iShares Russell Top 200 ETFIWLETF

13F holders, Q2 2026 (June 30)
235holders +8
25new positions
17sold out
2famous investors
$179.51avg. 13F price*

At the end of Q2 2026, 235 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 8 from Q1 2026. 25 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($125.1M), Gilbert & Cook, Inc. ($94.0M) and Tompkins Financial Corp. ($92.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
iShares Russell Top 200 ETF
CUSIP
464289446
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 144Q1 2024Q2 2024: 159Q2 2024Q3 2024: 160Q3 2024Q4 2024: 187Q4 2024Q1 2025: 189Q1 2025Q2 2025: 200Q2 2025Q3 2025: 203Q3 2025Q4 2025: 221Q4 2025Q1 2026: 227Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$19.9M
Exits17$17.3M

All 13F filers, Q1 2026 → Q2 2026: 1,041,484 shares bought and 638,873 shares sold, net +402,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Morgan Stanley 0.01% Reduce -3.4% 676,332 $125.1M
Gilbert & Cook, Inc. 10.82% Reduce -1.5% 508,409 $94.0M
Tompkins Financial Corp. 6.49% Add +0.5% 501,427 $92.7M
Bank of America Corp. 0.01% Reduce -21.1% 500,046 $92.5M
Commerce Bank 0.35% Add +23.3% 435,916 $80.6M
Lido Advisors, LLC 0.27% Add +10.0% 408,608 $75.6M
Ameriprise Financial Inc. 0.01% Add +12.0% 396,002 $73.2M
LPL Financial LLC 0.01% Reduce -4.8% 359,781 $66.5M
George Kaiser Family Foundation 4.41% Add +84.8% 248,501 $46.0M
Prescott Group Capital Management, L.L.C. 3.97% Add +84.8% 248,501 $46.0M
Richmond Investment Services, LLC 12.77% Reduce -46.8% 218,146 $40.3M
Reliant Wealth Planning 10.94% Add +4.0% 215,106 $39.8M
FreeGulliver LLC 13.68% Reduce -2.8% 209,733 $38.8M
Heck Capital Advisors, LLC 2.26% No change 204,621 $37.8M
JPMorgan Chase & Co. 0.00% Add +2.1% 186,952 $34.3M
Searcy Financial Services Inc. 11.10% Reduce -1.7% 178,911 $33.1M
Commonwealth Equity Services, LLC 0.03% Add +11.6% 141,776 $26.2M
Royal Bank of Canada 0.00% Reduce -11.4% 138,001 $25.5M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -1.7% 126,744 $23.4M
Manchester Financial Inc. 4.01% Add +1.9% 121,917 $22.5M
Equitable Holdings, Inc. 0.11% Add +1.0% 98,978 $18.3M
Integrated Wealth Concepts LLC 0.11% Add +117.3% 89,126 $16.5M
Osaic Holdings, Inc. 0.02% Reduce -2.9% 87,132 $16.1M
First American Trust, FSB 0.86% Add +132.4% 76,906 $14.2M
UBS Group AG 0.00% Add +7.1% 75,787 $14.0M
KM Capital Management Ltd. 6.43% New 74,015 $13.7M
Arcadia Investment Advisors LLC 5.75% Add +1.4% 73,700 $13.6M
Annex Advisory Services, LLC 0.23% Reduce -0.7% 73,569 $13.6M
Woodard & Co. Asset Management Group Inc. 1.95% Add +0.1% 72,990 $13.5M
Wells Fargo & Company 0.00% Add +17.2% 69,193 $12.8M
Voya Investment Management LLC 0.01% Add +107.1% 67,225 $12.4M
HighTower Advisors, LLC 0.01% Reduce -2.1% 66,972 $12.4M
Composition Wealth, LLC 0.13% Reduce -9.4% 60,117 $11.1M
First Citizens Bank & Trust Co. 0.15% Reduce -1.4% 55,913 $10.3M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -1.4% 55,913 $10.3M
Stratos Wealth Partners, LTD. 0.10% Add +9.1% 55,425 $10.3M
McKinley Carter Wealth Services, Inc. 0.51% Reduce -7.9% 53,247 $9.8M
Creative Planning 0.01% Reduce -7.3% 50,650 $9.4M
Susquehanna International Group, LLP 0.01% Reduce -3.2% 47,160 $8.7M
Cetera Investment Advisers 0.01% Add +15.9% 42,173 $7.8M
Merit Financial Group, LLC 0.05% Add +1.1% 41,699 $7.7M
Nicollet Investment Management, Inc. 2.32% Add +0.9% 40,644 $7.5M
Thoroughbred Financial Services, LLC 0.35% Add +19.2% 39,477 $7.3M
ShoreHaven Wealth Partners, LLC 2.28% Reduce -0.1% 39,152 $7.2M
SageView Advisory Group, LLC 0.22% Reduce -0.9% 35,692 $6.6M
Veridan Wealth LLC 2.29% Reduce -2.8% 35,548 $6.6M
Waverly Advisors, LLC 0.04% Add +5.5% 35,166 $6.5M
Focus Partners Advisor Solutions, LLC 0.06% Add +74.5% 35,065 $6.5M
Winter & Associates, Inc. 4.80% Add +71.9% 34,510 $6.4M
Holos Integrated Wealth LLC 2.93% Add +2.8% 33,849 $6.3M
Strategic Equity Management 2.08% Reduce -4.5% 33,422 $6.2M
Oxford Financial Group, LTD. LLC 0.27% No change 29,110 $5.4M
Kestra Advisory Services, LLC 0.02% Reduce -5.3% 28,696 $5.3M
Raymond James Financial Inc. 0.00% Reduce -6.8% 27,764 $5.1M
Great Valley Advisor Group, Inc. 0.08% Add +1.0% 27,018 $5.0M
Cresset Asset Management, LLC 0.02% No change 24,731 $4.6M
Valmark Advisers, Inc. 0.05% Reduce -13.4% 23,282 $4.3M
Citadel Advisors 0.00% Reduce -55.7% 23,110 $4.3M
Wealthfront Advisers LLC 0.01% Add +2.7% 22,773 $4.2M
Grant Street Asset Management, Inc. 0.66% Reduce -1.2% 21,751 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 19,799 $3.7M
Creative Financial Designs Inc. 0.17% Reduce -3.7% 19,542 $3.6M
Capital Analysts, LLC 0.08% Reduce -0.4% 19,501 $3.6M
Moneywise, Inc. 1.25% Add +25.2% 18,127 $3.4M
Mason & Associates, LLC 0.69% Reduce -0.1% 17,841 $3.3M
SOA Wealth Advisors, LLC. 0.51% Reduce -12.1% 16,511 $3.1M
Noble Family Wealth, LLC 0.53% Reduce -19.5% 16,109 $3.0M
FMR LLC 0.00% Add +18.6% 15,984 $3.0M
Mercer Global Advisors Inc. 0.00% Add +3.2% 15,657 $2.9M
Legacy Advisory Services, LLC 1.99% Add +4.8% 15,321 $2.8M
Leavell Investment Management, Inc. 0.10% Add +2.2% 14,937 $2.8M
MML Investors Services, LLC 0.01% Add +11.6% 14,045 $2.6M
GeoWealth Management, LLC 0.08% Add +11.3% 13,863 $2.6M
Family Capital Management, Inc. 0.99% Add +0.1% 13,832 $2.6M
Boyd Wealth Management, LLC 0.96% Reduce -2.2% 13,775 $2.5M
Private Advisor Group, LLC 0.01% Add +76.4% 13,191 $2.4M
Forefront Wealth Partners, LLC 0.74% Reduce -0.7% 12,946 $2.4M
Compton Wealth Advisory Group, LLC 0.47% Reduce -0.2% 12,652 $2.3M
Granite Islands Private Wealth, LLC 1.66% Add +41.2% 12,103 $2.2M
Bison Wealth, LLC 0.20% Reduce -2.2% 11,811 $2.2M
HRT Financial LP 0.00% Add +631.4% 11,029 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -21.1% 10,978 $2.0M
Keystone Financial Group 0.12% Add +70.7% 10,685 $2.0M
Vise Technologies, Inc. 0.02% Add +91.2% 10,619 $2.0M
Patten & Patten Inc. 0.10% No change 9,909 $1.8M
Stifel Financial Corp. 0.00% Reduce -20.1% 9,087 $1.7M
Flagship Harbor Advisors, LLC 0.06% Reduce -4.0% 9,006 $1.7M
Silver Oak Securities, Incorporated 0.10% Reduce -11.2% 8,632 $1.6M
Avior Wealth Management, LLC 0.04% Reduce -1.7% 7,805 $1.4M
Cozad Asset Management Inc. 0.09% Reduce -0.6% 7,799 $1.4M
Elevation Capital Advisory, LLC 0.56% New 7,790 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -26.1% 7,497 $1.4M
Focus Partners Wealth 0.00% Reduce -6.2% 7,537 $1.4M
Principal Securities, Inc. 0.02% Reduce -1.3% 7,443 $1.4M
Summit Trail Advisors, LLC 0.02% No change 7,310 $1.4M
Fifth Third Securities, Inc. 0.07% Reduce -17.9% 7,097 $1.3M
Procyon Advisors, LLC 0.06% No change 7,037 $1.3M
Breakwater Capital Group 0.15% Add +28.9% 6,535 $1.2M
Mariner, LLC 0.00% Reduce -65.2% 6,322 $1.2M
Aureus Asset Management, LLC 0.07% No change 6,000 $1.1M

"% of holder's portfolio" is IWL's weight in each manager's 13F, not the share of iShares Russell Top 200 ETF the manager owns.

Show all 235 holders