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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$85.36 +0.51 (+0.60%)
As of 07/3/2025 05:00 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)
145
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$750.98M
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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
6/18/2025Voya Investment Management LLC38,608$3.17M0.0%+179.0%0.118%
5/21/2025MBL Wealth LLC8,000$657K0.1%-4.8%0.025%
5/21/2025Geneos Wealth Management Inc.13,780$1.13M0.0%N/A0.043%
5/19/2025Jane Street Group LLC16,587$1.36M0.0%N/A0.052%
5/19/2025SCS Capital Management LLC8,851$727K0.0%N/A0.028%
5/19/2025Legacy Advisory Services LLC68,771$5.65M4.8%N/A0.216%
5/16/2025Jones Financial Companies Lllp1,446$110K0.0%-62.2%0.005%
5/16/2025NewEdge Advisors LLC170,356$14M0.1%-4.3%0.534%
5/16/2025Integrated Wealth Concepts LLC41,956$3.45M0.0%+3.7%0.132%
5/16/2025Clark Capital Management Group Inc.1,250,520$102.77M0.7%N/A3.920%
5/15/2025Royal Bank of Canada104,853$8.62M0.0%-2.4%0.329%
5/14/2025CreativeOne Wealth LLC5,294$435K0.0%+61.8%0.017%
5/14/2025FWG Investments LLC.28,988$2.38M2.8%-6.3%0.091%
5/14/2025Synovus Financial Corp10,666$876K0.0%+19.5%0.033%
5/14/2025Northwestern Mutual Wealth Management Co.28,560$2.35M0.0%+39.2%0.090%
5/14/2025Compound Planning Inc.5,878$483K0.0%N/A0.018%
5/14/2025Venture Visionary Partners LLC14,913$1.23M0.1%-49.9%0.047%
5/13/2025Raymond James Financial Inc.102,423$8.42M0.0%+0.4%0.321%
5/13/2025Cresset Asset Management LLC11,690$961K0.0%N/A0.037%
5/13/2025Heck Capital Advisors LLC5,359$440K0.0%N/A0.017%
5/13/2025HighTower Advisors LLC57,142$4.70M0.0%+248.9%0.179%
5/12/2025Financial Engines Advisors L.L.C.2,525$207K0.0%N/A0.008%
5/9/2025Atria Wealth Solutions Inc.52,537$4.32M0.1%N/A0.165%
5/9/2025Commonwealth Equity Services LLC231,909$19.06M0.0%+1.8%0.727%
5/8/2025TIAA Trust National Association11,158,373$917.00M2.9%+8.0%34.979%
5/8/2025US Bancorp DE5,040$414K0.0%+438.5%0.016%
5/8/2025Harbour Investments Inc.666$55K0.0%+126.5%0.002%
5/8/2025Arkadios Wealth Advisors6,000$493K0.0%+3.2%0.019%
5/7/2025JSF Financial LLC254,298$20.90M5.5%+2,082.3%0.797%
5/7/2025Foundations Investment Advisors LLC14,535$1.19M0.0%-30.3%0.046%
5/7/2025KFA Private Wealth Group LLC3,019$248K0.1%N/A0.009%
5/7/2025LPL Financial LLC624,829$51.35M0.0%+672.4%1.959%
5/7/2025GLOBALT Investments LLC GA67,652$5.56M0.2%-0.7%0.212%
5/6/2025Assetmark Inc.778$64K0.0%N/A0.002%
5/6/2025Cetera Investment Advisers344,708$28.33M0.1%+409.3%1.081%
5/6/2025Avantax Advisory Services Inc.8,540$702K0.0%+115.5%0.027%
5/6/2025One Wealth Advisors LLC4,594$377K0.1%-14.6%0.014%
5/6/2025AE Wealth Management LLC1,011,637$83.14M0.7%-5.3%3.171%
5/6/2025Richardson Financial Services Inc.714$59K0.0%N/A0.002%
5/5/2025Kestra Private Wealth Services LLC153,687$12.63M0.2%+3.2%0.482%
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5/5/2025Csenge Advisory Group55,894$4.31M0.2%+0.8%0.175%
5/5/2025Private Advisor Group LLC15,753$1.30M0.0%N/A0.049%
5/5/2025Transce3nd LLC9,280$763K0.3%+17.5%0.029%
5/2/2025Capital A Wealth Management LLC546$45K0.0%-25.2%0.002%
5/2/2025Bryn Mawr Capital Management LLC190,435$15.65M0.9%+13.6%0.614%
5/2/2025Lord & Richards Wealth Management LLC8,908$732K0.8%-9.7%0.029%
5/2/2025Sigma Planning Corp3,194$262K0.0%N/A0.010%
5/2/2025Signaturefd LLC1,049$86K0.0%+186.6%0.003%
5/1/2025CWM LLC1,952$160K0.0%-43.9%0.006%
5/1/2025Quest 10 Wealth Builders Inc.18,748$1.54M1.7%-2.1%0.060%
5/1/2025Park Square Financial Group LLC828$68K0.1%N/A0.003%
5/1/2025Fidelis Capital Partners LLC16,888$1.33M0.1%+0.8%0.054%
4/30/2025Axxcess Wealth Management LLC5,184$426K0.0%N/A0.017%
4/30/2025M&T Bank Corp4,753$391K0.0%-62.7%0.015%
4/30/2025Stratos Wealth Advisors LLC4,682$385K0.0%N/A0.015%
4/30/2025Horst & Graben Wealth Management LLC119,449$9.82M1.8%-6.6%0.385%
4/29/2025Envestnet Asset Management Inc.4,085,345$335.73M0.1%+8,893.6%13.179%
4/29/2025Compton Wealth Advisory Group LLC246,480$20.26M5.6%-0.3%0.795%
4/29/2025World Investment Advisors3,153$259K0.0%N/A0.010%
4/29/2025Strategic Blueprint LLC14,989$1.23M0.1%+7.1%0.048%
4/29/2025Global Wealth Management Investment Advisory Inc.25,167$2.07M0.4%-4.2%0.081%
4/29/2025SMART Wealth LLC6,764$556K0.2%+4.2%0.022%
4/29/2025OneDigital Investment Advisors LLC5,771$474K0.0%+3.3%0.019%
4/28/2025First Horizon Advisors Inc.1,150$95K0.0%-45.3%0.004%
4/25/2025Colonial River Investments LLC6,280$516K0.3%N/A0.020%
4/24/2025Decker Retirement Planning Inc.9,483$779K0.5%+22.2%0.031%
4/24/2025Kingdom Financial Group LLC.153,795$12.64M9.3%-5.6%0.496%
4/24/2025Alta Wealth Advisors LLC2,532$208K0.1%-15.5%0.008%
4/23/2025Spire Wealth Management1,173$96K0.0%N/A0.004%
4/23/2025Pacific Financial Group Inc.2,462$202K0.2%-9.2%0.008%
4/23/2025Oppenheimer & Co. Inc.36,371$2.99M0.0%-2.1%0.117%
4/23/2025Vantage Point Financial LLC4,514$371K0.2%-3.7%0.015%
4/23/2025Continuum Advisory LLC3,549$292K0.0%+13.8%0.011%
4/22/2025Centerpoint Advisory Group8,205$674K0.7%N/A0.026%
4/22/2025Cambridge Investment Research Advisors Inc.70,370$5.78M0.0%+6.5%0.227%
4/22/2025Veridan Wealth LLC67,148$5.52M2.5%+19.1%0.217%
4/21/2025Envestnet Portfolio Solutions Inc.6,271,190$515.37M2.0%+1.7%20.230%
4/21/2025Centennial Wealth Advisory LLC54,691$4.50M1.6%N/A0.176%
4/21/2025Beacon Capital Management LLC848$70K0.0%N/A0.003%
4/21/2025LifeWealth Investments LLC130,183$10.70M4.4%+75.3%0.420%
4/18/2025Lion Street Advisors LLC2,607$214K0.1%N/A0.008%
4/18/2025Optivise Advisory Services LLC7,023$577K0.3%N/A0.023%
4/17/2025Cyndeo Wealth Partners LLC4,149$341K0.0%N/A0.013%
4/17/2025Howard Bailey Securities LLC151,032$12.41M5.0%-5.0%0.487%
4/17/2025Affinity Capital Advisors LLC4,604$356K0.1%+38.9%0.015%
4/15/2025Kelly Financial Services LLC14,295$1.18M0.4%N/A0.046%
4/15/2025Fifth Third Bancorp8,555$703K0.0%-13.8%0.028%
4/15/2025McKinley Carter Wealth Services Inc.11,640$957K0.1%-11.7%0.038%
4/15/2025Simplicity Wealth LLC98,954$8.13M0.6%+729.2%0.319%
4/14/2025First Citizens Bank & Trust Co.5,842,083$480.10M8.1%+1.2%18.845%
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4/14/2025Park Avenue Securities LLC41,454$3.41M0.0%N/A0.134%
4/14/2025SOA Wealth Advisors LLC.37,783$3.11M0.4%-3.2%0.122%
4/11/2025Signal Advisors Wealth LLC13,980$1.15M0.1%+4.7%0.037%
4/10/2025Beacon Financial Group5,376$442K0.0%N/A0.014%
4/10/2025Richard P Slaughter Associates Inc417,093$34.28M8.0%+353.9%1.112%
4/10/2025Iams Wealth Management LLC7,064$581K0.3%N/A0.019%
4/9/2025SigFig Wealth Management LLC70,194$5.71M0.2%N/A0.187%
4/8/2025Fifth Third Wealth Advisors LLC14,847$1.22M0.1%N/A0.040%
4/8/2025Parallel Advisors LLC4,398$361K0.0%+4,298.0%0.012%
4/7/2025AdvisorNet Financial Inc1,480$122K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

IWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWX shares?

During the previous two years, 205 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($917.00M), TIAA FSB ($547.66M), Envestnet Portfolio Solutions Inc. ($515.37M), First Citizens Bank & Trust Co. ($480.10M), Envestnet Asset Management Inc. ($335.73M), Clark Capital Management Group Inc. ($102.77M), and AE Wealth Management LLC ($83.14M).Learn more on iShares Russell Top 200 Value ETF's institutional investors.

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

Of the 174 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: TIAA Trust National Association ($11.24M), Envestnet Portfolio Solutions Inc. ($7.82M), Envestnet Asset Management Inc. ($5.31M), Clark Capital Management Group Inc. ($1.25M), SVB Wealth LLC ($1.06M), Lido Advisors LLC ($956.05K), and Orion Portfolio Solutions LLC ($785.46K).

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

Institutional investors have bought a total of 14,478,591 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

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

Of the 75 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. ($5.97M), First Citizens Bank & Trust Co. ($884.15K), Envestnet Portfolio Solutions Inc. ($694.83K), Cetera Investment Advisers ($375.49K), LPL Financial LLC ($360.61K), TIAA Trust National Association ($274.24K), and Simplicity Wealth LLC ($169.22K).

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

Institutional investors have sold a total of 9,494,548 shares in the last 24 months. This volume of shares sold represents approximately $750.98M in transactions.


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This page (NYSEARCA:IWX) was last updated on 7/4/2025 by MarketBeat.com Staff
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