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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$107.19 +1.24 (+1.17%)
As of 02:57 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)
158
Total
Institutional Inflows
(last 12 months)
$851.61M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$593.49M
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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
6/3/2026NewEdge Advisors LLC184,242$17.07M0.1%-1.7%0.545%
5/28/2026Maripau Wealth Management LLC2,707$251K0.1%-14.2%0.008%
5/20/2026SOA 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%
5/19/2026Arkadios 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%
5/15/2026Gateway Wealth Partners LLC11,891$1.10M0.0%N/A0.035%
5/15/2026Waverly Advisors LLC210,040$19.46M0.1%+2.1%0.621%
5/14/2026Compound Planning Inc.47,018$4.36M0.1%+467.0%0.139%
5/14/2026Gibbs Wealth Management6,745$625K0.1%N/A0.020%
5/14/2026Lido Advisors LLC966,581$89.57M0.3%-0.7%2.860%
5/13/2026Cetera Investment Advisers239,314$22.18M0.0%-9.0%0.708%
5/13/2026Signature Equity Partners LLC1,006$93K0.0%-20.1%0.003%
5/13/2026Arvest Bank Trust Division5,372$498K0.0%N/A0.016%
5/13/2026First Citizens Bank & Trust Co.5,928,034$549.35M9.6%-0.9%17.539%
5/8/2026PNC Financial Services Group Inc.12,344$1.14M0.0%-10.0%0.037%
5/8/2026JSF 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%
5/5/2026Geneos Wealth Management Inc.8,597$797K0.0%-6.7%0.025%
5/5/2026Sanctuary Advisors LLC163,873$15.19M0.1%+10.1%0.485%
5/5/2026Sigma Planning Corp3,108$288K0.0%-18.0%0.009%
5/4/2026Bryn 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%
5/2/2026International Assets Investment Management LLC587$55K0.0%N/A0.002%
5/1/2026Fifth Third Bancorp9,103$844K0.0%+36.6%0.027%
5/1/2026Simplicity Wealth LLC108,334$10.04M0.6%+10.1%0.319%
5/1/2026Sequoia Financial Advisors LLC2,453$227K0.0%N/A0.007%
4/30/2026CFS Investment Advisory Services LLC16,845$1.65M0.1%-2.5%0.050%
4/29/2026Horst & Graben Wealth Management LLC131,180$12.92M1.8%-1.3%0.386%
4/29/2026Centerpoint Advisory Group18,731$1.74M1.3%+13.3%0.055%
4/28/2026FLP Wealth Management LLC11,771$1.09M1.8%+10.4%0.035%
4/28/2026B.O.S.S. Retirement Advisors LLC19,054$1.77M0.5%-12.7%0.056%
4/27/2026Arcadia Wealth Management LLC13,984$1.30M0.5%-3.2%0.039%
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%
4/27/2026Private Advisor Group LLC182,516$16.91M0.1%+451.0%0.503%
4/27/2026Sound Income Strategies LLC1,130$105K0.0%+12.2%0.003%
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4/24/2026SMART Wealth LLC8,959$830K0.2%+2.6%0.024%
4/23/2026Networth Advisors LLC5,849$542K0.4%-6.2%0.015%
4/22/2026Sterling Capital Management LLC236,530$21.92M0.4%+21.8%0.628%
4/22/2026FLP Wealth Management LLC10,101$936K1.4%+8.9%0.027%
4/22/2026FWG Investments LLC.29,429$2.73M1.7%-4.3%0.078%
4/21/2026Decker Retirement Planning Inc.12,636$1.17M0.5%+3.6%0.034%
4/21/2026LifeWealth Investments LLC228,555$21.18M6.3%+18.0%0.607%
4/20/2026Kestra Private Wealth Services LLC182,574$16.92M0.2%+0.4%0.485%
4/20/2026KFA Private Wealth Group LLC5,137$476K0.1%+90.0%0.014%
4/20/2026Blue Trust Inc.2,372$220K0.0%-25.1%0.006%
4/20/2026Fifth Third Wealth Advisors LLC34,175$3.17M0.1%+39.6%0.091%
4/17/2026Signal Advisors Wealth LLC19,116$1.77M0.1%-2.6%0.051%
4/17/2026AdvisorNet Financial Inc1,175$109K0.0%-20.3%0.003%
4/17/2026SVB Wealth LLC459,948$42.62M2.8%-9.5%1.222%
4/17/2026First Citizens Asset Management Inc.513,728$47.61M16.9%+5.4%1.364%
4/16/2026Triad 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%
2/19/2026Compound Planning Inc.8,293$762K0.0%N/A0.021%
2/18/2026First 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%
2/18/2026Claro Advisors Inc.9,945$914K0.1%+21.9%0.025%
2/18/2026Align 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%
2/17/2026GeoWealth Management LLC2,190$201K0.0%N/A0.006%
2/17/2026Osaic Holdings Inc.113,899$10.46M0.0%+1,807.2%0.290%
2/17/2026Private Advisor Group LLC33,123$3.04M0.0%+89.2%0.084%
2/17/2026Clark 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%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/13/2026Veridan Wealth LLC66,858$6.14M2.1%+0.7%0.170%
2/13/2026Arkadios 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%
2/13/2026Granville 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%
2/13/2026Ieq Capital LLC3,277$301K0.0%N/A0.008%
2/13/2026First National Bank of Omaha18,226$1.69M0.0%N/A0.046%
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%
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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%
2/12/2026Commonwealth 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%
2/12/2026Wilmington Savings Fund Society FSB505,899$46.47M1.1%+3.8%1.289%
2/12/2026Principal Securities Inc.220,752$20.28M0.3%+229,850.0%0.562%
2/11/2026Howard Bailey Securities LLC191,245$17.57M6.9%+29.8%0.487%
2/11/2026Cerity Partners LLC3,101$285K0.0%+17.4%0.008%


IWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 267 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 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 ($3.36M), Clark Capital Management Group Inc. ($1.97M), SVB Wealth LLC ($1.12M), LPL Financial LLC ($1.10M), Lido Advisors LLC ($956.05K), and Orion Portfolio Solutions LLC ($785.46K).

Institutional investors have bought a total of 9,595,985 shares in the last 24 months. This purchase volume represents approximately $851.61M in transactions.

Of the 99 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: Envestnet Asset Management Inc. ($4.01M), 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), Cetera Investment Advisers ($324.55K), and Commonwealth Equity Services LLC ($145.59K).

Institutional investors have sold a total of 6,931,252 shares in the last 24 months. This volume of shares sold represents approximately $593.49M in transactions.


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This page (NYSEARCA:IWX) was last updated on 7/2/2026 by MarketBeat.com Staff.
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