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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$86.49 -1.64 (-1.86%)
Closing price 04:10 PM Eastern
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$86.48 -0.02 (-0.02%)
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Value ETF (NYSEARCA:IWX)

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$1.14B
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Skip Chart & View Institutional Buying and Selling Data

IWX Institutional Buying and Selling by Quarter

iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025Sound Income Strategies LLC1,330$117K0.0%-34.1%0.004%
10/10/2025Signal Advisors Wealth LLC20,072$1.76M0.2%+97.7%0.062%
10/9/2025 Compton Wealth Advisory Group LLC245,679$21.59M5.0%-0.8%0.755%
10/9/2025 Richard P Slaughter Associates Inc405,527$35.64M7.7%-20.4%1.246%
10/9/2025 Voya Investment Management LLC11,362$998K0.0%-62.1%0.035%
10/8/2025 Country Club Bank18,226$1.60M0.1%-8.9%0.056%
10/3/2025 KFA Private Wealth Group LLC2,494$219K0.1%-4.6%0.008%
8/25/2025Silverlake Wealth Management LLC3,519$296K0.1%-18.6%0.011%
8/15/2025Tower Research Capital LLC TRC 780$66K0.0%+42.1%0.002%
8/15/2025Smartleaf Asset Management LLC8,511$714K0.1%-10.4%0.026%
8/15/2025MML Investors Services LLC51,556$4.34M0.0%-56.2%0.160%
8/15/2025EP Wealth Advisors LLC17,005$1.43M0.0%N/A0.053%
8/15/2025Bank of America Corp DE208,398$17.55M0.0%-7.5%0.645%
8/15/2025Ameriprise Financial Inc.298,492$25.13M0.0%-16.0%0.924%
8/14/2025First Citizens Asset Management Inc.465,765$39.21M15.3%-4.3%1.442%
8/14/2025Jane Street Group LLC3,121$263K0.0%-81.2%0.010%
8/14/2025Ausdal Financial Partners Inc.12,071$1.02M0.1%+2.8%0.037%
8/14/2025Raymond James Financial Inc.118,934$10.01M0.0%+16.1%0.368%
8/14/2025Quantinno Capital Management LP7,209$607K0.0%N/A0.022%
8/14/2025NewEdge Advisors LLC169,485$14.27M0.1%-0.5%0.525%
8/14/2025Qube Research & Technologies Ltd1,025$86K0.0%+157.5%0.003%
8/14/2025SVB Wealth LLC532,559$44.84M2.4%N/A1.649%
8/14/2025Transce3nd LLC10,246$863K0.4%+10.4%0.032%
8/13/2025Cresset Asset Management LLC11,203$943K0.0%-4.2%0.035%
8/13/2025Fisher Asset Management LLC5,720$482K0.0%N/A0.018%
8/13/2025Lido Advisors LLC999,539$84.15M0.3%-3.5%3.095%
8/13/2025Northwestern Mutual Wealth Management Co.23,223$1.96M0.0%-18.7%0.072%
8/12/2025J.W. Cole Advisors Inc.5,819$490K0.0%N/A0.018%
8/12/2025Financial Advocates Investment Management3,564$300K0.0%+17.9%0.011%
8/12/2025Laurel Wealth Advisors LLC387,274$32.61M0.0%+8,319.0%1.199%
8/12/2025CreativeOne Wealth LLC3,232$272K0.0%-38.9%0.010%
8/12/2025JPMorgan Chase & Co.274,444$23.11M0.0%+8.4%0.850%
8/11/2025Kingdom Financial Group LLC.86,942$7.32M6.4%-43.5%0.267%
8/11/2025Perennial Investment Advisors LLC2,415$203K0.0%N/A0.007%
8/8/2025Rockefeller Capital Management L.P.20,338$1.71M0.0%+1.6%0.062%
8/8/2025Cetera Investment Advisers43,862$3.69M0.0%-87.3%0.135%
8/8/2025Meridian Wealth Management LLC3,837$323K0.0%-3.3%0.012%
8/8/2025Foundations Investment Advisors LLC14,187$1.19M0.0%-2.4%0.044%
8/7/2025Fidelis Capital Partners LLC15,678$1.32M0.1%-7.2%0.048%
8/7/2025Global Wealth Management Investment Advisory Inc.24,309$2.05M0.4%-3.4%0.075%
8/6/2025Prospera Financial Services Inc10,564$889K0.0%+23.4%0.032%
8/6/2025Decker Retirement Planning Inc.9,353$787K0.5%-1.4%0.029%
8/6/2025AE Wealth Management LLC1,017,400$85.66M0.6%+0.6%3.126%
8/6/2025Sterling Capital Management LLC238,514$20.08M0.3%+0.1%0.733%
8/6/2025Bryn Mawr Trust Advisors LLC221,662$18.66M1.0%+16.4%0.681%
8/6/2025SouthState Corp1,013$85K0.0%-46.6%0.003%
8/6/2025Anchor Capital Advisors LLC2,570$216K0.0%-20.2%0.008%
8/6/2025Centerpoint Advisory Group10,384$874K0.8%+26.6%0.032%
8/6/2025First Horizon Advisors Inc.1,318$111K0.0%+14.6%0.004%
8/5/2025Claro Advisors LLC8,388$706K0.1%+63.0%0.026%
8/5/2025TIAA Trust National Association12,631,293$1.06B2.8%+13.2%38.806%
8/4/2025FWG Investments LLC.28,360$2.39M1.8%-2.2%0.087%
8/4/2025BLB&B Advisors LLC2,387$201K0.0%N/A0.007%
8/1/2025FSA Advisors Inc.5,331$449K0.4%+43.7%0.016%
8/1/2025Ashton Thomas Private Wealth LLC25,740$2.17M0.1%N/A0.079%
8/1/2025Envestnet Asset Management Inc.79,489$6.69M0.0%-98.1%0.244%
7/31/2025GLOBALT Investments LLC GA66,882$5.63M0.2%-1.1%0.205%
7/30/2025First Citizens Bank & Trust Co.6,207,939$522.65M8.0%+6.3%19.072%
7/30/2025Strategic Blueprint LLC16,247$1.37M0.1%+8.4%0.050%
7/30/2025LifeWealth Investments LLC159,893$13.46M4.4%+22.8%0.491%
7/30/2025Brookstone Capital Management9,733$819K0.0%N/A0.030%
7/30/2025WBH Advisory Inc.2,854$240K0.0%-37.2%0.009%
7/29/2025Stratos Wealth Advisors LLC6,991$589K0.0%+49.3%0.021%
7/29/2025Horst & Graben Wealth Management LLC117,978$9.93M1.6%-1.2%0.362%
7/28/2025Harbour Investments Inc.410$35K0.0%-38.4%0.001%
7/28/2025Wilmington Savings Fund Society FSB471,432$39.69M0.7%+11.9%1.448%
7/25/2025Envestnet Portfolio Solutions Inc.6,568,250$552.98M2.0%+4.7%20.179%
7/25/2025Fifth Third Wealth Advisors LLC17,483$1.47M0.1%+17.8%0.054%
7/24/2025 KFA Private Wealth Group LLC2,613$220K0.1%-13.4%0.008%
7/24/2025Blue Trust Inc.2,377$200K0.0%+2,512.1%0.007%
7/24/2025Cyndeo Wealth Partners LLC3,411$287K0.0%-17.8%0.010%
7/24/2025McKinley Carter Wealth Services Inc.13,809$1.16M0.1%+18.6%0.042%
7/24/2025Leo Wealth LLC3,534$298K0.0%N/A0.011%
7/23/2025 Country Club Bank19,996$1.68M0.1%-4.0%0.061%
7/23/2025Heck Capital Advisors LLC13,366$1.13M0.1%+149.4%0.041%
7/22/2025Confluence Wealth Services Inc.6,029$508K0.0%N/A0.018%
7/22/2025JSF Financial LLC256,923$21.63M5.1%+1.0%0.786%
7/22/2025Simplicity Wealth LLC183,593$15.46M0.6%+85.5%0.561%
7/22/2025MBL Wealth LLC6,500$547K0.1%-18.8%0.020%
7/18/2025B.O.S.S. Retirement Advisors LLC68,075$5.73M1.4%-3.5%0.209%
7/18/2025SOA Wealth Advisors LLC.33,872$2.85M0.3%-10.4%0.104%
7/18/2025Centricity Wealth Management LLC1,830$154K0.1%+169.1%0.006%
7/18/2025Arcadia Wealth Management LLC15,672$1.32M0.6%-5.1%0.048%
7/18/2025Truist Financial Corp186,379$15.69M0.0%-0.4%0.572%
7/17/2025Sound Income Strategies LLC2,019$170K0.0%+6.9%0.006%
7/16/2025Signaturefd LLC366$31K0.0%-65.1%0.001%
7/15/2025Fifth Third Bancorp7,620$642K0.0%-10.9%0.023%
7/14/2025 AdvisorNet Financial Inc1,878$158K0.0%+26.9%0.006%
7/11/2025Farther Finance Advisors LLC5,909$497K0.0%N/A0.018%
7/10/2025Oliver Lagore Vanvalin Investment Group1,596$131K0.0%N/A0.005%
7/10/2025 Compton Wealth Advisory Group LLC247,717$20.86M5.3%+0.5%0.759%
7/10/2025Signal Advisors Wealth LLC10,151$855K0.1%-27.4%0.031%
7/8/2025 Richard P Slaughter Associates Inc509,205$42.87M8.7%+22.1%1.552%
6/18/2025 Voya Investment Management LLC38,608$3.17M0.0%+179.0%0.118%
5/21/2025MBL Wealth LLC8,000$657K0.1%-4.8%0.025%
5/21/2025Geneos Wealth Management Inc.13,780$1.13M0.0%N/A0.043%
5/19/2025Jane Street Group LLC16,587$1.36M0.0%N/A0.052%
5/19/2025SCS Capital Management LLC8,851$727K0.0%N/A0.028%
5/19/2025Legacy Advisory Services LLC68,771$5.65M4.8%N/A0.216%
5/16/2025Jones Financial Companies Lllp1,446$110K0.0%-62.2%0.005%
(Data available from 1/1/2016 forward)

IWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWX shares?

During the previous two years, 222 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.06B), Envestnet Portfolio Solutions Inc. ($552.98M), First Citizens Bank & Trust Co. ($522.65M), Clark Capital Management Group Inc. ($102.77M), AE Wealth Management LLC ($85.66M), Lido Advisors LLC ($84.15M), and Pegasus Partners Ltd. ($69.89M).Learn more on iShares Russell Top 200 Value ETF's institutional investors.

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

Of the 194 institutional investors that purchased iShares Russell Top 200 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($12.72M), Envestnet Portfolio Solutions Inc. ($8.12M), Envestnet Asset Management Inc. ($4.04M), SVB Wealth LLC ($1.59M), Clark Capital Management Group Inc. ($1.25M), Lido Advisors LLC ($956.05K), and Orion Portfolio Solutions LLC ($785.46K).

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

Institutional investors have bought a total of 16,731,349 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 89 institutional investors that sold iShares Russell Top 200 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($9.98M), First Citizens Bank & Trust Co. ($881.10K), Envestnet Portfolio Solutions Inc. ($687.05K), Cetera Investment Advisers ($673.44K), LPL Financial LLC ($360.61K), TIAA Trust National Association ($274.24K), and MML Investors Services LLC ($196.73K).

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

Institutional investors have sold a total of 14,052,264 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSEARCA:IWX) was last updated on 10/10/2025 by MarketBeat.com Staff
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