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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$83.11 -0.60 (-0.72%)
Closing price 01/31/2025 04:10 PM Eastern
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$83.12 +0.00 (+0.01%)
As of 01/31/2025 05:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Value ETF (NYSEARCA:IWX)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$452.90M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$158.94M
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IWX Institutional Buying and Selling by Quarter

iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Truist Financial Corp217,969$17.23M0.0%-1.2%0.756%
1/31/2025Sanctuary Advisors LLC130,841$10.95M0.1%+26.2%0.454%
1/30/2025 Csenge Advisory Group55,434$4.38M0.2%-10.2%0.192%
1/30/2025 Lord & Richards Wealth Management LLC9,862$779K1.6%N/A0.034%
1/30/2025 Life Planning Partners Inc30,427$2.41M0.0%N/A0.105%
1/29/2025 Howard Bailey Securities LLC158,914$12.56M4.7%+4.8%0.551%
1/29/2025 JSF Financial LLC11,653$921K0.2%N/A0.040%
1/29/2025 Pineridge Advisors LLC4,204$332K0.1%-11.6%0.015%
1/29/2025 Global Wealth Management Investment Advisory Inc.26,270$2.08M0.4%-1.3%0.091%
1/28/2025 Kestra Private Wealth Services LLC148,992$11.78M0.2%+2.2%0.516%
1/28/2025 SOA Wealth Advisors LLC.39,049$3.09M0.6%-5.9%0.135%
1/28/2025 SMART Wealth LLC6,491$513K0.2%+46.7%0.022%
1/28/2025 Leo Wealth LLC4,499$356K0.0%+12.8%0.016%
1/27/2025 Country Club Bank20,793$1.64M0.1%-1.3%0.072%
1/24/2025 Vantage Point Financial LLC4,689$371K0.2%N/A0.016%
1/24/2025 Horst & Graben Wealth Management LLC127,913$10.11M1.8%+1.8%0.443%
1/23/2025 Alta Wealth Advisors LLC2,996$237K0.1%N/A0.010%
1/23/2025 Arcadia Wealth Management LLC16,551$1.31M0.7%-4.7%0.057%
1/23/2025 Strategic Blueprint LLC13,998$1.11M0.1%+2.9%0.049%
1/23/2025 McKinley Carter Wealth Services Inc.13,188$1.04M0.1%-3.7%0.046%
1/22/2025 Foundations Investment Advisors LLC20,851$1.65M0.0%-10.8%0.072%
1/21/2025 First Citizens Bank & Trust Co.5,770,716$456.06M7.1%-8.6%20.002%
1/21/2025 B.O.S.S. Retirement Advisors LLC75,746$5.99M1.7%+875.6%0.263%
1/21/2025 CFS Investment Advisory Services LLC20,520$1.62M0.1%+25.1%0.071%
1/21/2025 Linden Thomas Advisory Services LLC7,518$594K0.1%N/A0.026%
1/21/2025 Fifth Third Bancorp9,921$784K0.0%+23.0%0.034%
1/21/2025 Sound Income Strategies LLC1,889$149K0.0%-6.2%0.007%
1/17/2025 Beaumont Financial Advisors LLC3,542$280K0.0%-34.9%0.012%
1/16/2025 Harbor Investment Advisory LLC50,179$3.97M0.3%-0.9%0.174%
1/15/2025 Mason & Associates LLC2,548$201K0.1%-30.4%0.009%
1/15/2025 Decker Retirement Planning Inc.7,763$614K0.4%N/A0.027%
1/14/2025 Richard P Slaughter Associates Inc91,892$7.26M1.6%N/A0.319%
1/14/2025 Clarus Wealth Advisors6,360$504K0.3%-2.6%0.022%
1/14/2025 Affinity Capital Advisors LLC3,314$264K0.0%+6.1%0.011%
1/14/2025 Signal Advisors Wealth LLC13,353$1.06M0.1%+12.5%0.046%
1/13/2025 Compton Wealth Advisory Group LLC247,238$19.54M5.0%+3.1%0.857%
1/7/2025 Diversified Trust Co3,141$248K0.0%N/A0.011%
12/26/2024JPMorgan Chase & Co.192,582$15.65M0.0%+9.0%0.668%
12/16/2024 SMART Wealth LLC4,426$360K0.1%N/A0.015%
12/13/2024B. Riley Wealth Advisors Inc.68,762$5.56M0.2%N/A0.238%
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11/25/2024Synovus Financial Corp9,798$796K0.0%+4.2%0.034%
11/25/2024World Investment Advisors LLC4,291$349K0.0%N/A0.015%
11/25/2024Sanctuary Advisors LLC103,638$8.73M0.1%-5.3%0.359%
11/20/2024 SOA Wealth Advisors LLC.41,500$3.37M0.6%-7.4%0.144%
11/18/2024Virtue Capital Management LLC4,360$354K0.1%N/A0.015%
11/15/2024Brophy Wealth Management LLC3,046$248K0.1%N/A0.011%
11/15/2024MML Investors Services LLC192,556$15.65M0.1%+220.3%0.667%
11/15/2024Orion Portfolio Solutions LLC785,458$63.83M1.4%N/A2.723%
11/15/2024World Investment Advisors LLC290,614$23.62M0.1%N/A1.007%
11/15/2024Integrated Wealth Concepts LLC41,969$3.41M0.0%+0.9%0.145%
11/15/2024HighTower Advisors LLC73,013$5.94M0.0%+333.8%0.253%
11/14/2024Captrust Financial Advisors5,599$455K0.0%+7.2%0.019%
11/14/2024CreativeOne Wealth LLC5,577$453K0.0%N/A0.019%
11/13/2024BNP Paribas Financial Markets50,000$4.06M0.0%+1,249,900.0%0.173%
11/13/2024FMR LLC10,575$859K0.0%+14.2%0.037%
11/13/2024Pacific Financial Group Inc.3,406$277K0.2%-8.2%0.012%
11/12/2024Great Valley Advisor Group Inc.4,477$364K0.0%N/A0.016%
11/12/2024Meridian Wealth Management LLC3,952$321K0.0%N/A0.014%
11/12/2024 CFS Investment Advisory Services LLC16,397$1.33M0.1%+7.9%0.057%
11/12/2024Concorde Asset Management LLC3,807$309K0.2%N/A0.013%
11/8/2024PNC Financial Services Group Inc.14,785$1.20M0.0%-1.9%0.051%
11/7/2024GLOBALT Investments LLC GA69,789$5.67M0.2%-2.8%0.242%
11/7/2024Peterson Financial Group Inc.17,565$1.43M5.5%-8.4%0.061%
11/6/2024OneDigital Investment Advisors LLC5,855$476K0.0%+4.5%0.020%
11/6/2024Oppenheimer & Co. Inc.36,653$2.98M0.0%+1.0%0.127%
11/4/2024Colonial River Investments LLC20,199$1.64M0.8%N/A0.070%
11/4/2024Axxcess Wealth Management LLC20,114$1.64M0.0%N/A0.070%
11/4/2024Sigma Planning Corp3,856$313K0.0%N/A0.013%
11/1/2024Atria Investments Inc7,916$643K0.0%N/A0.027%
11/1/2024Pegasus Partners Ltd.859,955$69.89M6.5%+11.5%2.981%
10/30/2024 Centennial Wealth Advisory LLC80,757$6.56M2.6%N/A0.280%
10/30/2024First Citizens Asset Management Inc.526,187$42.76M15.2%-2.5%1.824%
10/30/2024 Global Wealth Management Investment Advisory Inc.26,607$2.16M0.5%-1.5%0.092%
10/30/2024QRG Capital Management Inc.2,511$204K0.0%N/A0.009%
10/28/2024 Principal Securities Inc.346,962$28.20M0.7%N/A1.203%
10/28/2024US Bancorp DE8,154$663K0.0%+820.3%0.028%
10/25/2024Fidelis Capital Partners LLC11,278$926K0.1%N/A0.039%
10/24/2024 FSA Advisors Inc.3,901$292K0.3%+14.1%0.014%
10/23/2024 Country Club Bank21,058$1.71M0.1%-2.7%0.073%
10/22/2024 International Assets Investment Management LLC48,031$3.90M0.0%+7,111.9%0.166%
10/22/2024Private Advisor Group LLC19,351$1.57M0.0%N/A0.067%
10/22/2024 Leo Wealth LLC3,987$324K0.0%-17.1%0.014%
10/21/2024 Foundations Investment Advisors LLC23,371$1.90M0.0%+36.2%0.081%
10/21/2024 Horst & Graben Wealth Management LLC125,626$10.21M1.8%-19.5%0.435%
10/19/2024 New Century Financial Group LLC12,657$1.03M0.4%N/A0.044%
10/18/2024Raymond James & Associates63,767$5.18M0.0%-0.5%0.221%
10/18/2024 First Citizens Bank & Trust Co.6,314,185$513.15M7.8%-5.1%21.886%
10/16/2024 One Wealth Advisors LLC5,394$438K0.1%-3.4%0.019%
10/16/2024 B.O.S.S. Retirement Advisors LLC7,764$631K0.1%+98.9%0.027%
10/16/2024 McKinley Carter Wealth Services Inc.13,697$1.11M0.1%-4.5%0.047%
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10/10/2024Concourse Financial Group Securities Inc.433$35K0.0%+56.3%0.002%
10/10/2024 Compton Wealth Advisory Group LLC239,920$19.50M4.9%-4.8%0.832%
10/10/2024 Lion Street Advisors LLC3,568$290K0.1%N/A0.012%
10/10/2024Simplicity Wealth LLC97,649$7.94M0.7%-2.3%0.338%
10/9/2024 Kelly Financial Services LLC22,436$1.82M0.7%N/A0.078%
10/9/2024 Clarus Wealth Advisors6,532$528K0.3%-2.7%0.023%
10/8/2024 Atomi Financial Group Inc.7,863$639K0.0%N/A0.027%
10/8/2024 Affinity Capital Advisors LLC3,122$254K0.0%-5.5%0.011%
10/3/2024 Park Avenue Securities LLC42,950$3.49M0.0%N/A0.149%
9/5/2024Sanctuary Advisors LLC109,396$8.11M0.1%N/A0.379%
(Data available from 1/1/2016 forward)

IWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWX shares?

During the previous two years, 161 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($773.16M), TIAA FSB ($547.66M), Envestnet Portfolio Solutions Inc. ($530.53M), Envestnet Asset Management Inc. ($495.14M), First Citizens Bank & Trust Co. ($456.06M), AE Wealth Management LLC ($71.27M), and Pegasus Partners Ltd. ($69.89M).Learn more on IWX's institutional investors.

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

Of the 137 institutional investors that purchased iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($10.41M), Envestnet Portfolio Solutions Inc. ($7.72M), Envestnet Asset Management Inc. ($2.92M), First Citizens Bank & Trust Co. ($1.58M), Orion Portfolio Solutions LLC ($785.46K), TIAA FSB ($756.97K), and First Citizens Asset Management Inc. ($585.03K).

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

Institutional investors have bought a total of 29,488,679 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

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

Of the 79 institutional investors that sold iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($2.01M), Envestnet Portfolio Solutions Inc. ($625.63K), Mason & Associates Inc ($365.98K), Envestnet Asset Management Inc. ($325.28K), Strategic Equity Management ($134.23K), Horst & Graben Wealth Management LLC ($127.33K), and Truist Financial Corp ($108.22K).

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

Institutional investors have sold a total of 4,419,359 shares in the last 24 months. This volume of shares sold represents approximately $314.95M in transactions.


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This page (NYSEARCA:IWX) was last updated on 2/1/2025 by MarketBeat.com Staff
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