iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 81
Total Institutional Inflows (last 12 months): $1.60B

Number of Institutional Sellers (last 12 months): 65
Total Institutional Outflows (last 12 months): $689.95M

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IWX Institutional Buying and Selling by Quarter

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iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/13/2024	Affinity Capital Advisors LLC	2,736	$209K	0.0%	N/A	0.010%
4/11/2024	Compton Wealth Advisory Group LLC	251,156	$19.17M	5.2%	+0.7%	0.894%
4/11/2024	Clarus Wealth Advisors	7,361	$549K	0.3%	-4.3%	0.026%
4/10/2024	SOA Wealth Advisors LLC.	56,202	$4.29M	0.9%	-0.9%	0.200%
4/10/2024	Signal Advisors Wealth LLC	24,871	$1.90M	0.5%	+250.4%	0.089%
4/9/2024	Massmutual Trust Co. FSB ADV	1,615	$123K	0.0%	N/A	0.006%
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3/14/2024	Leo Wealth LLC	4,946	$365K	0.0%	N/A	0.019%
3/1/2024	Creekmur Asset Management LLC	1,680	$118K	0.0%	N/A	0.007%
3/1/2024	Goldman Sachs Group Inc.	47,318	$3.32M	0.0%	-14.7%	0.186%
3/1/2024	Pineridge Advisors LLC	7,575	$532K	0.2%	N/A	0.030%
2/15/2024	Voya Investment Management LLC	28,126	$1.97M	0.0%	-16.5%	0.111%
2/15/2024	Citadel Advisors LLC	2,858	$201K	0.0%	-48.8%	0.011%
2/14/2024	Royal Bank of Canada	102,149	$7.17M	0.0%	-1.8%	0.402%
2/13/2024	Cetera Advisor Networks LLC	70,352	$4.94M	0.0%	+152.4%	0.277%
2/13/2024	Oppenheimer & Co. Inc.	34,800	$2.44M	0.0%	+8.2%	0.137%
2/13/2024	Tower Research Capital LLC TRC	884	$62K	0.0%	-84.7%	0.003%
2/13/2024	Goldman Sachs Group Inc.	47,318	$3.32M	0.0%	-14.7%	0.186%
2/13/2024	Lloyd Advisory Services LLC.	7,792	$547K	0.3%	N/A	0.031%
2/12/2024	Peterson Financial Group Inc.	17,618	$1.24M	0.7%	-13.1%	0.069%
2/9/2024	Cambridge Investment Research Advisors Inc.	33,899	$2.38M	0.0%	+17.1%	0.133%
2/9/2024	Franklin Resources Inc.	4,568	$321K	0.0%	-14.6%	0.018%
2/9/2024	Wells Fargo & Company MN	166,124	$11.66M	0.0%	+4.3%	0.654%
2/9/2024	UBS Group AG	289,456	$20.31M	0.0%	+1.4%	1.140%
2/8/2024	Meridian Wealth Management LLC	4,865	$341K	0.0%	-49.8%	0.019%
2/8/2024	Foundations Investment Advisors LLC	24,110	$1.73M	0.0%	-45.8%	0.095%
2/7/2024	McKinley Carter Wealth Services Inc.	17,163	$1.20M	0.1%	-57.1%	0.068%
2/7/2024	Envestnet Portfolio Solutions Inc.	6,116,124	$429.17M	1.8%	-9.2%	24.079%
2/7/2024	QRG Capital Management Inc.	2,953	$207K	0.0%	-21.9%	0.012%
2/7/2024	Strategic Equity Management	15,326	$1.08M	1.2%	-89.4%	0.060%
2/6/2024	9258 Wealth Management LLC	202,641	$14.22M	2.5%	+8.2%	0.798%
2/6/2024	SouthState Corp	1,898	$133K	0.0%	N/A	0.007%
2/5/2024	Global Wealth Management Investment Advisory Inc.	30,548	$2.14M	0.6%	-13.4%	0.120%
2/5/2024	Kestra Private Wealth Services LLC	137,848	$9.67M	0.2%	+7.7%	0.543%
2/2/2024	Truist Financial Corp	440,481	$30.91M	0.0%	-15.0%	1.734%
2/2/2024	Yoder Wealth Management Inc.	3,741	$263K	0.2%	N/A	0.015%
2/2/2024	Bryn Mawr Capital Management LLC	88,080	$6.18M	0.4%	+63.3%	0.347%
1/31/2024	Oliver Lagore Vanvalin Investment Group	3,727	$262K	0.1%	-64.3%	0.015%
1/30/2024	SVB Wealth LLC	245,534	$17.23M	0.4%	+2,010.1%	0.967%
1/29/2024	Simplicity Wealth LLC	167,629	$11.76M	4.6%	-5.3%	0.660%
1/29/2024	Horst & Graben Wealth Management LLC	200,434	$14.06M	3.1%	+8.2%	0.789%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
1/29/2024	Simplicity Solutions LLC	4,633	$325K	0.0%	N/A	0.018%
1/29/2024	Baystate Wealth Management LLC	20,175	$1.42M	0.1%	-3.7%	0.079%
1/26/2024	B.O.S.S. Retirement Advisors LLC	64,059	$4.50M	0.8%	-1.9%	0.252%
1/25/2024	International Assets Investment Management LLC	41,470	$2.91M	0.0%	N/A	0.163%
1/25/2024	Strategic Blueprint LLC	13,730	$963K	0.1%	N/A	0.054%
1/24/2024	Arkadios Wealth Advisors	5,814	$408K	0.0%	N/A	0.023%
1/24/2024	International Assets Investment Management LLC	41,470	$2.91M	0.0%	N/A	0.163%
1/23/2024	Arcadia Wealth Management LLC	17,414	$1.22M	0.8%	-6.4%	0.069%
1/23/2024	TIAA Trust National Association	8,949,139	$627.96M	2.1%	-0.9%	35.233%
1/22/2024	First Citizens Bank & Trust Co.	5,733,895	$402.35M	7.3%	-9.6%	22.574%
1/22/2024	Pallas Capital Advisors LLC	3,768	$264K	0.0%	-51.1%	0.015%
1/22/2024	Clarus Wealth Advisors	7,693	$534K	0.3%	N/A	0.030%
1/19/2024	Compton Wealth Advisory Group LLC	249,330	$17.50M	5.5%	+11.2%	0.982%
1/17/2024	Kingdom Financial Group LLC.	98,385	$6.90M	6.0%	-3.6%	0.387%
1/17/2024	Mason & Associates Inc	15,993	$1.12M	0.3%	-95.4%	0.063%
1/16/2024	Raymond James Financial Services Advisors Inc.	31,243	$2.19M	0.0%	-1.6%	0.123%
1/16/2024	Raymond James & Associates	57,728	$4.05M	0.0%	+10.7%	0.227%
1/16/2024	Wealthsource Partners LLC	3,163	$222K	0.0%	N/A	0.012%
1/12/2024	Oak Harvest Investment Services	4,966	$348K	0.1%	-14.5%	0.020%
1/11/2024	SOA Wealth Advisors LLC.	56,730	$3.98M	0.9%	+94.5%	0.223%
1/10/2024	Sound Income Strategies LLC	2,100	$147K	0.0%	-38.2%	0.008%
1/9/2024	WBH Advisory Inc.	4,904	$344K	0.0%	+22.5%	0.019%
1/8/2024	B.O.S.S. Retirement Advisors LLC	64,034	$4.19M	0.9%	-2.0%	0.252%
1/2/2024	Anchor Investment Management LLC	400	$28K	0.0%	N/A	0.002%
11/30/2023	Modera Wealth Management LLC	12,009	$785K	0.0%	N/A	0.047%
11/16/2023	Maripau Wealth Management LLC	8,240	$539K	0.5%	-16.1%	0.032%
11/15/2023	Integrated Wealth Concepts LLC	37,596	$2.46M	0.0%	-30.4%	0.148%
11/15/2023	First Citizens Asset Management Inc.	517,763	$33.85M	14.4%	-8.1%	2.038%
11/15/2023	Royal Bank of Canada	104,054	$6.80M	0.0%	-1.0%	0.410%
11/15/2023	Ameriprise Financial Inc.	129,562	$8.46M	0.0%	+9.1%	0.510%
11/15/2023	Truist Financial Corp	518,131	$33.87M	0.1%	-1.0%	2.040%
11/14/2023	Tower Research Capital LLC TRC	5,776	$378K	0.0%	+8.2%	0.023%
11/14/2023	Qube Research & Technologies Ltd	1,257	$82K	0.0%	N/A	0.005%
11/14/2023	Synovus Financial Corp	7,653	$500K	0.0%	-3.2%	0.030%
11/14/2023	Pegasus Partners Ltd.	279,887	$18.30M	2.6%	+603.7%	1.102%
11/13/2023	Mariner LLC	12,063	$789K	0.0%	+27.5%	0.047%
11/13/2023	LPL Financial LLC	55,183	$3.61M	0.0%	+5.4%	0.217%
11/13/2023	FMR LLC	3,947	$258K	0.0%	-10.7%	0.016%
11/13/2023	Envestnet Asset Management Inc.	13,355	$873K	0.0%	-99.8%	0.053%
11/13/2023	QRG Capital Management Inc.	3,779	$247K	0.0%	N/A	0.015%
11/13/2023	Envestnet Portfolio Solutions Inc.	6,733,979	$440.20M	2.1%	N/A	26.512%
11/9/2023	Oliver Lagore Vanvalin Investment Group	10,436	$682K	0.3%	-67.3%	0.041%
11/9/2023	UBS Group AG	285,515	$18.66M	0.0%	-1.2%	1.124%
11/8/2023	HighTower Advisors LLC	165,160	$10.79M	0.0%	+216.1%	0.650%
11/8/2023	9258 Wealth Management LLC	187,212	$12.24M	2.4%	+9.6%	0.737%
11/8/2023	Janney Montgomery Scott LLC	3,496	$229K	0.0%	N/A	0.014%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	31,027	$2.03M	0.0%	-4.8%	0.122%
11/8/2023	Bryn Mawr Capital Management LLC	53,932	$3.53M	0.2%	+50.8%	0.212%
11/8/2023	Kestra Private Wealth Services LLC	128,049	$8.37M	0.3%	+3.4%	0.504%
11/7/2023	Strategic Equity Management	144,691	$9.46M	3.6%	+7.8%	0.570%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
11/7/2023	Atria Investments Inc	16,848	$1.10M	0.0%	N/A	0.066%
11/6/2023	Authentikos Wealth Advisory LLC	637	$42K	0.0%	N/A	0.003%
11/6/2023	Global Wealth Management Investment Advisory Inc.	35,265	$2.31M	0.6%	-7.9%	0.139%
11/2/2023	M&T Bank Corp	10,250	$670K	0.0%	-8.1%	0.040%
11/1/2023	Csenge Advisory Group	54,926	$3.59M	0.2%	+7.9%	0.216%
10/31/2023	Peterson Financial Group Inc.	20,275	$1.33M	0.9%	-3.1%	0.080%
10/31/2023	Fifth Third Bancorp	11,466	$750K	0.0%	+11.2%	0.045%
10/30/2023	First Citizens Bank & Trust Co.	6,341,226	$414.53M	8.1%	-7.5%	24.965%
10/27/2023	TIAA Trust National Association	9,028,355	$590.18M	2.1%	N/A	35.545%
10/27/2023	Gradient Investments LLC	439	$29K	0.0%	-43.6%	0.002%

(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, 152 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($627.96M), TIAA FSB ($547.66M), Envestnet Portfolio Solutions Inc. ($429.17M), First Citizens Bank & Trust Co. ($402.35M), AE Wealth Management LLC ($112.38M), First Citizens Asset Management Inc. ($33.85M), and Truist Financial Corp ($30.91M).Learn more on IWX's institutional investors.
Which institutional investors have been buying iShares Russell Top 200 Value ETF stock?: Of the 127 institutional investors that purchased iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($9.03M), Envestnet Portfolio Solutions Inc. ($6.73M), Envestnet Asset Management Inc. ($4.41M), First Citizens Bank & Trust Co. ($4.19M), TIAA FSB ($3.72M), First Citizens Asset Management Inc. ($563.19K), and Pegasus Partners Ltd. ($279.89K).
How much institutional buying is happening at iShares Russell Top 200 Value ETF?: Institutional investors have bought a total of 32,484,736 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Which iShares Russell Top 200 Value ETF major shareholders have been selling company stock?: Of the 81 institutional investors that sold iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.94M), First Citizens Bank & Trust Co. ($2.65M), AE Wealth Management LLC ($707.17K), Envestnet Portfolio Solutions Inc. ($617.86K), Mason & Associates Inc ($366.82K), Truist Financial Corp ($245.22K), and TIAA FSB ($200.90K).
How much institutional selling is happening at iShares Russell Top 200 Value ETF?: Institutional investors have sold a total of 14,901,231 shares in the last 24 months. This volume of shares sold represents approximately $963.45M in transactions.

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This page (NYSEARCA:IWX) was last updated on 4/18/2024 by MarketBeat.com Staff

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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

IWX Institutional Buying and Selling by Quarter

iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

IWX Institutional Ownership - Frequently Asked Questions

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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

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

IWX Institutional Buying and Selling by Quarter

iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

IWX Institutional Ownership - Frequently Asked Questions