NYSEARCA:IWX

iShares Russell Top 200 Value ETF Institutional Ownership

$67.78
+0.43 (+0.64 %)
(As of 05/7/2021 12:00 AM ET)
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Today's Range
$67.10
▼
$67.81
50-Day Range
$62.46
▼
$67.35
52-Week Range
$44.95
▼
$67.81
Volume100,100 shs
Average Volume103,701 shs
Market Capitalization$1.20 billion
P/E RatioN/A
Dividend Yield1.80%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


iShares Russell Top 200 Value ETF (NYSEARCA IWX) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/7/2021Fifth Third Bancorp6,670$0.43M0.0%-23.5%0.038%
5/6/2021Prospera Financial Services Inc5,360$0.34M0.0%-6.9%0.030%
5/6/2021M&T Bank Corp12,868$0.82M0.0%-10.0%0.072%
5/4/2021Compton Wealth Advisory Group LLC139,460$8.88M5.1%N/A0.786%
5/4/2021Envestnet Asset Management Inc.5,472,706$348.58M0.2%+2.3%30.832%
5/4/2021Commonwealth Equity Services LLC150,678$9.60M0.0%-0.7%0.849%
4/30/2021Truadvice LLC6,885$0.46M0.1%-23.7%0.039%
4/27/2021CWM LLC1,789$0.11M0.0%+1,980.2%0.010%
4/27/2021AE Wealth Management LLC2,612,133$166.38M1.7%+18.0%14.800%
4/26/2021Arkadios Wealth Advisors1,070$68K0.0%N/A0.006%
4/26/2021GenWealth Group Inc.5,836$0.37M0.1%-26.8%0.033%
4/21/2021Baystate Wealth Management LLC14,267$0.91M0.1%-9.8%0.081%
4/21/2021TIAA FSB3,690,674$235.07M0.8%+84.8%21.029%
4/20/2021Horst & Graben Wealth Management LLC484,646$30.87M9.7%-16.7%2.754%
4/15/2021GPS Wealth Strategies Group LLC1,177$74K0.0%N/A0.007%
4/14/2021First Citizens Bank & Trust Co.5,046,672$321.44M15.2%+2.3%28.273%
4/12/2021Livingston Group Asset Management CO operating as Southport Capital Management4,876$0.31M0.1%-6.6%0.027%
3/26/2021Susquehanna International Group LLP34,141$1.98M0.0%+93.9%0.189%
2/18/2021Truist Financial Corp505,271$29.26M0.1%+60.3%2.871%
2/17/2021NinePointTwo Capital22,780$1.32M0.5%N/A0.129%
2/17/2021Cetera Advisor Networks LLC54,890$3.18M0.1%+17.0%0.312%
2/16/2021Morgan Stanley77,862$4.51M0.0%+26.5%0.442%
2/16/2021Global Wealth Management Investment Advisory Inc.144,469$8.37M3.2%-3.3%0.821%
2/12/2021Raymond James Financial Services Advisors Inc.17,486$1.01M0.0%+81.9%0.100%
2/12/2021LPL Financial LLC21,388$1.24M0.0%-8.6%0.122%
2/11/2021Citigroup Inc.30,365$1.76M0.0%-18.6%0.182%
2/11/2021First Horizon Advisors Inc.1,230$71K0.0%N/A0.007%
2/11/2021Oppenheimer & Co. Inc.32,301$1.87M0.0%+1.4%0.194%
2/10/2021HighTower Advisors LLC29,943$1.75M0.0%+6.3%0.180%
2/9/2021Wells Fargo & Company MN57,007$3.30M0.0%+11.7%0.342%
2/9/2021Advisory Services Network LLC480$28K0.0%+1,746.2%0.003%
2/9/2021Sawtooth Solutions LLC2,166,390$125.43M1.9%+1.8%13.011%
2/8/2021Anchor Capital Advisors LLC3,795$0.22M0.0%-5.6%0.023%
2/4/2021Lloyd Advisory Services LLC.10,273$0.60M0.3%-2.2%0.062%
2/1/2021AE Wealth Management LLC2,212,817$128.12M1.5%+3.5%13.787%
1/28/2021Truadvice LLC9,028$0.52M0.2%+29.7%0.056%
1/27/2021Venture Visionary Partners LLC15,206$0.88M0.1%N/A0.095%
1/21/2021TIAA FSB1,997,321$115.65M0.4%+1.9%12.601%
1/15/2021Baystate Wealth Management LLC15,823$0.92M0.1%-7.8%0.100%
1/13/2021First Citizens Bank & Trust Co.4,931,505$285.54M14.6%+81.3%31.016%
1/12/2021Horst & Graben Wealth Management LLC581,718$33.68M11.6%-11.1%3.659%
11/13/2020Truist Financial Corp315,267$16.10M0.0%+18.5%2.008%
11/13/2020MML Investors Services LLC115,191$5.88M0.1%+3.1%0.736%
11/13/2020Cetera Advisor Networks LLC46,928$2.40M0.1%+12.2%0.300%
11/13/2020Massmutual Trust Co. FSB ADV7,647$0.39M0.0%N/A0.049%
11/9/2020Pacific Financial Group Inc.5,638$0.29M0.2%N/A0.036%
11/9/2020LPL Financial LLC23,397$1.20M0.0%-12.5%0.151%
11/6/2020M&T Bank Corp14,321$0.73M0.0%-42.0%0.093%
11/5/2020Compton Wealth Advisory Group LLC128,077$6.54M4.9%+849.6%0.829%
11/5/2020Commonwealth Equity Services LLC142,261$7.27M0.0%+0.7%0.921%
11/5/2020Wells Fargo & Company MN51,047$2.61M0.0%+2.8%0.330%
11/4/2020Sawtooth Solutions LLC2,128,387$108.70M2.0%+16.2%13.776%
11/4/2020Prospera Financial Services Inc5,756$0.29M0.1%-6.5%0.037%
11/4/2020Raymond James Financial Services Advisors Inc.9,615$0.49M0.0%-11.6%0.062%
11/4/2020Raymond James & Associates20,780$1.06M0.0%+9.9%0.134%
10/28/2020Lloyd Advisory Services LLC.10,501$0.54M0.3%+6.1%0.068%
10/27/2020WBH Advisory Inc.3,931$0.20M0.0%N/A0.025%
10/26/2020Stonebridge Financial Planning Group LLC485$26K0.0%-35.8%0.003%
10/23/2020Welch & Forbes LLC7,437$0.38M0.0%N/A0.048%
10/23/2020Harbor Investment Advisory LLC66,144$3.38M0.6%+10.6%0.428%
10/22/2020Truadvice LLC6,960$0.36M0.1%N/A0.045%
10/21/2020Country Club Trust Company n.a.16,040$0.82M0.1%N/A0.104%
10/20/2020Livingston Group Asset Management CO operating as Southport Capital Management5,243$0.27M0.1%N/A0.034%
10/19/2020GenWealth Group Inc.7,976$0.42M0.2%-10.8%0.052%
10/15/2020First Citizens Bank & Trust Co.2,719,792$138.90M9.8%+101.7%17.604%
10/14/2020Baystate Wealth Management LLC17,164$0.88M0.1%-30.5%0.111%
10/13/2020Horst & Graben Wealth Management LLC654,051$33.40M13.0%-17.5%4.233%
10/13/2020TIAA FSB1,959,930$100.09M0.4%+2.5%12.686%
10/9/2020Envestnet Asset Management Inc.3,009,533$153.70M0.1%+100.0%20.266%
10/6/2020Gradient Investments LLC913$47K0.0%+61.9%0.007%
8/17/2020Private Advisor Group LLC1,733$85K0.0%N/A0.014%
8/14/2020Bank of America Corp DE348,433$17.01M0.0%+45.8%2.733%
8/14/2020Advisor Group Holdings Inc.13,390$0.65M0.0%+65.9%0.105%
8/13/2020First Republic Investment Management Inc.10,627$0.52M0.0%-5.1%0.083%
8/12/2020Global Wealth Management Investment Advisory Inc.128,993$6.30M2.7%+5.7%1.012%
8/12/2020Commonwealth Equity Services LLC141,299$6.90M0.0%-10.7%1.108%
8/10/2020HighTower Advisors LLC24,944$1.22M0.0%+9.0%0.196%
8/10/2020Prospera Financial Services Inc6,156$0.30M0.0%-32.0%0.048%
8/7/2020Lloyd Advisory Services LLC.9,899$0.48M0.3%+3.1%0.078%
8/6/2020Sawtooth Solutions LLC1,831,021$89.41M1.8%+14.1%14.361%
8/5/2020AE Wealth Management LLC1,879,362$91.77M1.4%+13.9%14.740%
7/31/2020UBS Group AG851,425$41.58M0.0%-9.6%6.652%
7/29/2020M&T Bank Corp24,706$1.21M0.0%-13.2%0.193%
7/29/2020Horst & Graben Wealth Management LLC793,196$38.73M17.0%+1.3%6.197%
7/28/2020Baystate Wealth Management LLC24,690$1.21M0.1%+15.1%0.193%
7/17/2020Raymond James Financial Services Advisors Inc.10,881$0.53M0.0%+38.1%0.085%
7/16/2020Harbor Investment Advisory LLC59,779$2.92M0.6%+6.4%0.484%
7/15/2020First Citizens Bank & Trust Co.1,348,760$65.86M5.5%N/A11.010%
7/15/2020TIAA FSB1,912,448$93.39M0.4%+47.9%15.612%
7/8/2020Envestnet Asset Management Inc.1,504,948$73.49M0.1%+10,430.0%13.870%
6/3/2020Lloyd Advisory Services LLC.9,601$0.42M0.3%+42.1%0.091%
5/26/2020Morgan Stanley60,393$2.66M0.0%-87.7%0.554%
5/21/2020HighTower Advisors LLC22,891$1.01M0.0%+5.8%0.211%
5/18/2020Advisor Group Holdings Inc.8,069$0.36M0.0%N/A0.084%
5/15/2020Tower Research Capital LLC TRC7,009$0.31M0.0%+17.4%0.073%
5/15/2020Morgan Stanley60,393$2.66M0.0%-87.7%0.632%
5/14/2020Wells Fargo & Company MN623,125$27.49M0.0%+9.4%6.525%
5/14/2020M&T Bank Corp28,479$1.26M0.0%N/A0.298%
5/14/2020MML Investors Services LLC94,396$4.16M0.1%+75.8%0.988%
5/14/2020Global Wealth Management Investment Advisory Inc.122,049$5.38M2.7%+4.0%1.278%
(Data available from 1/1/2016 forward)

This page was last updated on 5/10/2021 by MarketBeat.com Staff

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