iShares Russell Top 200 ETFIWLETF
13F holders, Q1 2024 (March 31)144holders
2famous investors
$127.11avg. 13F price*
At the end of Q1 2024, 144 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings. The largest holders were Tompkins Financial Corp. ($84.8M), Morgan Stanley ($74.4M) and Gilbert & Cook, Inc. ($69.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $17.5M |
| Exits | 10 | $49.0M |
Ownership 144 holders
| Tompkins Financial Corp. | 9.59% | Add +3.1% | 667,208 | $84.8M |
| Morgan Stanley | 0.01% | Add +60.4% | 585,399 | $74.4M |
| Gilbert & Cook, Inc. | 9.41% | Reduce -2.0% | 543,443 | $69.1M |
| Bank of America Corp. | 0.01% | Add +2.7% | 402,500 | $51.2M |
| McKinley Carter Wealth Services, Inc. | 3.27% | Add +5.9% | 384,402 | $48.9M |
| Ameriprise Financial Inc. | 0.01% | Add +2.2% | 376,807 | $47.8M |
| LPL Financial LLC | 0.02% | Add +82.0% | 334,875 | $42.6M |
| Dohj, LLC | 7.30% | Add +1.0% | 216,517 | $27.5M |
| Pegasus Partners Ltd. | 2.75% | Add +8.2% | 204,016 | $25.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 201,142 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +38.2% | 129,254 | $16.4M |
| Equitable Holdings, Inc. | 0.18% | Add +1.2% | 123,056 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 117,691 | $15.0M |
| KM Capital Management Ltd. | 7.44% | Reduce -1.0% | 105,579 | $13.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +6.7% | 101,931 | $13.0M |
| First Citizens Bank & Trust Co. | 0.25% | Add +6.7% | 101,931 | $13.0M |
| WFA Asset Management Corp | 6.23% | Add +1.3% | 93,818 | $11.9M |
| Woodard & Co. Asset Management Group Inc. | 3.18% | Reduce -7.9% | 93,644 | $11.9M |
| Dechtman Wealth Management, LLC | 2.73% | Reduce -1.0% | 92,078 | $11.7M |
| Creative Financial Designs Inc. | 0.98% | Add +0.7% | 81,244 | $10.3M |
| Voya Investment Management LLC | 0.01% | Add +16.6% | 77,160 | $9.8M |
| Arcadia Investment Advisors LLC | 5.58% | Reduce -0.9% | 76,869 | $9.8M |
| HighTower Advisors, LLC | 0.02% | Add +22.7% | 73,990 | $9.4M |
| Strategic Equity Management | 7.57% | Reduce -6.1% | 71,269 | $9.1M |
| FreeGulliver LLC | 7.88% | Add +67.3% | 69,765 | $8.9M |
| Arkadios Wealth Advisors | 0.63% | Reduce -2.6% | 64,053 | $8.1M |
| BlackRock Inc. | 0.00% | Reduce -40.0% | 62,259 | $7.9M |
| Citigroup Inc. | 0.01% | New | 57,789 | $7.3M |
| IFP Advisors, Inc | 0.28% | Add +6574.8% | 50,929 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +3.3% | 45,957 | $5.8M |
| Nicollet Investment Management, Inc. | 2.13% | Add +6.7% | 45,467 | $5.8M |
| ShoreHaven Wealth Partners, LLC | 3.02% | Reduce -0.1% | 43,136 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.5% | 42,633 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 42,125 | $5.4M |
| Citadel Advisors | 0.00% | New | 37,428 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +54.1% | 30,471 | $3.9M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -1.3% | 30,469 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 29,951 | $3.8M |
| 9258 Wealth Management, LLC | 0.58% | Add +2.4% | 29,400 | $3.7M |
| Noble Family Wealth, LLC | 1.06% | Reduce -14.6% | 29,150 | $3.7M |
| UBS Group AG | 0.00% | Add +8.1% | 28,954 | $3.7M |
| Lincoln National Corp. | 0.05% | Reduce -3.5% | 26,841 | $3.4M |
| Asset Allocation Strategies LLC | 1.15% | Reduce -1.9% | 25,531 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.7% | 21,728 | $2.8M |
| Kingsview Wealth Management, LLC | 0.07% | New | 20,434 | $2.6M |
| Zimmermann Investment Management & Planning LLC | 0.91% | Reduce -1.1% | 19,884 | $2.5M |
| Grant Street Asset Management, Inc. | 0.81% | Reduce -2.2% | 19,645 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.23% | Reduce -3.4% | 19,102 | $2.4M |
| Legacy Advisory Services, LLC | 2.22% | Reduce -1.0% | 18,466 | $2.3M |
| Sowell Financial Services LLC | 0.11% | Reduce -18.4% | 18,278 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.2% | 18,039 | $2.3M |
| Kelly Financial Services LLC | 0.87% | Reduce -5.8% | 17,953 | $2.3M |
| Cetera Investment Advisers | 0.01% | Add +44.3% | 17,751 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 16,795 | $2.1M |
| Renaissance Technologies | 0.00% | Add +25.6% | 16,700 | $2.1M |
| Compton Wealth Advisory Group, LLC | 0.58% | No change | 16,582 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -0.0% | 16,080 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +491.7% | 15,082 | $1.9M |
| Family Capital Management, Inc. | 1.32% | Reduce -24.3% | 14,891 | $1.9M |
| Capital Analysts, LLC | 0.09% | Add +15.1% | 14,723 | $1.9M |
| Leavell Investment Management, Inc. | 0.10% | Add +2.6% | 13,755 | $1.7M |
| Avior Wealth Management, LLC | 0.08% | Reduce -15.0% | 13,223 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -6.3% | 12,384 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.5% | 11,159 | $1.4M |
| Boyd Wealth Management, LLC | 0.80% | Add +0.1% | 11,002 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +610.2% | 10,745 | $1.4M |
| Creative Planning | 0.00% | Add +0.1% | 10,444 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +194.1% | 8,810 | $1.1M |
| GeoWealth Management, LLC | 0.04% | New | 7,787 | $990K |
| Wealthfront Advisers LLC | 0.00% | Add +11.0% | 7,630 | $970K |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -3.3% | 7,623 | $969K |
| Wooster Corthell Wealth Management, Inc. | 0.22% | Reduce -7.3% | 7,405 | $941K |
| Cahaba Wealth Management, Inc. | 0.08% | Reduce -16.7% | 7,295 | $927K |
| SOA Wealth Advisors, LLC. | 0.19% | Add +18.8% | 7,280 | $925K |
| Maxwell Wealth Strategies Inc. | 0.46% | No change | 7,126 | $910K |
| FMR LLC | 0.00% | Add +23.4% | 6,522 | $829K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 6,346 | $807K |
| Efficient Advisors, LLC | 0.05% | Reduce -4.5% | 6,122 | $778K |
| Cozad Asset Management Inc. | 0.08% | Add +0.0% | 6,092 | $774K |
| Aureus Asset Management, LLC | 0.05% | No change | 6,000 | $763K |
| Foresight Capital Management Advisors, Inc. | 0.57% | New | 5,829 | $741K |
| Mason & Associates, LLC | 0.57% | — | 5,829 | $741K |
| Quadrant Capital Group LLC | 0.06% | No change | 5,500 | $699K |
| CreativeOne Wealth, LLC | 0.03% | New | 5,496 | $699K |
| Csenge Advisory Group | 0.04% | Add +0.3% | 5,440 | $692K |
| Stifel Financial Corp. | 0.00% | Add +66.8% | 5,359 | $682K |
| Principal Securities, Inc. | 0.02% | Add +36.4% | 5,159 | $656K |
| GenWealth Group, Inc. | 0.16% | No change | 4,958 | $630K |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 4,949 | $629K |
| NFSG Corp | 0.27% | Add +44.4% | 4,795 | $610K |
| Forum Private Client Group LLC | 0.28% | Reduce -9.8% | 4,623 | $588K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.7% | 4,098 | $521K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.3% | 3,953 | $503K |
| Moneco Advisors, LLC | 0.08% | No change | 3,929 | $499K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.2% | 3,803 | $483K |
| Ethos Financial Group, LLC | 0.09% | Add +20.0% | 3,572 | $454K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,519 | $447K |
| Corient Private Wealth LP | 0.00% | No change | 3,463 | $440K |
| Toth Financial Advisory Corp. | 0.05% | Add +24.3% | 3,250 | $413K |
| Aft, Forsyth & Company, Inc. | 0.23% | Add +0.0% | 3,152 | $401K |
"% 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.