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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$79.09 +0.84 (+1.07%)
(As of 12/20/2024 05:16 PM ET)
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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)
90
Total
Institutional Inflows
(last 12 months)
$458.16M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$187.98M
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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
12/16/2024 SMART Wealth LLC4,426$360K0.1%N/A0.015%
12/13/2024 B. Riley Wealth Advisors Inc.68,762$5.56M0.2%N/A0.238%
11/25/2024 Synovus Financial Corp9,798$796K0.0%+4.2%0.034%
11/25/2024 World Investment Advisors LLC4,291$349K0.0%N/A0.015%
11/25/2024 Sanctuary 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%
11/18/2024 Virtue Capital Management LLC4,360$354K0.1%N/A0.015%
11/15/2024 Brophy Wealth Management LLC3,046$248K0.1%N/A0.011%
11/15/2024 MML Investors Services LLC192,556$15.65M0.1%+220.3%0.667%
11/15/2024 Orion Portfolio Solutions LLC785,458$63.83M1.4%N/A2.723%
11/15/2024 World Investment Advisors LLC290,614$23.62M0.1%N/A1.007%
11/15/2024 Integrated Wealth Concepts LLC41,969$3.41M0.0%+0.9%0.145%
11/15/2024 HighTower Advisors LLC73,013$5.94M0.0%+333.8%0.253%
11/14/2024 Captrust Financial Advisors5,599$455K0.0%+7.2%0.019%
11/14/2024 CreativeOne Wealth LLC5,577$453K0.0%N/A0.019%
11/13/2024 BNP Paribas Financial Markets50,000$4.06M0.0%+1,249,900.0%0.173%
11/13/2024 FMR LLC10,575$859K0.0%+14.2%0.037%
11/13/2024 Pacific Financial Group Inc.3,406$277K0.2%-8.2%0.012%
11/12/2024 Great Valley Advisor Group Inc.4,477$364K0.0%N/A0.016%
11/12/2024 Meridian 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%
11/12/2024 Concorde Asset Management LLC3,807$309K0.2%N/A0.013%
11/8/2024 PNC Financial Services Group Inc.14,785$1.20M0.0%-1.9%0.051%
11/7/2024 GLOBALT Investments LLC GA69,789$5.67M0.2%-2.8%0.242%
11/7/2024 Peterson Financial Group Inc.17,565$1.43M5.5%-8.4%0.061%
11/6/2024 OneDigital Investment Advisors LLC5,855$476K0.0%+4.5%0.020%
11/6/2024 Oppenheimer & Co. Inc.36,653$2.98M0.0%+1.0%0.127%
11/4/2024 Colonial River Investments LLC20,199$1.64M0.8%N/A0.070%
11/4/2024 Axxcess Wealth Management LLC20,114$1.64M0.0%N/A0.070%
11/4/2024 Sigma Planning Corp3,856$313K0.0%N/A0.013%
11/1/2024 Atria Investments Inc7,916$643K0.0%N/A0.027%
11/1/2024 Pegasus 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%
10/30/2024 First 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%
10/30/2024 QRG Capital Management Inc.2,511$204K0.0%N/A0.009%
10/28/2024 Principal Securities Inc.346,962$28.20M0.7%N/A1.203%
10/28/2024 US Bancorp DE8,154$663K0.0%+820.3%0.028%
10/25/2024 Fidelis Capital Partners LLC11,278$926K0.1%N/A0.039%
10/24/2024 FSA Advisors Inc.3,901$292K0.3%+14.1%0.014%
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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%
10/22/2024 Private 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%
10/19/2024New Century Financial Group LLC12,657$1.03M0.4%N/A0.044%
10/18/2024Raymond James & Associates63,767$5.18M0.0%-0.5%0.221%
10/18/2024First 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%
10/10/2024 Concourse 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%
10/10/2024 Simplicity 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%
9/5/2024 Sanctuary Advisors LLC109,396$8.11M0.1%N/A0.379%
8/22/2024 Cetera Investment Advisers66,925$5.01M0.0%-4.1%0.232%
8/21/2024 Truist Financial Corp414,252$30.99M0.0%-5.2%1.436%
8/16/2024 Northwestern Mutual Wealth Management Co.21,367$1.60M0.0%-9.6%0.074%
8/16/2024 NewEdge Advisors LLC160,634$12.02M0.1%+3.2%0.557%
8/16/2024 Susquehanna International Group LLP74,158$5.55M0.0%+20.5%0.257%
8/15/2024 AQR Capital Management LLC3,768$282K0.0%N/A0.013%
8/15/2024 Affinity Capital Advisors LLC3,302$247K0.1%+20.7%0.011%
8/14/2024 1832 Asset Management L.P.5,353$401K0.0%+131.9%0.019%
8/13/2024 AE Wealth Management LLC952,600$71.27M0.7%+4.2%3.302%
8/9/2024 Renaissance Technologies LLC8,500$636K0.0%-55.7%0.029%
8/9/2024 Spectrum Wealth Counsel LLC848$63K0.0%N/A0.003%
8/8/2024 Oppenheimer & Co. Inc.36,284$2.72M0.0%+2.9%0.126%
8/7/2024 Kingdom Financial Group LLC.168,688$12.62M8.5%+10.0%0.585%
8/6/2024 Ausdal Financial Partners Inc.21,586$1.62M0.2%-6.6%0.075%
8/6/2024SVB Wealth LLC579,194$43.34M1.1%+20.2%2.008%
8/6/2024 Lloyd Advisory Services LLC.8,741$654K0.3%N/A0.030%
8/3/2024 9258 Wealth Management LLC194,937$14.59M2.2%-6.2%0.676%
8/2/2024 Foundations Investment Advisors LLC17,156$1.28M0.0%-27.0%0.059%
8/1/2024 TIAA Trust National Association10,333,642$773.16M2.4%+9.1%35.819%
8/1/2024 Family Asset Management LLC871$65K0.0%N/A0.003%
7/31/2024Commonwealth Equity Services LLC222,284$16.63M0.0%+1.7%0.770%
7/30/2024 Bryn Mawr Capital Management LLC138,582$10.38M0.6%+11.9%0.480%
7/30/2024 International Assets Investment Management LLC666$50K0.0%N/A0.002%
7/30/2024 Signaturefd LLC366$27K0.0%N/A0.001%
7/23/2024 Horst & Graben Wealth Management LLC156,008$11.67M2.2%-6.7%0.541%
7/22/2024 Oak Harvest Investment Services4,657$348K0.1%-4.3%0.016%
7/20/2024First Citizens Bank & Trust Co.6,651,811$497.69M7.9%0.0%23.057%
7/20/2024 First Horizon Advisors Inc.2,113$158K0.0%-19.5%0.007%
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7/19/2024Raymond James & Associates64,100$4.80M0.0%+5.5%0.222%
7/18/2024 Triad Wealth Partners LLC501$37K0.0%N/A0.002%
7/17/2024 SOA Wealth Advisors LLC.44,834$3.36M0.7%-20.2%0.155%
7/17/2024 Country Club Bank21,653$1.62M0.1%+43.5%0.075%
7/16/2024 Envestnet Portfolio Solutions Inc.7,090,687$530.53M1.9%-0.1%24.578%
7/16/2024 Mason & Associates LLC3,662$274K0.1%N/A0.013%
7/12/2024 Compton Wealth Advisory Group LLC252,047$18.86M5.0%+0.4%0.874%
7/11/2024 Clarus Wealth Advisors6,710$507K0.3%-8.8%0.023%
7/11/2024 WBH Advisory Inc.4,604$344K0.0%-6.1%0.016%
7/10/2024 Simplicity Wealth LLC99,953$7.48M0.2%-44.8%0.346%
(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, 154 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), First Citizens Bank & Trust Co. ($513.15M), Envestnet Asset Management Inc. ($495.14M), 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 131 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 29,237,773 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 78 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. ($1.76M), Envestnet Portfolio Solutions Inc. ($625.63K), Mason & Associates Inc ($374.28K), Envestnet Asset Management Inc. ($325.28K), TIAA FSB ($200.90K), AE Wealth Management LLC ($173.11K), and Horst & Graben Wealth Management LLC ($135.13K).

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

Institutional investors have sold a total of 4,445,650 shares in the last 24 months. This volume of shares sold represents approximately $308.73M in transactions.


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This page (NYSEARCA:IWX) was last updated on 12/22/2024 by MarketBeat.com Staff
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