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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$192.05 +2.38 (+1.26%)
As of 02:28 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)
110
Total
Institutional Inflows
(last 12 months)
$179.87M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$75.77M
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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
7/10/2026 Investors Research Corp3,362$622K0.1%-3.9%0.028%
7/10/2026 Annex Advisory Services LLC73,569$13.61M0.2%-0.7%0.621%
7/10/2026 GenWealth Group Inc.1,889$349K0.1%-5.5%0.016%
7/9/2026 Breakwater Capital Group6,535$1.21M0.1%+28.9%0.055%
7/7/2026 Avior Wealth Management LLC7,805$1.44M0.0%-1.7%0.066%
5/28/2026 Cozad Asset Management Inc.7,842$1.26M0.1%+2.2%0.066%
5/20/2026 SOA Wealth Advisors LLC.18,789$3.02M0.3%-1.5%0.157%
5/19/2026 Bank of America Corp DE633,514$101.67M0.0%-7.4%5.301%
5/19/2026 Centaurus Financial Inc.2,493$400K0.0%-18.7%0.021%
5/18/2026 Royal Bank of Canada155,762$25.00M0.0%+16.8%1.303%
5/18/2026 Reliant Wealth Planning206,913$33.21M10.0%+3.9%1.731%
5/15/2026 FreeGulliver LLC215,824$34.64M14.6%-1.6%1.806%
5/15/2026 Waverly Advisors LLC33,336$5.35M0.0%+6.2%0.279%
5/14/2026 Lido Advisors LLC371,412$59.60M0.2%-2.9%3.108%
5/13/2026 Cetera Investment Advisers36,383$5.84M0.0%+3.2%0.304%
5/13/2026 Envision Financial Transparency LLC2,048$329K0.3%N/A0.017%
5/13/2026 First Citizens Bank & Trust Co.56,693$9.10M0.2%+0.6%0.474%
5/7/2026 Grant Street Asset Management Inc.22,017$3.53M0.7%-1.6%0.184%
5/5/2026 Wealthfront Advisers LLC22,174$3.56M0.0%+15.8%0.186%
5/5/2026 Bank of New York Mellon Corp3,201$514K0.0%+4.8%0.027%
5/5/2026 NFSG Corp3,083$495K0.1%-7.8%0.026%
5/5/2026 Ethos Financial Group LLC2,278$366K0.0%-17.0%0.019%
5/5/2026 Sanctuary 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%
4/30/2026Efficient 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%
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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%
3/9/2026 Corient 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%
2/24/2026 Stone Wealth Partners4,299$734K0.7%N/A0.035%
2/19/2026 Corient Private Wealth LLC3,000$512K0.0%+82.1%0.024%
2/18/2026 Mercer Global Advisors Inc. ADV15,125$2.58M0.0%+152.4%0.121%
2/18/2026 First Citizens Bank & Trust Co.56,328$9.61M0.2%-4.3%0.452%
2/18/2026 NewEdge Advisors LLC230$39K0.0%-41.6%0.002%
2/18/2026 Garton & Associates Financial Advisors LLC194$33K0.0%N/A0.002%
2/18/2026 Stokes Family Office LLC4,330$739K0.1%N/A0.035%
2/17/2026 Cetera Investment Advisers35,268$6.02M0.0%+4.8%0.283%
2/17/2026 Equitable Holdings Inc.102,214$17.44M0.1%-0.8%0.821%
2/17/2026 GeoWealth Management LLC13,892$2.37M0.1%-2.8%0.112%
2/17/2026 Osaic Holdings Inc.52,128$8.90M0.0%-2.5%0.419%
2/17/2026 KM Capital Management Ltd.77,787$13.27M7.1%-14.1%0.625%
2/17/2026 Captrust Financial Advisors3,156$539K0.0%+75.2%0.025%
2/17/2026 Royal 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%
2/13/2026 CreativeOne 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%
2/13/2026 Stifel Financial Corp11,574$1.98M0.0%-1.8%0.093%
2/13/2026 Commerce Bank173,607$29.62M0.2%N/A1.394%
2/13/2026 Morgan Stanley728,697$124.34M0.0%+6.7%5.853%
2/13/2026 Integrated Wealth Concepts LLC38,109$6.50M0.1%+1.2%0.306%
2/13/2026 Wells 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%
2/13/2026 Summit Financial LLC5,549$947K0.0%-1.3%0.045%
2/12/2026 Reliant 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%
2/12/2026 FreeGulliver LLC219,255$37.41M13.8%-9.1%1.761%
2/12/2026 Steward Partners Investment Advisory LLC1,314$224K0.0%-5.7%0.011%
2/12/2026 Principal Securities Inc.7,936$1.35M0.0%-9.4%0.064%
2/12/2026 Great 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%
2/11/2026 Nicollet Investment Management Inc.47,632$8.13M2.6%+0.2%0.383%
2/11/2026 First American Trust FSB31,762$5.42M0.4%N/A0.255%
2/11/2026 Capital Analysts LLC654$112K0.0%-96.7%0.005%
2/11/2026 Focus Partners Advisor Solutions LLC13,577$2.32M0.0%-24.4%0.109%
2/11/2026 LPL Financial LLC283,567$48.39M0.0%+8.5%2.278%
2/11/2026 JPMorgan Chase & Co.156,027$26.62M0.0%-3.9%1.253%
2/11/2026 Vise Technologies Inc.5,554$948K0.0%N/A0.045%
2/10/2026 Lido Advisors LLC382,370$65.21M0.2%+14.8%3.071%
2/10/2026 Goldman Sachs Group Inc.55,668$9.50M0.0%-9.3%0.447%
2/10/2026 Northwestern Mutual Wealth Management Co.20,167$3.44M0.0%+3.0%0.162%
2/10/2026 Thoroughbred Financial Services LLC25,529$4.36M0.3%+4.2%0.205%
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2/9/2026 Huntington National Bank2,548$435K0.0%-3.2%0.020%
2/9/2026 Expressive 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%
2/6/2026 Forum 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%
2/6/2026 Covestor 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%
2/6/2026 HighTower Advisors LLC69,063$11.78M0.0%-2.1%0.555%


IWL Institutional Ownership - Frequently Asked Questions

During the previous two years, 227 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 191 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), Richmond Investment Services LLC ($390.22K), Lido Advisors LLC ($331.77K), Heck Capital Advisors LLC ($234.27K), Reliant Wealth Planning ($212.30K), Bank of America Corp DE ($201.35K), and Searcy Financial Services Inc. ADV ($179.04K).

Institutional investors have bought a total of 1,067,532 shares in the last 24 months. This purchase volume represents approximately $179.87M in transactions.

Of the 89 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: McKinley Carter Wealth Services Inc. ($78.09K), Bank of America Corp DE ($50.93K), Voya Investment Management LLC ($33.12K), JPMorgan Chase & Co. ($25.64K), FreeGulliver LLC ($25.44K), Two Sigma Investments LP ($24.70K), and Woodard & Co. Asset Management Group Inc. ADV ($19.52K).

Institutional investors have sold a total of 454,601 shares in the last 24 months. This volume of shares sold represents approximately $75.77M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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