iShares Russell Top 200 ETFIWLETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $19.9M |
| Exits | 17 | $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.