/7/2023Glass Jacobson Investment Advisors llc2,129$220K0.1%-14.2%0.025%
11/6/2023Buck Wealth Strategies LLC359$37K0.0%N/A0.004%
11/6/2023Lincoln National Corp21,411$2.21M0.0%+4.8%0.248%
11/3/2023Private Advisor Group LLC2,623$271K0.0%+5.0%0.030%
11/3/2023SageView Advisory Group LLC129,617$13.40M0.8%-1.9%1.498%
11/2/2023Capital Investment Advisory Services LLC2,506$259K0.0%+25.3%0.029%
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Find out why right here (and see what you can do to get in too with just a few dollars).
11/2/2023Gilbert & Cook Inc.566,111$58.52M9.2%+1.6%6.545%
11/1/2023Csenge Advisory Group6,512$673K0.0%-41.3%0.075%
11/1/2023 Wealthfront Advisers LLC4,848$501K0.0%+71.2%0.056%
10/31/2023 Zimmermann Investment Management & Planning LLC20,998$2.17M1.0%+1.2%0.243%
10/30/2023 Win Advisors Inc.15,925$1.65M0.8%+373.4%0.184%
10/30/2023 First Citizens Bank & Trust Co.86,572$8.95M0.2%-18.2%1.001%
10/30/2023Wooster Corthell Wealth Management Inc.9,053$936K0.2%-28.9%0.105%
10/25/2023 Boyd Wealth Management LLC11,231$1.16M0.8%-1.9%0.130%
10/24/2023ShoreHaven Wealth Partners LLC43,715$4.52M3.1%-0.4%0.505%
10/24/2023 Stratos Wealth Partners LTD.22,316$2.31M0.0%+1.5%0.258%
(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, 127 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were K.J. Harrison & Partners Inc ($283.31M), Tompkins Financial Corp ($84.82M), Gilbert & Cook Inc. ($63.84M), Bank of America Corp DE ($46.92M), McKinley Carter Wealth Services Inc. ($41.76M), Dohj LLC ($27.52M), and Pegasus Partners Ltd. ($25.94M).Learn more on IWL's institutional investors.

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

Of the 105 institutional investors that purchased iShares Russell Top 200 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: McKinley Carter Wealth Services Inc. ($452.89K), Gilbert & Cook Inc. ($308.30K), Win Advisors Inc. ($235.52K), Wexford Capital LP ($165.15K), Cambridge Investment Research Advisors Inc. ($148.18K), Dohj LLC ($134.79K), and Woodard & Co. Asset Management Group Inc. ADV ($115.66K).

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

Institutional investors have bought a total of 3,353,944 shares in the last 24 months. This purchase volume represents approximately $333.69M in transactions.

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

Of the 80 institutional investors that sold iShares Russell Top 200 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. ($1.54M), Envestnet Asset Management Inc. ($1.52M), Strategic Equity Management ($348.94K), Gilbert & Cook Inc. ($210.03K), HighTower Advisors LLC ($100.32K), 9258 Wealth Management LLC ($92.22K), and McKinley Carter Wealth Services Inc. ($92.15K).

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

Institutional investors have sold a total of 4,691,947 shares in the last 24 months. This volume of shares sold represents approximately $423.75M in transactions.


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This page (NYSEARCA:IWL) was last updated on 4/26/2024 by MarketBeat.com Staff

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