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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$179.38 +1.27 (+0.71%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$379.69M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$167.71M
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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
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%
5/4/2026 Procyon Advisors LLC7,037$1.13M0.0%-1.3%0.059%
5/2/2026 Valmark Advisers Inc.26,881$4.31M0.1%-3.0%0.225%
5/1/2026 Fifth Third Bancorp1,150$185K0.0%N/A0.010%
5/1/2026 TSA Wealth Managment LLC2,163$347K0.1%N/A0.018%
4/30/2026 Kestra Advisory Services LLC30,306$4.86M0.0%-3.7%0.255%
4/30/2026 CFS Investment Advisory Services LLC1,730$305K0.0%N/A0.015%
4/30/2026 Efficient Advisors LLC3,881$623K0.0%+5.3%0.033%
4/29/2026 Richmond Investment Services LLC409,892$65.78M10.6%+3.4%3.444%
4/29/2026 Orin Green Financial LLC1,674$269K0.1%-4.3%0.014%
4/27/2026 PAX Financial Group LLC1,315$211K0.0%N/A0.011%
4/27/2026 Private Advisor Group LLC7,477$1.20M0.0%-2.5%0.063%
4/23/2026 Manchester Financial Inc.119,611$19.20M3.7%+0.9%1.005%
4/23/2026 Noble Family Wealth LLC20,015$3.21M0.7%-9.1%0.168%
4/23/2026 Asset Allocation Strategies LLC5,955$956K0.2%-5.4%0.050%
4/22/2026 Granite Islands Private Wealth LLC8,572$1.38M1.3%+44.0%0.072%
4/21/2026 Silver Oak Securities Incorporated9,721$1.56M0.1%-25.0%0.082%
4/20/2026 Kestra Private Wealth Services LLC3,917$629K0.0%+10.0%0.033%
4/20/2026 Breakwater Capital Group5,071$814K0.1%+15.9%0.043%
4/16/2026 Redstone Wealth Management LLC12,894$2.07M1.6%-17.1%0.108%
4/16/2026 Diversified Trust Co1,484$238K0.0%N/A0.012%
3/9/2026Corient Private Wealth LLC3,000$512K0.0%+82.1%0.024%
3/3/2026 NWF Advisory Services Inc.1,656$283K0.0%-8.8%0.013%
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%
2/17/2026 Howe & Rusling Inc.919$157K0.0%N/A0.007%
2/16/2026 MML Investors Services LLC13,210$2.25M0.0%+3.9%0.106%
2/13/2026CreativeOne Wealth LLC21,585$3.68M0.1%+14.4%0.173%
2/13/2026 Kestra Advisory Services LLC31,458$5.37M0.0%+25.6%0.253%
2/13/2026 Winter & 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%
2/13/2026 Asset 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%
2/12/2026 Richmond Investment Services LLC396,436$67.64M11.7%+2.7%3.184%
2/12/2026 Commonwealth 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%
2/12/2026 Manchester 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%
2/11/2026 Vise 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%
2/9/2026 Strategic Equity Management37,156$6.34M2.1%-7.3%0.298%
2/9/2026 Redstone Wealth Management LLC15,550$2.65M2.1%N/A0.125%
2/6/2026Forum Private Client Group LLC4,485$765K0.3%-1.6%0.036%
2/6/2026 Creative Financial Designs Inc. ADV20,807$3.55M0.2%-13.4%0.167%
2/6/2026Covestor Ltd413$71K0.0%N/A0.003%
2/6/2026 Forefront Wealth Partners LLC10,738$1.83M0.9%+11.6%0.086%
2/6/2026 McKinley 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%
2/6/2026 Envestnet Portfolio Solutions Inc.56,328$9.61M0.0%-3.5%0.452%
2/6/2026 Yanni & Associates Investment Advisors LLC1,676$286K0.3%N/A0.013%
2/6/2026 Stronghold 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%
2/5/2026 Moneywise Inc.8,425$1.44M0.6%N/A0.068%
2/4/2026 Win Advisors Inc.11,217$1.91M0.8%-1.6%0.090%
2/3/2026BOKF NA13,045$2.23M0.0%N/A0.105%
2/2/2026PKS Advisory Services LLC4,748$810K0.2%+2.0%0.038%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV73,440$12.53M2.0%-20.0%0.590%
2/2/2026 Composition Wealth LLC82,008$13.99M0.2%-2.8%0.659%
1/30/2026Capital Developers LLC50,501$8.62M7.7%N/A0.406%
1/30/2026Wealthfront Advisers LLC19,141$3.27M0.0%-0.9%0.154%
1/29/2026Comerica Bank1,175$200K0.0%+22.3%0.009%
1/29/2026 Kestra Private Wealth Services LLC3,562$608K0.0%N/A0.029%
1/29/2026UBS Group AG68,400$11.67M0.0%-6.7%0.549%
1/29/2026Sanctuary Advisors LLC3,247$554K0.0%-4.6%0.026%
1/29/2026 Merkkuri Wealth Advisors LLC1,354$231K0.2%-17.5%0.011%
1/28/2026Geneos Wealth Management Inc.2,790$476K0.0%-3.8%0.022%
1/28/2026Grant Street Asset Management Inc.22,382$3.82M0.8%+3.1%0.180%


IWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWL shares?

During the previous two years, 233 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 ($103.37M), Tompkins Financial Corp ($97.45M), Gilbert & Cook Inc. ($86.90M), Richmond Investment Services LLC ($65.78M), Lido Advisors LLC ($65.21M), and Ameriprise Financial Inc. ($59.51M).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 198 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 ($204.53K), and Bank of America Corp DE ($201.35K).

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

Institutional investors have bought a total of 2,430,328 shares in the last 24 months. This purchase volume represents approximately $379.69M in transactions.

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

Of the 107 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), SageView Advisory Group LLC ($46.85K), Envestnet Asset Management Inc. ($44.73K), and Merit Financial Group LLC ($36.09K).

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

Institutional investors have sold a total of 1,072,297 shares in the last 24 months. This volume of shares sold represents approximately $167.71M in transactions.



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