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iShares Russell Top 200 ETF (IWL) Institutional Ownership

iShares Russell Top 200 ETF logo
$140.10
+0.78 (+0.56%)
(As of 11/1/2024 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)
75
Total
Institutional Inflows
(last 12 months)
$190.19M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$83.36M
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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
11/1/2024Tompkins 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%
10/31/2024 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 AR 456$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%
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%
9/23/2024Centaurus 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%
8/16/2024 Creative 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%
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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%
8/5/2024 Synergy 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%
8/2/2024 Cozad Asset Management Inc.5,494$736K0.1%-9.8%0.051%
8/1/2024Gilbert & 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%
7/31/2024Strategic 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%
7/29/2024 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%
7/26/2024Proficio 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%
7/23/2024GYL 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%
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%
7/16/2024Great 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%
7/16/2024Noble 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%
5/24/2024Cetera Advisors LLC5,680$722K0.0%N/A0.053%
5/24/2024Cetera Investment Advisers17,751$2.26M0.0%+44.3%0.164%
5/16/2024California State Teachers Retirement System690$88K0.0%N/A0.006%
5/14/2024CreativeOne Wealth LLC5,496$699K0.0%N/A0.051%
5/9/2024Kingsview Wealth Management LLC20,434$2.60M0.1%N/A0.196%
5/8/2024Thoroughbred Financial Services LLC19,102$2.43M0.2%-3.4%0.184%
5/6/2024 Envestnet Portfolio Solutions Inc.101,931$12.96M0.0%+6.7%0.980%
5/4/20249258 Wealth Management LLC29,400$3.74M0.6%+2.4%0.283%
5/3/2024Nicollet Investment Management Inc.45,467$5.78M2.1%+6.7%0.437%
5/2/2024Gilbert & Cook Inc.543,443$69.08M9.4%-2.0%5.225%
5/2/2024 Lincoln National Corp26,841$3.41M0.1%-3.5%0.258%
5/1/2024Grant Street Asset Management Inc.19,645$2.50M0.8%-2.2%0.189%
4/30/2024 Private Advisor Group LLC8,810$1.12M0.0%+194.1%0.085%
4/30/2024 Wooster Corthell Wealth Management Inc.7,405$941K0.2%-7.3%0.071%
4/30/2024 Arkadios Wealth Advisors64,053$8.14M0.6%-2.6%0.616%
4/29/2024Commonwealth Equity Services LLC42,125$5.36M0.0%-2.6%0.405%
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4/26/2024 UMB Bank n.a.1,001$127K0.0%-27.3%0.010%
4/26/2024 McKinley Carter Wealth Services Inc.384,402$48.87M3.3%+5.9%3.696%
4/25/2024 Capital Investment Advisory Services LLC2,000$254K0.0%-16.7%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.129,254$16.43M0.1%+38.2%1.267%
4/24/2024Leavell Investment Management Inc.13,755$1.75M0.1%+2.6%0.135%
4/24/2024Newbridge Financial Services Group Inc.4,795$610K0.3%+44.4%0.047%
4/24/2024Pegasus Partners Ltd.204,016$25.94M2.7%+8.2%2.000%
4/24/2024 Dechtman Wealth Management LLC92,078$11.71M2.7%-1.0%0.903%
4/22/2024Cahaba Wealth Management Inc.7,295$927K0.1%-16.7%0.072%
4/19/2024 WFA Asset Management Corp93,818$11.93M6.2%+1.3%0.869%
(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, 138 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. ($64.67M), 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 114 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. ($243.49K), 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 Pegasus Partners Ltd. ($105.21K).

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

Institutional investors have bought a total of 3,100,019 shares in the last 24 months. This purchase volume represents approximately $336.45M 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: Envestnet Asset Management Inc. ($1.41M), Gilbert & Cook Inc. ($281.98K), Strategic Equity Management ($223.23K), McKinley Carter Wealth Services Inc. ($108.64K), HighTower Advisors LLC ($100.32K), 9258 Wealth Management LLC ($95.62K), and First Citizens Bank & Trust Co. ($70.20K).

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

Institutional investors have sold a total of 3,023,342 shares in the last 24 months. This volume of shares sold represents approximately $292.00M in transactions.


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This page (NYSEARCA:IWL) was last updated on 11/2/2024 by MarketBeat.com Staff
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