iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

$111.36 -0.51 (-0.46%)

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Number of Institutional Buyers (last 12 months): 147
Total Institutional Inflows (last 12 months): $653.66M

Number of Institutional Sellers (last 12 months): 80
Total Institutional Outflows (last 12 months): $206.83M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	SVB Wealth LLC	477,994	$50.27M	2.9%	+3.9%	1.324%
9/9/2026	Integrated Wealth Concepts LLC	55,107	$5.80M	0.0%	+4.9%	0.153%
9/9/2026	NewEdge Advisors LLC	174,263	$18.33M	0.1%	-5.4%	0.483%
9/9/2026	IFP Advisors Inc	257	$27K	0.0%	N/A	0.001%
9/8/2026	Waverly Advisors LLC	216,815	$22.80M	0.1%	+3.2%	0.601%
8/23/2026	Operose Advisors LLC	6,639	$698K	0.1%	N/A	0.018%
8/22/2026	Compass Financial Management LLC	7,812	$876K	0.1%	N/A	0.022%
8/22/2026	Maloon Powers Pitre Higgins & Dennehy LLC	3,977	$418K	0.1%	N/A	0.011%
8/22/2026	Montgomery Financial Services LLC	132,081	$13.89M	12.1%	N/A	0.366%
8/22/2026	LifePlan Investment Advisors Inc.	2,922	$307K	0.1%	+7.3%	0.008%
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8/22/2026	Concurrent Investment Advisors LLC	44,866	$4.72M	0.0%	N/A	0.124%
8/21/2026	KFA Private Wealth Group LLC	4,560	$480K	0.1%	-11.2%	0.013%
8/20/2026	Proficio Capital Partners LLC	692,856	$72.86M	2.7%	N/A	1.919%
8/12/2026	Compass Financial Management LLC	7,812	$876K	0.1%	N/A	0.022%
7/10/2026	Heck Capital Advisors LLC	2,903	$305K	0.0%	-80.8%	0.008%
7/10/2026	Dagco Inc.	3,192	$336K	0.1%	N/A	0.009%
7/9/2026	Tenzing Financial LLC	2,589	$279K	0.2%	N/A	0.007%
6/3/2026	NewEdge Advisors LLC	184,242	$17.07M	0.1%	-1.7%	0.545%
5/28/2026	Maripau Wealth Management LLC	2,707	$251K	0.1%	-14.2%	0.008%
5/20/2026	SOA Wealth Advisors LLC.	32,109	$2.98M	0.3%	-1.8%	0.095%
5/19/2026	GTS Financial LLC	69,506	$6.44M	4.7%	N/A	0.206%
5/19/2026	Bank of America Corp DE	242,091	$22.44M	0.0%	+2.0%	0.716%
5/19/2026	Arkadios Wealth Advisors	146,271	$13.56M	0.2%	+3.1%	0.433%
5/18/2026	Royal Bank of Canada	119,482	$11.07M	0.0%	+8.5%	0.353%
5/16/2026	Quantinno Capital Management LP	7,323	$679K	0.0%	-1.8%	0.022%
5/15/2026	Gateway Wealth Partners LLC	11,891	$1.10M	0.0%	N/A	0.035%
5/15/2026	Waverly Advisors LLC	210,040	$19.46M	0.1%	+2.1%	0.621%
5/14/2026	Compound Planning Inc.	47,018	$4.36M	0.1%	+467.0%	0.139%
5/14/2026	Gibbs Wealth Management	6,745	$625K	0.1%	N/A	0.020%
5/14/2026	Lido Advisors LLC	966,581	$89.57M	0.3%	-0.7%	2.860%
5/13/2026	Cetera Investment Advisers	239,314	$22.18M	0.0%	-9.0%	0.708%
5/13/2026	Signature Equity Partners LLC	1,006	$93K	0.0%	-20.1%	0.003%
5/13/2026	Arvest Bank Trust Division	5,372	$498K	0.0%	N/A	0.016%
5/13/2026	First Citizens Bank & Trust Co.	5,928,034	$549.35M	9.6%	-0.9%	17.539%
5/8/2026	PNC Financial Services Group Inc.	12,344	$1.14M	0.0%	-10.0%	0.037%
5/8/2026	JSF Financial LLC	279,803	$25.93M	5.1%	+2.0%	0.828%
5/6/2026	FSA Advisors Inc.	5,455	$505K	0.3%	N/A	0.016%
5/6/2026	Bessemer Group Inc.	660	$61K	0.0%	N/A	0.002%
5/5/2026	Geneos Wealth Management Inc.	8,597	$797K	0.0%	-6.7%	0.025%
5/5/2026	Sanctuary Advisors LLC	163,873	$15.19M	0.1%	+10.1%	0.485%
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5/5/2026	Sigma Planning Corp	3,108	$288K	0.0%	-18.0%	0.009%
5/4/2026	Bryn Mawr Trust Advisors LLC	242,458	$22.47M	1.1%	-6.0%	0.717%
5/4/2026	Vantage Point Financial LLC	4,407	$408K	0.1%	-2.4%	0.013%
5/2/2026	International Assets Investment Management LLC	587	$55K	0.0%	N/A	0.002%
5/1/2026	Fifth Third Bancorp	9,103	$844K	0.0%	+36.6%	0.027%
5/1/2026	Simplicity Wealth LLC	108,334	$10.04M	0.6%	+10.1%	0.319%
5/1/2026	Sequoia Financial Advisors LLC	2,453	$227K	0.0%	N/A	0.007%
4/30/2026	CFS Investment Advisory Services LLC	16,845	$1.65M	0.1%	-2.5%	0.050%
4/29/2026	Horst & Graben Wealth Management LLC	131,180	$12.92M	1.8%	-1.3%	0.386%
4/29/2026	Centerpoint Advisory Group	18,731	$1.74M	1.3%	+13.3%	0.055%
4/28/2026	FLP Wealth Management LLC	11,771	$1.09M	1.8%	+10.4%	0.035%
4/28/2026	B.O.S.S. Retirement Advisors LLC	19,054	$1.77M	0.5%	-12.7%	0.056%
4/27/2026	Arcadia Wealth Management LLC	13,984	$1.30M	0.5%	-3.2%	0.039%
4/27/2026	Baer Investment Advisory LLC	8,193	$759K	0.1%	N/A	0.023%
4/27/2026	World Investment Advisors	37,141	$3.44M	0.1%	-2.5%	0.102%
4/27/2026	Private Advisor Group LLC	182,516	$16.91M	0.1%	+451.0%	0.503%
4/27/2026	Sound Income Strategies LLC	1,130	$105K	0.0%	+12.2%	0.003%
4/24/2026	SMART Wealth LLC	8,959	$830K	0.2%	+2.6%	0.024%
4/23/2026	Networth Advisors LLC	5,849	$542K	0.4%	-6.2%	0.015%
4/22/2026	Sterling Capital Management LLC	236,530	$21.92M	0.4%	+21.8%	0.628%
4/22/2026	FLP Wealth Management LLC	10,101	$936K	1.4%	+8.9%	0.027%
4/22/2026	FWG Investments LLC.	29,429	$2.73M	1.7%	-4.3%	0.078%
4/21/2026	Decker Retirement Planning Inc.	12,636	$1.17M	0.5%	+3.6%	0.034%
4/21/2026	LifeWealth Investments LLC	228,555	$21.18M	6.3%	+18.0%	0.607%
4/20/2026	Kestra Private Wealth Services LLC	182,574	$16.92M	0.2%	+0.4%	0.485%
4/20/2026	KFA Private Wealth Group LLC	5,137	$476K	0.1%	+90.0%	0.014%
4/20/2026	Blue Trust Inc.	2,372	$220K	0.0%	-25.1%	0.006%
4/20/2026	Fifth Third Wealth Advisors LLC	34,175	$3.17M	0.1%	+39.6%	0.091%
4/17/2026	Signal Advisors Wealth LLC	19,116	$1.77M	0.1%	-2.6%	0.051%
4/17/2026	AdvisorNet Financial Inc	1,175	$109K	0.0%	-20.3%	0.003%
4/17/2026	SVB Wealth LLC	459,948	$42.62M	2.8%	-9.5%	1.222%
4/17/2026	First Citizens Asset Management Inc.	513,728	$47.61M	16.9%	+5.4%	1.364%
4/16/2026	Triad Wealth Partners LLC	13,972	$1.30M	0.1%	N/A	0.037%
3/17/2026	Rockefeller Capital Management L.P.	20,080	$1.85M	0.0%	-1.0%	0.051%
3/13/2026	World Investment Advisors	38,078	$3.50M	0.1%	N/A	0.097%
2/19/2026	Compound Planning Inc.	8,293	$762K	0.0%	N/A	0.021%
2/18/2026	First Citizens Bank & Trust Co.	5,983,534	$549.65M	9.5%	+1.3%	15.245%
2/18/2026	NewEdge Advisors LLC	187,453	$17.22M	0.1%	+12.6%	0.478%
2/18/2026	Claro Advisors Inc.	9,945	$914K	0.1%	+21.9%	0.025%
2/18/2026	Align Financial LLC	428,343	$42.83M	0.2%	N/A	1.091%
2/17/2026	AQR Capital Management LLC	5,862	$538K	0.0%	+55.6%	0.015%
2/17/2026	EFG International AG	1,110	$102K	0.0%	N/A	0.003%
2/17/2026	Cetera Investment Advisers	263,019	$24.16M	0.0%	+399.7%	0.670%
2/17/2026	Equitable Holdings Inc.	7,552	$694K	0.0%	-8.6%	0.019%
2/17/2026	GeoWealth Management LLC	2,190	$201K	0.0%	N/A	0.006%
2/17/2026	Osaic Holdings Inc.	113,899	$10.46M	0.0%	+1,807.2%	0.290%
2/17/2026	Private Advisor Group LLC	33,123	$3.04M	0.0%	+89.2%	0.084%
2/17/2026	Clark Capital Management Group Inc.	722,045	$66.33M	0.4%	N/A	1.840%
2/17/2026	Royal Bank of Canada	110,130	$10.12M	0.0%	-4.3%	0.281%
2/16/2026	MML Investors Services LLC	132,439	$12.17M	0.0%	+193.8%	0.337%
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2/16/2026	Mariner LLC	50,183	$4.61M	0.0%	-5.5%	0.128%
2/16/2026	Brown Advisory Inc.	18,412	$1.69M	0.0%	N/A	0.047%
2/13/2026	Kestra Advisory Services LLC	4,501	$413K	0.0%	+81.6%	0.011%
2/13/2026	CreativeOne Wealth LLC	3,514	$323K	0.0%	+3.7%	0.009%
2/13/2026	Stifel Financial Corp	10,921	$1.00M	0.0%	+3.0%	0.028%
2/13/2026	Advyzon Investment Management LLC	6,015	$553K	0.1%	N/A	0.015%
2/13/2026	Veridan Wealth LLC	66,858	$6.14M	2.1%	+0.7%	0.170%
2/13/2026	Arkadios Wealth Advisors	141,935	$13.04M	0.3%	+2,226.0%	0.362%
2/13/2026	Integrated Wealth Concepts LLC	50,543	$4.64M	0.1%	+54.5%	0.129%
2/13/2026	Granville Capital Inc.	30,778	$2.83M	1.5%	N/A	0.078%

IWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 270 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), Proficio Capital Partners LLC ($72.86M), and Pegasus Partners Ltd. ($69.89M).Learn more on iShares Russell Top 200 Value ETF's institutional investors.

Of the 233 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 ($1.04M), Lido Advisors LLC ($956.05K), and Proficio Capital Partners LLC ($812.19K).

Institutional investors have bought a total of 7,013,230 shares in the last 24 months. This purchase volume represents approximately $653.66M in transactions.

Of the 80 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 2,332,891 shares in the last 24 months. This volume of shares sold represents approximately $206.83M 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 9/9/2026. New 13F filings are added each quarter as they're published.

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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

Who are the largest shareholders of IWX shares?

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

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

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

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

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