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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$145.66 +0.83 (+0.57%)
(As of 02:15 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$185.67M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$72.96M
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IWL Institutional Buying and Selling by Quarter

iShares Russell Top 200 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 SOA Wealth Advisors LLC.10,768$1.51M0.3%+9.8%0.100%
11/18/2024 Asset Allocation Strategies LLC18,644$2.62M0.7%-26.6%0.173%
11/15/2024 Glass Jacobson Investment Advisors llc856$120K0.0%-14.5%0.008%
11/15/2024 MML Investors Services LLC13,014$1.83M0.0%+1.0%0.121%
11/15/2024 Jane Street Group LLC7,854$1.10M0.0%N/A0.073%
11/15/2024 Stifel Financial Corp9,893$1.39M0.0%+13.8%0.092%
11/15/2024 SageView Advisory Group LLC89,404$12.56M0.6%-10.5%0.828%
11/15/2024 Integrated Wealth Concepts LLC11,921$1.67M0.0%-8.8%0.110%
11/15/2024 HighTower Advisors LLC61,601$8.65M0.0%-3.7%0.570%
11/14/2024 Captrust Financial Advisors2,430$341K0.0%+9.1%0.023%
11/14/2024 CreativeOne Wealth LLC11,502$1.62M0.1%N/A0.107%
11/13/2024 BNP Paribas Financial Markets39,300$5.52M0.0%N/A0.364%
11/13/2024 FMR LLC7,341$1.03M0.0%+2.4%0.068%
11/13/2024 Truvestments Capital LLC369$52K0.0%N/A0.003%
11/13/2024 Brown Brothers Harriman & Co.2,181$306K0.0%N/A0.020%
11/12/2024 Centaurus Financial Inc.2,171$305K0.0%+13.6%0.020%
11/12/2024 Optivise Advisory Services LLC11,352$1.59M0.8%N/A0.105%
11/12/2024 Great Valley Advisor Group Inc.23,876$3.35M0.1%+3.1%0.221%
11/12/2024 Investors Research Corp615$86K0.0%+126.9%0.006%
11/8/2024 Avior Wealth Management LLC10,697$1.50M0.1%-11.0%0.099%
11/7/2024 Gilbert & Cook Inc.507,200$71.23M9.8%+5.1%4.696%
11/6/2024 Nicollet Investment Management Inc.46,817$6.58M2.3%+2.7%0.433%
11/6/2024 Huntington National Bank6,425$902K0.0%-5.8%0.059%
11/5/2024 GSA Capital Partners LLP2,439$343K0.0%-36.8%0.023%
11/5/2024 Harbour Investments Inc.2,792$392K0.0%+26.6%0.026%
11/4/2024 Noble Family Wealth LLC27,232$3.82M1.0%-1.2%0.252%
11/1/2024 Tompkins Financial Corp1,010,883$141.97M13.6%+9.1%9.360%
11/1/2024 Resolute Advisors LLC2,238$314K0.1%N/A0.021%
11/1/2024 Pegasus Partners Ltd.220,310$30.94M2.9%+1.2%2.040%
10/31/2024 Cozad Asset Management Inc.5,865$824K0.1%+6.8%0.054%
10/31/2024 Dechtman Wealth Management LLC85,788$12.05M2.5%-4.3%0.794%
10/30/2024 United Advisor Group LLC2,025$284K0.1%N/A0.019%
10/30/2024 WFA Asset Management Corp90,048$12.65M6.9%-1.8%0.834%
10/29/2024 Centennial Bank AR456$64K0.0%N/A0.004%
10/29/2024 Farther Finance Advisors LLC251$35K0.0%N/A0.002%
10/28/2024 Creative Financial Designs Inc. ADV24,301$3.41M0.3%-70.2%0.225%
10/25/2024 Valmark Advisers Inc.16,566$2.33M0.0%-7.1%0.153%
10/24/2024 Patriot Financial Group Insurance Agency LLC6,891$968K0.1%-9.0%0.064%
10/24/2024 ShoreHaven Wealth Partners LLC38,597$5.42M2.6%-10.5%0.357%
10/24/2024 Manchester Financial Inc.15,108$2.12M0.5%N/A0.140%
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10/24/2024 Wealth Enhancement Advisory Services LLC23,187$3.26M0.0%+640.8%0.215%
10/23/2024 Silver Oak Securities Incorporated12,795$1.79M0.2%+1.9%0.118%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV91,652$12.87M2.9%-7.4%0.849%
10/23/2024 Jackson Wealth Management LLC3,032$426K0.1%N/A0.028%
10/22/2024 Private Advisor Group LLC8,346$1.17M0.0%-5.7%0.077%
10/22/2024 Wooster Corthell Wealth Management Inc.6,245$877K0.2%-4.9%0.058%
10/21/2024 Toth Financial Advisory Corp2,380$334K0.0%-26.8%0.022%
10/18/2024First Citizens Bank & Trust Co.81,859$11.50M0.2%-16.4%0.758%
10/17/2024 TruWealth Advisors LLC1,453$204K0.0%N/A0.013%
10/16/2024 Orin Green Financial LLC4,917$691K0.3%+1.7%0.046%
10/16/2024 McKinley Carter Wealth Services Inc.377,317$52.99M3.2%-4.2%3.494%
10/16/2024 Mason & Associates LLC21,866$3.07M0.9%-1.0%0.202%
10/11/2024 Creative Planning10,521$1.48M0.0%-2.0%0.097%
10/10/2024 Compton Wealth Advisory Group LLC16,054$2.26M0.6%-1.7%0.149%
10/9/2024 Kelly Financial Services LLC9,583$1.35M0.5%-1.1%0.089%
10/7/2024 Foresight Capital Management Advisors Inc.4,901$688K0.4%-14.4%0.045%
9/23/2024 Centaurus Financial Inc.1,911$256K0.0%+18.3%0.018%
9/5/2024Sanctuary Advisors LLC2,659$329K0.0%N/A0.025%
8/22/2024 Cetera Investment Advisers31,052$4.16M0.0%+74.9%0.288%
8/16/2024 Northwestern Mutual Wealth Management Co.14,666$1.97M0.0%+36.5%0.136%
8/16/2024 Elevation Capital Advisory LLC42,880$5.74M2.6%N/A0.397%
8/16/2024 Creative Planning10,740$1.44M0.0%+2.8%0.099%
8/9/2024 Renaissance Technologies LLC25,800$3.46M0.0%+54.5%0.239%
8/8/2024 Envestnet Asset Management Inc.41,549$5.57M0.0%+147.4%0.385%
8/8/2024 Thoroughbred Financial Services LLC35,563$4.76M0.3%+86.2%0.329%
8/8/2024 Nicollet Investment Management Inc.45,574$6.11M2.3%+0.2%0.422%
8/8/2024 LPL Financial LLC294,363$39.43M0.0%-12.1%2.726%
8/6/2024Cahaba Wealth Management Inc.6,284$842K0.1%-13.9%0.058%
8/5/2024 Synergy Asset Management LLC16,232$2.17M0.3%N/A0.150%
8/3/2024 KM Capital Management Ltd.102,699$13.76M7.1%-2.7%0.951%
8/3/2024 9258 Wealth Management LLC26,008$3.48M0.5%-11.5%0.241%
8/2/2024 Cozad Asset Management Inc.5,494$736K0.1%-9.8%0.051%
8/1/2024 Gilbert & Cook Inc.482,777$64.67M9.5%-11.2%4.470%
8/1/2024 Valmark Advisers Inc.17,839$2.39M0.0%-1.1%0.165%
7/31/2024 Strategic Equity Management61,644$8.26M5.4%-13.5%0.571%
7/31/2024 Asset Allocation Strategies LLC25,397$3.40M1.1%-0.5%0.235%
7/31/2024Commonwealth Equity Services LLC43,696$5.85M0.0%+3.7%0.405%
7/29/2024 Dechtman Wealth Management LLC89,652$12.01M2.7%-2.6%0.830%
7/27/2024 Zimmermann Investment Management & Planning LLC20,195$2.71M0.9%+1.6%0.187%
7/26/2024 K.J. Harrison & Partners Inc1,871$251K0.0%N/A0.017%
7/26/2024 Cambridge Investment Research Advisors Inc.157,841$21.14M0.1%+22.1%1.461%
7/26/2024 Proficio Capital Partners LLC234,876$31.46M3.3%N/A2.175%
7/25/2024 Wooster Corthell Wealth Management Inc.6,564$879K0.2%-11.4%0.061%
7/25/2024 Spirit of America Management Corp NY2,961$397K0.1%+403.6%0.027%
7/24/2024 McAdam LLC2,723$365K0.0%-4.7%0.025%
7/23/2024 GYL Financial Synergies LLC2,944$394K0.0%-6.3%0.027%
7/22/2024 Capital Advisory Group Advisory Services LLC2,022$271K0.1%N/A0.019%
7/20/2024First Citizens Bank & Trust Co.97,884$13.11M0.2%-4.0%0.906%
7/20/2024 First Pacific Financial2,733$366K0.1%-5.6%0.025%
7/20/2024 Nisa Investment Advisors LLC23,500$3.15M0.0%N/A0.218%
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7/17/2024 GenWealth Group Inc.4,135$554K0.1%-16.6%0.038%
7/17/2024 SOA Wealth Advisors LLC.9,807$1.31M0.3%+34.7%0.091%
7/16/2024 Envestnet Portfolio Solutions Inc.97,884$13.11M0.0%-4.0%0.906%
7/16/2024 Great Valley Advisor Group Inc.23,167$3.10M0.1%N/A0.215%
7/16/2024 Wealth Enhancement Advisory Services LLC3,130$419K0.0%-20.8%0.029%
7/16/2024 Mason & Associates LLC22,092$2.96M1.0%+279.0%0.205%
7/16/2024 Noble Family Wealth LLC27,564$3.69M1.1%-5.4%0.255%
7/15/2024 Fifth Third Securities Inc.6,732$902K0.1%N/A0.062%
7/12/2024 Compton Wealth Advisory Group LLC16,324$2.19M0.6%-1.6%0.151%
7/11/2024 Foresight Capital Management Advisors Inc.5,728$767K0.5%-1.7%0.053%
(Data available from 1/1/2016 forward)

IWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWL shares?

During the previous two years, 144 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were Tompkins Financial Corp ($141.97M), Gilbert & Cook Inc. ($71.23M), McKinley Carter Wealth Services Inc. ($52.99M), LPL Financial LLC ($39.43M), Proficio Capital Partners LLC ($31.46M), Pegasus Partners Ltd. ($30.94M), and Dohj LLC ($27.52M).Learn more on IWL's institutional investors.

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

Of the 121 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: Gilbert & Cook Inc. ($267.91K), Win Advisors Inc. ($235.52K), Proficio Capital Partners LLC ($234.88K), Wexford Capital LP ($165.15K), Cambridge Investment Research Advisors Inc. ($163.62K), McKinley Carter Wealth Services Inc. ($115.23K), and Tompkins Financial Corp ($104.22K).

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

Institutional investors have bought a total of 3,070,435 shares in the last 24 months. This purchase volume represents approximately $339.65M in transactions.

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

Of the 79 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 ($223.23K), McKinley Carter Wealth Services Inc. ($108.64K), HighTower Advisors LLC ($102.68K), 9258 Wealth Management LLC ($95.62K), Gilbert & Cook Inc. ($83.33K), First Citizens Bank & Trust Co. ($70.20K), and SageView Advisory Group LLC ($69.71K).

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

Institutional investors have sold a total of 1,430,068 shares in the last 24 months. This volume of shares sold represents approximately $158.08M in transactions.


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This page (NYSEARCA:IWL) was last updated on 11/21/2024 by MarketBeat.com Staff
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