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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$129.33 -3.08 (-2.33%)
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)
114
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$157.78M
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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
4/15/2025McKinley Carter Wealth Services Inc.215,150$29.56M1.8%-41.1%1.921%
4/15/2025Strategic Equity Management53,278$7.32M3.1%-4.3%0.476%
4/14/2025 WFA Asset Management Corp93,818$11.93M7.0%+10.3%0.838%
4/14/2025 First Citizens Bank & Trust Co.61,679$8.48M0.1%+2.7%0.551%
4/14/2025 SOA Wealth Advisors LLC.17,045$2.34M0.3%+1.3%0.152%
4/14/2025 Patriot Financial Group Insurance Agency LLC5,824$800K0.1%-15.1%0.052%
4/14/2025 UMB Bank n.a.640$88K0.0%-15.7%0.006%
4/11/2025 Mason & Associates LLC19,053$2.62M0.8%-10.4%0.170%
4/9/2025 Merit Financial Group LLC73,999$10.17M0.2%+19.3%0.661%
4/9/2025 NBC Securities Inc.191$26K0.0%N/A0.002%
4/8/2025 Investors Research Corp1,481$204K0.0%+59.4%0.013%
4/7/2025 Tompkins Financial Corp576,636$79.24M7.6%-42.4%5.149%
4/7/2025 AdvisorNet Financial Inc542$74K0.0%+80.7%0.005%
3/17/2025Wealth Enhancement Advisory Services LLC23,006$3.33M0.0%-0.8%0.203%
3/12/2025Centaurus Financial Inc.2,457$356K0.0%+13.2%0.022%
2/25/2025Heck Capital Advisors LLC29,359$4.25M0.3%N/A0.256%
2/25/2025Armis Advisers LLC10,948$1.58M0.2%N/A0.096%
2/24/2025Great Valley Advisor Group Inc.23,796$3.44M0.1%-0.3%0.208%
2/21/2025Prescott Group Capital Management L.L.C.40,795$5.90M0.8%N/A0.356%
2/20/2025Michels Family Financial LLC2,435$352K0.3%N/A0.021%
2/19/2025Richmond Investment Services LLC174,323$25.23M14.2%N/A1.522%
2/17/2025Waverly Advisors LLC23,798$3.44M0.1%N/A0.220%
2/17/2025Two Sigma Investments LP42,200$6.11M0.0%N/A0.391%
2/17/2025Royal Bank of Canada134,460$19.46M0.0%+22.6%1.245%
2/17/2025Focus Partners Wealth4,036$584K0.0%N/A0.037%
2/17/2025Cresset Asset Management LLC15,237$2.21M0.0%-69.2%0.141%
2/17/2025Cetera Investment Advisers41,045$5.94M0.0%+18.8%0.380%
2/17/2025BOKF NA2,330$335K0.0%N/A0.022%
2/17/2025Captrust Financial Advisors1,801$261K0.0%-25.9%0.017%
2/17/2025Citadel Advisors LLC11,232$1.63M0.0%+136.5%0.104%
2/17/2025Bank of America Corp DE578,252$83.68M0.0%+40.2%5.354%
2/17/2025BNP Paribas Financial Markets111,500$16.14M0.0%+183.7%1.032%
2/17/2025Ameriprise Financial Inc.368,365$53.31M0.0%+3.1%3.411%
2/14/2025Mercer Global Advisors Inc. ADV5,627$814K0.0%-11.1%0.052%
2/14/2025Jane Street Group LLC9,718$1.41M0.0%+23.7%0.090%
2/14/2025Lido Advisors LLC257,324$37.24M0.2%N/A2.383%
2/14/2025Capital Analysts LLC18,731$2.71M0.1%+1.8%0.173%
2/14/2025Voya Investment Management LLC10,955$1.59M0.0%-85.8%0.101%
2/14/2025Integrated Wealth Concepts LLC8,853$1.28M0.0%-25.7%0.082%
2/14/2025Susquehanna International Group LLP31,932$4.62M0.0%+277.7%0.296%
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2/14/2025Stifel Financial Corp9,436$1.37M0.0%-4.6%0.087%
2/14/2025Tower Research Capital LLC TRC 766$111K0.0%+60.3%0.007%
2/14/2025MML Investors Services LLC13,312$1.93M0.0%+2.3%0.123%
2/14/2025GeoWealth Management LLC61,215$8.86M0.3%+8,343.4%0.567%
2/13/2025CreativeOne Wealth LLC12,695$1.84M0.1%+10.4%0.118%
2/13/2025Cahaba Wealth Management Inc.5,837$845K0.1%-7.1%0.054%
2/13/2025SageView Advisory Group LLC84,774$12.27M0.5%-5.2%0.785%
2/13/2025Raymond James Financial Inc.10,369$1.50M0.0%N/A0.096%
2/13/2025Renaissance Technologies LLC14,300$2.07M0.0%-10.6%0.132%
2/13/2025Forum Private Client Group LLC4,523$655K0.3%+8.4%0.042%
2/13/2025Envestnet Asset Management Inc.53,064$7.68M0.0%+13.4%0.491%
2/13/2025Wells Fargo & Company MN51,201$7.41M0.0%+64.5%0.474%
2/12/2025Thoroughbred Financial Services LLC28,144$4.07M0.2%+10.9%0.261%
2/12/2025National Wealth Management Group LLC1,850$268K0.2%N/A0.017%
2/12/2025Nicollet Investment Management Inc.47,530$6.88M2.4%+1.5%0.440%
2/12/2025National Bank of Canada FI10,000$1.45M0.0%N/A0.093%
2/12/2025Frazier Financial Advisors LLC351$51K0.0%N/A0.003%
2/12/2025JPMorgan Chase & Co.175,299$25.37M0.0%-1.7%1.623%
2/12/2025Dechtman Wealth Management LLC24,483$3.54M0.7%-71.5%0.227%
2/12/2025PKS Advisory Services LLC5,179$749K0.2%N/A0.048%
2/11/2025LPL Financial LLC306,260$44.32M0.0%+0.4%2.836%
2/11/2025Oxford Financial Group LTD. LLC30,552$4.42M0.3%+436.3%0.283%
2/11/2025FreeGulliver LLC200,345$28.99M13.8%+30.4%1.855%
2/10/2025Cozad Asset Management Inc.6,676$966K0.1%+13.8%0.062%
2/10/2025Creative Financial Designs Inc. ADV25,751$3.73M0.3%+6.0%0.238%
2/10/2025Corient Private Wealth LLC2,415$349K0.0%-41.4%0.022%
2/10/2025Envestnet Portfolio Solutions Inc.60,086$8.70M0.0%-26.6%0.556%
2/10/2025First National Trust Co1,411$204K0.0%N/A0.013%
2/10/2025Commonwealth Equity Services LLC53,222$7.70M0.0%+7.8%0.493%
2/10/2025Avantax Advisory Services Inc.4,800$695K0.0%+16.8%0.044%
2/7/2025HighTower Advisors LLC59,698$8.64M0.0%-3.1%0.553%
2/7/2025Wealthfront Advisers LLC53,554$7.75M0.0%+177.5%0.496%
2/7/2025Grant 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%
2/7/2025Efficient Advisors LLC4,408$638K0.0%-6.5%0.041%
2/7/2025Kendall Capital Management2,353$341K0.1%N/A0.022%
2/7/2025Strategic Equity Management55,695$8.06M3.4%-5.2%0.516%
2/7/2025Prescott Group Capital Management L.L.C.5,903,444$854.29M53.6%N/A54.662%
2/7/2025Elevation Capital Advisory LLC46,629$6.75M2.9%N/A0.432%
2/6/2025Raymond James Financial Inc.10,369$1.50M0.0%N/A0.096%
2/6/2025Jones Financial Companies Lllp275$40K0.0%N/A0.003%
2/5/2025Veridan Wealth LLC31,420$4.64M2.2%N/A0.291%
2/4/2025KM Capital Management Ltd.102,835$14.88M7.7%+1.1%0.952%
2/3/2025Capital 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%
2/3/2025Private Advisor Group LLC7,919$1.15M0.0%-5.1%0.073%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,555$2.83M0.1%N/A0.181%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV93,623$13.55M2.9%+2.2%0.867%
1/31/2025Sanctuary Advisors LLC2,885$432K0.0%+5.6%0.027%
1/31/2025J.W. Cole Advisors Inc.1,410$204K0.0%N/A0.013%
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1/30/2025Valmark Advisers Inc.41,614$6.02M0.1%+151.2%0.385%
1/30/2025Principal Securities Inc.6,189$896K0.0%+9.3%0.057%
1/30/2025Manchester Financial Inc.27,331$3.96M0.9%+80.9%0.253%
1/30/2025ShoreHaven Wealth Partners LLC38,528$5.58M2.6%-0.2%0.357%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors19,555$2.83M0.1%N/A0.181%
1/29/2025Comprehensive Financial Planning Inc. PA659$95K0.1%N/A0.006%
1/28/2025Reliant Wealth Planning183,022$26.49M12.4%N/A1.695%
1/28/2025Newbridge 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%
1/27/2025Jackson Wealth Management LLC2,789$404K0.0%-8.0%0.026%
(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, 180 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were Bank of America Corp DE ($83.68M), Tompkins Financial Corp ($79.24M), Gilbert & Cook Inc. ($72.93M), Ameriprise Financial Inc. ($53.31M), LPL Financial LLC ($44.32M), Lido Advisors LLC ($37.24M), and Proficio Capital Partners LLC ($31.46M).Learn more on IWL's institutional investors.

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

Of the 147 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 9,790,366 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

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

Of the 88 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: Tompkins Financial Corp ($424.75K), McKinley Carter Wealth Services Inc. ($270.81K), Strategic Equity Management ($220.50K), HighTower Advisors LLC ($99.05K), 9258 Wealth Management LLC ($95.62K), First Citizens Bank & Trust Co. ($91.97K), and Gilbert & Cook Inc. ($86.55K).

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

Institutional investors have sold a total of 2,127,260 shares in the last 24 months. This volume of shares sold represents approximately $262.33M in transactions.



This page (NYSEARCA:IWL) was last updated on 4/16/2025 by MarketBeat.com Staff
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