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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$112.77 +0.36 (+0.32%)
As of 02:39 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)
$650.75M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$205.78M
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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
8/23/2026 Operose Advisors LLC6,639$698K0.1%N/A0.018%
8/22/2026 Compass Financial Management LLC7,812$876K0.1%N/A0.022%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC3,977$418K0.1%N/A0.011%
8/22/2026 Montgomery Financial Services LLC132,081$13.89M12.1%N/A0.366%
8/22/2026 LifePlan Investment Advisors Inc.2,922$307K0.1%+7.3%0.008%
8/22/2026 Concurrent Investment Advisors LLC44,866$4.72M0.0%N/A0.124%
8/21/2026 KFA Private Wealth Group LLC4,560$480K0.1%-11.2%0.013%
8/20/2026 Proficio Capital Partners LLC692,856$72.86M2.7%N/A1.919%
8/12/2026 Compass 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%
6/3/2026 NewEdge 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%
5/19/2026 GTS Financial LLC69,506$6.44M4.7%N/A0.206%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada119,482$11.07M0.0%+8.5%0.353%
5/16/2026 Quantinno Capital Management LP7,323$679K0.0%-1.8%0.022%
5/15/2026 Gateway Wealth Partners LLC11,891$1.10M0.0%N/A0.035%
5/15/2026 Waverly 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%
5/13/2026 Cetera Investment Advisers239,314$22.18M0.0%-9.0%0.708%
5/13/2026 Signature Equity Partners LLC1,006$93K0.0%-20.1%0.003%
5/13/2026 Arvest 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%
5/6/2026 FSA Advisors Inc.5,455$505K0.3%N/A0.016%
5/6/2026 Bessemer Group Inc.660$61K0.0%N/A0.002%
5/5/2026 Geneos Wealth Management Inc.8,597$797K0.0%-6.7%0.025%
5/5/2026 Sanctuary 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%
5/4/2026 Vantage 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%
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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%
4/27/2026 Baer Investment Advisory LLC8,193$759K0.1%N/A0.023%
4/27/2026 World 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%
3/17/2026 Rockefeller Capital Management L.P.20,080$1.85M0.0%-1.0%0.051%
3/13/2026 World 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%
2/18/2026 NewEdge 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%
2/17/2026 AQR Capital Management LLC5,862$538K0.0%+55.6%0.015%
2/17/2026 EFG International AG1,110$102K0.0%N/A0.003%
2/17/2026 Cetera Investment Advisers263,019$24.16M0.0%+399.7%0.670%
2/17/2026 Equitable Holdings Inc.7,552$694K0.0%-8.6%0.019%
2/17/2026 GeoWealth Management LLC2,190$201K0.0%N/A0.006%
2/17/2026 Osaic 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%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC50,183$4.61M0.0%-5.5%0.128%
2/16/2026 Brown Advisory Inc.18,412$1.69M0.0%N/A0.047%
2/13/2026 Kestra Advisory Services LLC4,501$413K0.0%+81.6%0.011%
2/13/2026 CreativeOne Wealth LLC3,514$323K0.0%+3.7%0.009%
2/13/2026 Stifel Financial Corp10,921$1.00M0.0%+3.0%0.028%
A “bloodbath” Is Coming (Ad)

Reports suggest some Silicon Valley billionaires are stockpiling gold, guns, and gas masks - or leaving the country entirely - as concerns grow about the next phase of the AI market. One AI insider says investors should reassess their positions before September 30, pointing to a critical shift ahead for tech and AI-related stocks.tc pixel

Read the full warning about the AI market's next phase now
2/13/2026 Advyzon 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%
2/13/2026 Integrated 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%
2/13/2026 Ausdal 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%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,182$109K0.0%N/A0.003%
2/13/2026 Wells Fargo & Company MN132,660$12.19M0.0%-1.3%0.338%


IWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 269 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 232 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 Proficio Capital Partners LLC ($812.19K).

Institutional investors have bought a total of 6,985,595 shares in the last 24 months. This purchase volume represents approximately $650.75M 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 2,322,912 shares in the last 24 months. This volume of shares sold represents approximately $205.78M in transactions.


Related Companies

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 8/23/2026. New 13F filings are added each quarter as they're published.
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