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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$112.49 +0.62 (+0.55%)
Closing price 10/12/2026 04:10 PM Eastern
Extended Trading
$112.41 -0.08 (-0.07%)
As of 10/12/2026 04:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
147
Total
Institutional Inflows
(last 12 months)
$658.12M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$431.89M
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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
10/10/2026RTD Financial Advisors Inc.289,542$31.71M3.5%+3.5%0.867%
10/7/2026KFA Private Wealth Group LLC5,970$654K0.2%+30.9%0.018%
10/7/2026SigFig Wealth Management LLC35,039$3.84M0.1%N/A0.105%
10/5/2026Eastern Bank1,819$199K0.0%N/A0.005%
10/5/2026MassMutual Private Wealth & Trust FSB775$85K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.4,907,301$516.05M2.3%-22.1%14.101%
9/23/2026Envestnet Asset Management Inc.1,815,846$190.95M0.0%-32.1%5.218%
9/9/2026SVB Wealth LLC477,994$50.27M2.9%+3.9%1.324%
9/9/2026Integrated Wealth Concepts LLC55,107$5.80M0.0%+4.9%0.153%
9/9/2026NewEdge Advisors LLC174,263$18.33M0.1%-5.4%0.483%
9/9/2026IFP Advisors Inc257$27K0.0%N/A0.001%
9/8/2026Waverly Advisors LLC216,815$22.80M0.1%+3.2%0.601%
8/23/2026Operose Advisors LLC6,639$698K0.1%N/A0.018%
8/22/2026Compass Financial Management LLC7,812$876K0.1%N/A0.022%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC3,977$418K0.1%N/A0.011%
8/22/2026Montgomery Financial Services LLC132,081$13.89M12.1%N/A0.366%
8/22/2026LifePlan Investment Advisors Inc.2,922$307K0.1%+7.3%0.008%
8/22/2026Concurrent Investment Advisors LLC44,866$4.72M0.0%N/A0.124%
8/21/2026KFA Private Wealth Group LLC4,560$480K0.1%-11.2%0.013%
8/20/2026Proficio Capital Partners LLC692,856$72.86M2.7%N/A1.919%
8/12/2026Compass Financial Management LLC7,812$876K0.1%N/A0.022%
7/10/2026Heck Capital Advisors LLC2,903$305K0.0%-80.8%0.008%
7/10/2026Dagco Inc.3,192$336K0.1%N/A0.009%
7/9/2026Tenzing Financial LLC2,589$279K0.2%N/A0.007%
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%
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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%
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%
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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%


IWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 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), First Citizens Bank & Trust Co. ($549.35M), Envestnet Portfolio Solutions Inc. ($516.05M), Envestnet Asset Management Inc. ($190.95M), AE Wealth Management LLC ($99.31M), Lido Advisors LLC ($89.57M), and Proficio Capital Partners LLC ($72.86M).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 ($1.04M), Lido Advisors LLC ($956.05K), and Proficio Capital Partners LLC ($812.19K).

Institutional investors have bought a total of 7,052,017 shares in the last 24 months. This purchase volume represents approximately $658.12M in transactions.

Of the 77 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 Portfolio Solutions Inc. ($1.72M), Envestnet Asset Management Inc. ($857.94K), TIAA Trust National Association ($485.46K), Laurel Wealth Advisors LLC ($383.37K), First Citizens Bank & Trust Co. ($357.08K), Commonwealth Equity Services LLC ($145.59K), and Simplicity Wealth LLC ($89.60K).

Institutional investors have sold a total of 4,452,204 shares in the last 24 months. This volume of shares sold represents approximately $431.89M 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 10/10/2026. New 13F filings are added each quarter as they're published.
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