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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$112.61 0.00 (0.00%)
As of 08/12/2026 04:10 PM Eastern
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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)
146
Total
Institutional Inflows
(last 12 months)
$605.77M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$220.64M
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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
8/12/2026Compass Financial Management LLC7,812$876K0.1%N/A0.022%
7/10/2026 Heck Capital Advisors LLC2,903$305K0.0%-80.8%0.008%
7/10/2026 Dagco Inc.3,192$336K0.1%N/A0.009%
7/9/2026 Tenzing Financial LLC2,589$279K0.2%N/A0.007%
6/3/2026NewEdge Advisors LLC184,242$17.07M0.1%-1.7%0.545%
5/28/2026 Maripau Wealth Management LLC2,707$251K0.1%-14.2%0.008%
5/20/2026 SOA Wealth Advisors LLC.32,109$2.98M0.3%-1.8%0.095%
5/19/2026GTS Financial LLC69,506$6.44M4.7%N/A0.206%
5/19/2026Bank of America Corp DE242,091$22.44M0.0%+2.0%0.716%
5/19/2026 Arkadios Wealth Advisors146,271$13.56M0.2%+3.1%0.433%
5/18/2026Royal Bank of Canada119,482$11.07M0.0%+8.5%0.353%
5/16/2026Quantinno Capital Management LP7,323$679K0.0%-1.8%0.022%
5/15/2026 Gateway Wealth Partners LLC11,891$1.10M0.0%N/A0.035%
5/15/2026Waverly Advisors LLC210,040$19.46M0.1%+2.1%0.621%
5/14/2026 Compound Planning Inc.47,018$4.36M0.1%+467.0%0.139%
5/14/2026Gibbs Wealth Management6,745$625K0.1%N/A0.020%
5/14/2026 Lido Advisors LLC966,581$89.57M0.3%-0.7%2.860%
5/13/2026Cetera Investment Advisers239,314$22.18M0.0%-9.0%0.708%
5/13/2026 Signature Equity Partners LLC1,006$93K0.0%-20.1%0.003%
5/13/2026Arvest Bank Trust Division5,372$498K0.0%N/A0.016%
5/13/2026 First Citizens Bank & Trust Co.5,928,034$549.35M9.6%-0.9%17.539%
5/8/2026 PNC Financial Services Group Inc.12,344$1.14M0.0%-10.0%0.037%
5/8/2026 JSF Financial LLC279,803$25.93M5.1%+2.0%0.828%
5/6/2026FSA Advisors Inc.5,455$505K0.3%N/A0.016%
5/6/2026Bessemer Group Inc.660$61K0.0%N/A0.002%
5/5/2026 Geneos Wealth Management Inc.8,597$797K0.0%-6.7%0.025%
5/5/2026Sanctuary Advisors LLC163,873$15.19M0.1%+10.1%0.485%
5/5/2026 Sigma Planning Corp3,108$288K0.0%-18.0%0.009%
5/4/2026 Bryn Mawr Trust Advisors LLC242,458$22.47M1.1%-6.0%0.717%
5/4/2026Vantage Point Financial LLC4,407$408K0.1%-2.4%0.013%
5/2/2026 International Assets Investment Management LLC587$55K0.0%N/A0.002%
5/1/2026 Fifth Third Bancorp9,103$844K0.0%+36.6%0.027%
5/1/2026 Simplicity Wealth LLC108,334$10.04M0.6%+10.1%0.319%
5/1/2026 Sequoia Financial Advisors LLC2,453$227K0.0%N/A0.007%
4/30/2026 CFS Investment Advisory Services LLC16,845$1.65M0.1%-2.5%0.050%
4/29/2026 Horst & Graben Wealth Management LLC131,180$12.92M1.8%-1.3%0.386%
4/29/2026 Centerpoint Advisory Group18,731$1.74M1.3%+13.3%0.055%
4/28/2026 FLP Wealth Management LLC11,771$1.09M1.8%+10.4%0.035%
4/28/2026 B.O.S.S. Retirement Advisors LLC19,054$1.77M0.5%-12.7%0.056%
4/27/2026 Arcadia Wealth Management LLC13,984$1.30M0.5%-3.2%0.039%
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4/27/2026Baer Investment Advisory LLC8,193$759K0.1%N/A0.023%
4/27/2026World Investment Advisors37,141$3.44M0.1%-2.5%0.102%
4/27/2026 Private Advisor Group LLC182,516$16.91M0.1%+451.0%0.503%
4/27/2026 Sound Income Strategies LLC1,130$105K0.0%+12.2%0.003%
4/24/2026 SMART Wealth LLC8,959$830K0.2%+2.6%0.024%
4/23/2026 Networth Advisors LLC5,849$542K0.4%-6.2%0.015%
4/22/2026 Sterling Capital Management LLC236,530$21.92M0.4%+21.8%0.628%
4/22/2026 FLP Wealth Management LLC10,101$936K1.4%+8.9%0.027%
4/22/2026 FWG Investments LLC.29,429$2.73M1.7%-4.3%0.078%
4/21/2026 Decker Retirement Planning Inc.12,636$1.17M0.5%+3.6%0.034%
4/21/2026 LifeWealth Investments LLC228,555$21.18M6.3%+18.0%0.607%
4/20/2026 Kestra Private Wealth Services LLC182,574$16.92M0.2%+0.4%0.485%
4/20/2026 KFA Private Wealth Group LLC5,137$476K0.1%+90.0%0.014%
4/20/2026 Blue Trust Inc.2,372$220K0.0%-25.1%0.006%
4/20/2026 Fifth Third Wealth Advisors LLC34,175$3.17M0.1%+39.6%0.091%
4/17/2026 Signal Advisors Wealth LLC19,116$1.77M0.1%-2.6%0.051%
4/17/2026 AdvisorNet Financial Inc1,175$109K0.0%-20.3%0.003%
4/17/2026 SVB Wealth LLC459,948$42.62M2.8%-9.5%1.222%
4/17/2026 First Citizens Asset Management Inc.513,728$47.61M16.9%+5.4%1.364%
4/16/2026 Triad Wealth Partners LLC13,972$1.30M0.1%N/A0.037%
3/17/2026Rockefeller Capital Management L.P.20,080$1.85M0.0%-1.0%0.051%
3/13/2026World Investment Advisors38,078$3.50M0.1%N/A0.097%
2/19/2026 Compound Planning Inc.8,293$762K0.0%N/A0.021%
2/18/2026 First Citizens Bank & Trust Co.5,983,534$549.65M9.5%+1.3%15.245%
2/18/2026NewEdge Advisors LLC187,453$17.22M0.1%+12.6%0.478%
2/18/2026 Claro Advisors Inc.9,945$914K0.1%+21.9%0.025%
2/18/2026 Align Financial LLC428,343$42.83M0.2%N/A1.091%
2/17/2026AQR Capital Management LLC5,862$538K0.0%+55.6%0.015%
2/17/2026EFG International AG1,110$102K0.0%N/A0.003%
2/17/2026Cetera Investment Advisers263,019$24.16M0.0%+399.7%0.670%
2/17/2026Equitable Holdings Inc.7,552$694K0.0%-8.6%0.019%
2/17/2026 GeoWealth Management LLC2,190$201K0.0%N/A0.006%
2/17/2026Osaic Holdings Inc.113,899$10.46M0.0%+1,807.2%0.290%
2/17/2026 Private Advisor Group LLC33,123$3.04M0.0%+89.2%0.084%
2/17/2026 Clark Capital Management Group Inc.722,045$66.33M0.4%N/A1.840%
2/17/2026Royal Bank of Canada110,130$10.12M0.0%-4.3%0.281%
2/16/2026 MML Investors Services LLC132,439$12.17M0.0%+193.8%0.337%
2/16/2026Mariner LLC50,183$4.61M0.0%-5.5%0.128%
2/16/2026Brown Advisory Inc.18,412$1.69M0.0%N/A0.047%
2/13/2026 Kestra Advisory Services LLC4,501$413K0.0%+81.6%0.011%
2/13/2026CreativeOne Wealth LLC3,514$323K0.0%+3.7%0.009%
2/13/2026Stifel Financial Corp10,921$1.00M0.0%+3.0%0.028%
2/13/2026Advyzon Investment Management LLC6,015$553K0.1%N/A0.015%
2/13/2026 Veridan Wealth LLC66,858$6.14M2.1%+0.7%0.170%
2/13/2026 Arkadios Wealth Advisors141,935$13.04M0.3%+2,226.0%0.362%
2/13/2026Integrated Wealth Concepts LLC50,543$4.64M0.1%+54.5%0.129%
2/13/2026 Granville Capital Inc.30,778$2.83M1.5%N/A0.078%
2/13/2026Ausdal Financial Partners Inc.18,551$1.70M0.1%+58.9%0.047%
2/13/2026 Ieq Capital LLC3,277$301K0.0%N/A0.008%
2/13/2026 First National Bank of Omaha18,226$1.69M0.0%N/A0.046%
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2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,182$109K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN132,660$12.19M0.0%-1.3%0.338%
2/12/2026HRT Financial LP6,009$551K0.0%N/A0.015%
2/12/2026Orion Porfolio Solutions LLC361,960$33.25M0.2%N/A0.922%
2/12/2026Financial Engines Advisors L.L.C.2,744$252K0.0%+8.7%0.007%
2/12/2026Index Technologies Group LLC6,874$631K0.7%N/A0.018%
2/12/2026Quantum Portfolio Management LLC8,364$768K0.3%-24.9%0.021%
2/12/2026 Commonwealth Equity Services LLC58,073$5.34M0.0%-3.9%0.148%
2/12/2026Steward Partners Investment Advisory LLC1,863$171K0.0%+92.5%0.005%
2/12/2026CIBC Private Wealth Group LLC15,885$1.46M0.0%-1.4%0.040%


IWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 266 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.13B), Envestnet Portfolio Solutions Inc. ($581.69M), First Citizens Bank & Trust Co. ($549.35M), AE Wealth Management LLC ($99.31M), Lido Advisors LLC ($89.57M), Pegasus Partners Ltd. ($69.89M), and Clark Capital Management Group Inc. ($66.33M).Learn more on iShares Russell Top 200 Value ETF's institutional investors.

Of the 230 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: Envestnet Asset Management Inc. ($4.04M), TIAA Trust National Association ($2.50M), Clark Capital Management Group Inc. ($1.97M), LPL Financial LLC ($1.10M), SVB Wealth LLC ($1.03M), Lido Advisors LLC ($956.05K), and Orion Portfolio Solutions LLC ($785.46K).

Institutional investors have bought a total of 6,672,601 shares in the last 24 months. This purchase volume represents approximately $605.77M in transactions.

Of the 87 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: TIAA Trust National Association ($485.46K), Laurel Wealth Advisors LLC ($383.37K), First Citizens Bank & Trust Co. ($357.08K), Envestnet Portfolio Solutions Inc. ($329.61K), Commonwealth Equity Services LLC ($145.59K), Richard P Slaughter Associates Inc ($103.68K), and Simplicity Wealth LLC ($89.60K).

Institutional investors have sold a total of 2,499,475 shares in the last 24 months. This volume of shares sold represents approximately $220.64M in transactions.


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Institutional ownership data for NYSEARCA:IWX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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