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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$141.91 +0.42 (+0.30%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$77.97M
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IWL Institutional Buying and Selling by Quarter

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iShares Russell Top 200 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC23,006$3.33M0.0%-0.8%0.203%
3/12/2025 Centaurus Financial Inc.2,457$356K0.0%+13.2%0.022%
2/25/2025 Heck Capital Advisors LLC29,359$4.25M0.3%N/A0.256%
2/25/2025 Armis Advisers LLC10,948$1.58M0.2%N/A0.096%
2/24/2025 Great Valley Advisor Group Inc.23,796$3.44M0.1%-0.3%0.208%
2/21/2025 Prescott Group Capital Management L.L.C.40,795$5.90M0.8%N/A0.356%
2/20/2025 Michels Family Financial LLC2,435$352K0.3%N/A0.021%
2/19/2025 Richmond Investment Services LLC174,323$25.23M14.2%N/A1.522%
2/17/2025 Waverly Advisors LLC23,798$3.44M0.1%N/A0.220%
2/17/2025 Two Sigma Investments LP42,200$6.11M0.0%N/A0.391%
2/17/2025 Royal Bank of Canada134,460$19.46M0.0%+22.6%1.245%
2/17/2025 Focus Partners Wealth4,036$584K0.0%N/A0.037%
2/17/2025 Cresset Asset Management LLC15,237$2.21M0.0%-69.2%0.141%
2/17/2025 Cetera Investment Advisers41,045$5.94M0.0%+18.8%0.380%
2/17/2025 BOKF NA2,330$335K0.0%N/A0.022%
2/17/2025 Captrust Financial Advisors1,801$261K0.0%-25.9%0.017%
2/17/2025 Citadel Advisors LLC11,232$1.63M0.0%+136.5%0.104%
2/17/2025 Bank of America Corp DE578,252$83.68M0.0%+40.2%5.354%
2/17/2025 BNP Paribas Financial Markets111,500$16.14M0.0%+183.7%1.032%
2/17/2025 Ameriprise Financial Inc.368,365$53.31M0.0%+3.1%3.411%
2/14/2025 Mercer Global Advisors Inc. ADV5,627$814K0.0%-11.1%0.052%
2/14/2025 Jane Street Group LLC9,718$1.41M0.0%+23.7%0.090%
2/14/2025 Lido Advisors LLC257,324$37.24M0.2%N/A2.383%
2/14/2025 Capital Analysts LLC18,731$2.71M0.1%+1.8%0.173%
2/14/2025 Voya Investment Management LLC10,955$1.59M0.0%-85.8%0.101%
2/14/2025 Integrated Wealth Concepts LLC8,853$1.28M0.0%-25.7%0.082%
2/14/2025 Susquehanna International Group LLP31,932$4.62M0.0%+277.7%0.296%
2/14/2025 Stifel Financial Corp9,436$1.37M0.0%-4.6%0.087%
2/14/2025 Tower Research Capital LLC TRC 766$111K0.0%+60.3%0.007%
2/14/2025 MML Investors Services LLC13,312$1.93M0.0%+2.3%0.123%
2/14/2025 GeoWealth Management LLC61,215$8.86M0.3%+8,343.4%0.567%
2/13/2025 CreativeOne Wealth LLC12,695$1.84M0.1%+10.4%0.118%
2/13/2025 Cahaba Wealth Management Inc.5,837$845K0.1%-7.1%0.054%
2/13/2025 SageView Advisory Group LLC84,774$12.27M0.5%-5.2%0.785%
2/13/2025 Raymond James Financial Inc.10,369$1.50M0.0%N/A0.096%
2/13/2025 Renaissance Technologies LLC14,300$2.07M0.0%-10.6%0.132%
2/13/2025 Forum Private Client Group LLC4,523$655K0.3%+8.4%0.042%
2/13/2025 Envestnet Asset Management Inc.53,064$7.68M0.0%+13.4%0.491%
2/13/2025 Wells Fargo & Company MN51,201$7.41M0.0%+64.5%0.474%
2/12/2025 Thoroughbred Financial Services LLC28,144$4.07M0.2%+10.9%0.261%
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2/12/2025 National Wealth Management Group LLC1,850$268K0.2%N/A0.017%
2/12/2025 Nicollet Investment Management Inc.47,530$6.88M2.4%+1.5%0.440%
2/12/2025 National Bank of Canada FI10,000$1.45M0.0%N/A0.093%
2/12/2025 Frazier Financial Advisors LLC351$51K0.0%N/A0.003%
2/12/2025 JPMorgan Chase & Co.175,299$25.37M0.0%-1.7%1.623%
2/12/2025 Dechtman Wealth Management LLC24,483$3.54M0.7%-71.5%0.227%
2/12/2025 PKS Advisory Services LLC5,179$749K0.2%N/A0.048%
2/11/2025 LPL Financial LLC306,260$44.32M0.0%+0.4%2.836%
2/11/2025 Oxford Financial Group LTD. LLC30,552$4.42M0.3%+436.3%0.283%
2/11/2025 FreeGulliver LLC200,345$28.99M13.8%+30.4%1.855%
2/10/2025 Cozad Asset Management Inc.6,676$966K0.1%+13.8%0.062%
2/10/2025 Creative Financial Designs Inc. ADV25,751$3.73M0.3%+6.0%0.238%
2/10/2025 Corient Private Wealth LLC2,415$349K0.0%-41.4%0.022%
2/10/2025 Envestnet Portfolio Solutions Inc.60,086$8.70M0.0%-26.6%0.556%
2/10/2025 First National Trust Co1,411$204K0.0%N/A0.013%
2/10/2025 Commonwealth Equity Services LLC53,222$7.70M0.0%+7.8%0.493%
2/10/2025 Avantax Advisory Services Inc.4,800$695K0.0%+16.8%0.044%
2/7/2025 HighTower Advisors LLC59,698$8.64M0.0%-3.1%0.553%
2/7/2025 Wealthfront Advisers LLC53,554$7.75M0.0%+177.5%0.496%
2/7/2025 Grant Street Asset Management Inc.19,250$2.79M0.7%-1.9%0.178%
2/7/2025 Investors Research Corp929$134K0.0%+51.1%0.009%
2/7/2025 Efficient Advisors LLC4,408$638K0.0%-6.5%0.041%
2/7/2025 Kendall Capital Management2,353$341K0.1%N/A0.022%
2/7/2025 Strategic Equity Management55,695$8.06M3.4%-5.2%0.516%
2/7/2025 Prescott Group Capital Management L.L.C.5,903,444$854.29M53.6%N/A54.662%
2/7/2025 Elevation Capital Advisory LLC46,629$6.75M2.9%N/A0.432%
2/6/2025 Raymond James Financial Inc.10,369$1.50M0.0%N/A0.096%
2/6/2025 Jones Financial Companies Lllp275$40K0.0%N/A0.003%
2/5/2025 Veridan Wealth LLC31,420$4.64M2.2%N/A0.291%
2/4/2025 KM Capital Management Ltd.102,835$14.88M7.7%+1.1%0.952%
2/3/2025 Capital Advisory Group Advisory Services LLC6,353$919K0.3%+65.1%0.059%
2/3/2025 Centricity Wealth Management LLC1,320$191K0.2%N/A0.012%
2/3/2025 Private Advisor Group LLC7,919$1.15M0.0%-5.1%0.073%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,555$2.83M0.1%N/A0.181%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV93,623$13.55M2.9%+2.2%0.867%
1/31/2025 Sanctuary Advisors LLC2,885$432K0.0%+5.6%0.027%
1/31/2025 J.W. Cole Advisors Inc.1,410$204K0.0%N/A0.013%
1/30/2025 Valmark Advisers Inc.41,614$6.02M0.1%+151.2%0.385%
1/30/2025 Principal Securities Inc.6,189$896K0.0%+9.3%0.057%
1/30/2025 Manchester Financial Inc.27,331$3.96M0.9%+80.9%0.253%
1/30/2025 ShoreHaven Wealth Partners LLC38,528$5.58M2.6%-0.2%0.357%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,555$2.83M0.1%N/A0.181%
1/29/2025 Comprehensive Financial Planning Inc. PA659$95K0.1%N/A0.006%
1/28/2025 Reliant Wealth Planning183,022$26.49M12.4%N/A1.695%
1/28/2025 Newbridge Financial Services Group Inc.4,815$697K0.2%N/A0.045%
1/28/2025 SOA Wealth Advisors LLC.16,830$2.44M0.4%+56.3%0.156%
1/27/2025 Jackson Wealth Management LLC2,789$404K0.0%-8.0%0.026%
1/27/2025 Spirit of America Management Corp NY3,267$473K0.1%+11.0%0.030%
1/27/2025 Stratos Wealth Partners LTD.20,247$2.93M0.0%-1.2%0.187%
1/24/2025 Arcadia Investment Advisors LLC75,467$10.92M6.0%-5.6%0.699%
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1/24/2025 WFA Asset Management Corp85,075$12.31M6.7%-5.5%0.788%
1/24/2025 Dohj LLC201,494$29.16M6.7%+2.0%1.866%
1/23/2025 Heck Capital Advisors LLC29,359$4.25M0.3%N/A0.272%
1/23/2025 Boyd Wealth Management LLC10,417$1.51M0.7%-4.5%0.096%
1/23/2025 Fifth Third Securities Inc.6,073$879K0.1%-5.6%0.056%
1/23/2025 Gilbert & Cook Inc.503,983$72.93M10.3%-0.6%4.667%
1/23/2025 McKinley Carter Wealth Services Inc.365,416$52.88M3.2%-3.2%3.383%
1/22/2025 FSC Wealth Advisors LLC3,965$574K0.4%N/A0.037%
1/21/2025 Andina Capital Management LLC6,193$896K0.7%N/A0.057%
1/21/2025 First Citizens Bank & Trust Co.60,086$8.70M0.1%-26.6%0.556%
(Data available from 1/1/2016 forward)

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IWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWL shares?

During the previous two years, 178 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were Tompkins Financial Corp ($141.97M), Bank of America Corp DE ($83.68M), Gilbert & Cook Inc. ($72.93M), Ameriprise Financial Inc. ($53.31M), McKinley Carter Wealth Services Inc. ($52.88M), LPL Financial LLC ($44.32M), and Lido Advisors LLC ($37.24M).Learn more on IWL's institutional investors.

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

Of the 146 institutional investors that purchased iShares Russell Top 200 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prescott Group Capital Management L.L.C. ($5.94M), Lido Advisors LLC ($257.32K), Win Advisors Inc. ($235.52K), Proficio Capital Partners LLC ($234.88K), Reliant Wealth Planning ($183.02K), Richmond Investment Services LLC ($174.32K), and Bank of America Corp DE ($165.77K).

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

Institutional investors have bought a total of 9,775,067 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Which iShares Russell Top 200 ETF major shareholders have been selling company stock?

Of the 87 institutional investors that sold iShares Russell Top 200 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Equity Management ($218.09K), McKinley Carter Wealth Services Inc. ($120.54K), HighTower Advisors LLC ($99.05K), 9258 Wealth Management LLC ($95.62K), First Citizens Bank & Trust Co. ($91.97K), Gilbert & Cook Inc. ($86.55K), and SageView Advisory Group LLC ($74.34K).

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

Institutional investors have sold a total of 1,579,872 shares in the last 24 months. This volume of shares sold represents approximately $185.77M in transactions.



This page (NYSEARCA:IWL) was last updated on 3/25/2025 by MarketBeat.com Staff
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