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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$148.75 +1.17 (+0.79%)
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$195.13M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$75.07M
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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
1/21/2025Andina Capital Management LLC6,193$896K0.7%N/A0.057%
1/21/2025First Citizens Bank & Trust Co.60,086$8.70M0.1%-26.6%0.556%
1/21/2025Flagship Harbor Advisors LLC4,474$647K0.0%+5.4%0.041%
1/21/2025Geneos Wealth Management Inc.1,906$276K0.0%-6.6%0.018%
1/21/2025Atlas Private Wealth Advisors1,400$203K0.0%N/A0.013%
1/17/2025 Avior Wealth Management LLC9,958$1.44M0.1%-6.9%0.092%
1/17/2025 Nisa Investment Advisors LLC10,000$1.45M0.0%N/A0.093%
1/16/2025 Wooster Corthell Wealth Management Inc.5,921$857K0.2%-5.2%0.055%
1/16/2025 Kelly Financial Services LLC9,051$1.31M0.4%-5.6%0.084%
1/15/2025 GenWealth Group Inc.2,962$429K0.1%-28.4%0.027%
1/15/2025 Mason & Associates LLC21,260$3.08M0.9%-2.8%0.197%
1/15/2025 Merit Financial Group LLC62,051$8.98M0.2%N/A0.575%
1/15/2025 First Pacific Financial2,554$370K0.1%-4.3%0.024%
1/14/2025 Foresight Capital Management Advisors Inc.4,449$644K0.4%-9.2%0.041%
1/13/2025 Noble Family Wealth LLC27,057$3.94M1.1%-0.6%0.251%
12/26/2024JPMorgan Chase & Co.178,416$25.06M0.0%-0.9%1.652%
11/27/2024Franklin Resources Inc.375$54K0.0%N/A0.003%
11/25/2024Sanctuary Advisors LLC2,731$398K0.0%+2.7%0.025%
11/20/2024SOA Wealth Advisors LLC.10,768$1.51M0.3%+9.8%0.100%
11/18/2024Asset Allocation Strategies LLC18,644$2.62M0.7%-26.6%0.173%
11/15/2024Glass Jacobson Investment Advisors llc856$120K0.0%-14.5%0.008%
11/15/2024MML Investors Services LLC13,014$1.83M0.0%+1.0%0.121%
11/15/2024Jane Street Group LLC7,854$1.10M0.0%N/A0.073%
11/15/2024Stifel Financial Corp9,893$1.39M0.0%+13.8%0.092%
11/15/2024SageView Advisory Group LLC89,404$12.56M0.6%-10.5%0.828%
11/15/2024Integrated Wealth Concepts LLC11,921$1.67M0.0%-8.8%0.110%
11/15/2024HighTower Advisors LLC61,601$8.65M0.0%-3.7%0.570%
11/14/2024Captrust Financial Advisors2,430$341K0.0%+9.1%0.023%
11/14/2024CreativeOne Wealth LLC11,502$1.62M0.1%N/A0.107%
11/13/2024BNP Paribas Financial Markets39,300$5.52M0.0%N/A0.364%
11/13/2024FMR LLC7,341$1.03M0.0%+2.4%0.068%
11/13/2024Truvestments Capital LLC369$52K0.0%N/A0.003%
11/13/2024Brown Brothers Harriman & Co.2,181$306K0.0%N/A0.020%
11/12/2024Centaurus Financial Inc.2,171$305K0.0%+13.6%0.020%
11/12/2024Optivise Advisory Services LLC11,352$1.59M0.8%N/A0.105%
11/12/2024Great Valley Advisor Group Inc.23,876$3.35M0.1%+3.1%0.221%
11/12/2024Investors Research Corp615$86K0.0%+126.9%0.006%
11/8/2024 Avior Wealth Management LLC10,697$1.50M0.1%-11.0%0.099%
11/7/2024Gilbert & Cook Inc.507,200$71.23M9.8%+5.1%4.696%
11/6/2024Nicollet Investment Management Inc.46,817$6.58M2.3%+2.7%0.433%
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11/6/2024Huntington National Bank6,425$902K0.0%-5.8%0.059%
11/5/2024GSA Capital Partners LLP2,439$343K0.0%-36.8%0.023%
11/5/2024Harbour 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%
11/1/2024Resolute Advisors LLC2,238$314K0.1%N/A0.021%
11/1/2024Pegasus Partners Ltd.220,310$30.94M2.9%+1.2%2.040%
10/31/2024Cozad Asset Management Inc.5,865$824K0.1%+6.8%0.054%
10/31/2024Dechtman Wealth Management LLC85,788$12.05M2.5%-4.3%0.794%
10/30/2024United Advisor Group LLC2,025$284K0.1%N/A0.019%
10/30/2024WFA Asset Management Corp90,048$12.65M6.9%-1.8%0.834%
10/29/2024Centennial Bank AR456$64K0.0%N/A0.004%
10/29/2024Farther Finance Advisors LLC251$35K0.0%N/A0.002%
10/28/2024Creative Financial Designs Inc. ADV24,301$3.41M0.3%-70.2%0.225%
10/25/2024Valmark Advisers Inc.16,566$2.33M0.0%-7.1%0.153%
10/24/2024Patriot Financial Group Insurance Agency LLC6,891$968K0.1%-9.0%0.064%
10/24/2024ShoreHaven Wealth Partners LLC38,597$5.42M2.6%-10.5%0.357%
10/24/2024Manchester Financial Inc.15,108$2.12M0.5%N/A0.140%
10/24/2024 Wealth Enhancement Advisory Services LLC23,187$3.26M0.0%+640.8%0.215%
10/23/2024Silver Oak Securities Incorporated12,795$1.79M0.2%+1.9%0.118%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV91,652$12.87M2.9%-7.4%0.849%
10/23/2024Jackson Wealth Management LLC3,032$426K0.1%N/A0.028%
10/22/2024Private 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%
10/21/2024Toth 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%
10/16/2024Orin Green Financial LLC4,917$691K0.3%+1.7%0.046%
10/16/2024McKinley 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%
10/11/2024Creative 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%
9/23/2024Centaurus Financial Inc.1,911$256K0.0%+18.3%0.018%
9/5/2024Sanctuary Advisors LLC2,659$329K0.0%N/A0.025%
8/22/2024Cetera Investment Advisers31,052$4.16M0.0%+74.9%0.288%
8/16/2024Northwestern Mutual Wealth Management Co.14,666$1.97M0.0%+36.5%0.136%
8/16/2024Elevation Capital Advisory LLC42,880$5.74M2.6%N/A0.397%
8/16/2024Creative Planning10,740$1.44M0.0%+2.8%0.099%
8/9/2024Renaissance Technologies LLC25,800$3.46M0.0%+54.5%0.239%
8/8/2024Envestnet Asset Management Inc.41,549$5.57M0.0%+147.4%0.385%
8/8/2024Thoroughbred Financial Services LLC35,563$4.76M0.3%+86.2%0.329%
8/8/2024Nicollet Investment Management Inc.45,574$6.11M2.3%+0.2%0.422%
8/8/2024LPL Financial LLC294,363$39.43M0.0%-12.1%2.726%
8/6/2024Cahaba Wealth Management Inc.6,284$842K0.1%-13.9%0.058%
8/5/2024Synergy Asset Management LLC16,232$2.17M0.3%N/A0.150%
8/3/2024KM Capital Management Ltd.102,699$13.76M7.1%-2.7%0.951%
8/3/20249258 Wealth Management LLC26,008$3.48M0.5%-11.5%0.241%
8/2/2024Cozad Asset Management Inc.5,494$736K0.1%-9.8%0.051%
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8/1/2024Gilbert & Cook Inc.482,777$64.67M9.5%-11.2%4.470%
8/1/2024Valmark Advisers Inc.17,839$2.39M0.0%-1.1%0.165%
7/31/2024Strategic Equity Management61,644$8.26M5.4%-13.5%0.571%
7/31/2024Asset 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%
7/29/2024Dechtman Wealth Management LLC89,652$12.01M2.7%-2.6%0.830%
7/27/2024Zimmermann Investment Management & Planning LLC20,195$2.71M0.9%+1.6%0.187%
7/26/2024K.J. Harrison & Partners Inc1,871$251K0.0%N/A0.017%
7/26/2024Cambridge Investment Research Advisors Inc.157,841$21.14M0.1%+22.1%1.461%
7/26/2024Proficio Capital Partners LLC234,876$31.46M3.3%N/A2.175%
(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, 147 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 124 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 3,139,564 shares in the last 24 months. This purchase volume represents approximately $350.29M in transactions.

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

Of the 80 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), First Citizens Bank & Trust Co. ($91.97K), Gilbert & Cook Inc. ($83.33K), 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 1,440,290 shares in the last 24 months. This volume of shares sold represents approximately $160.51M in transactions.


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This page (NYSEARCA:IWL) was last updated on 1/21/2025 by MarketBeat.com Staff
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