iShares Russell Top 200 ETFIWLETF
13F holders, Q2 2024 (June 30)159holders +15
21new positions
11sold out
2famous investors
$134.04avg. 13F price*
At the end of Q2 2024, 159 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 15 from Q1 2024. 21 opened new positions and 11 sold out. The largest holders were Tompkins Financial Corp. ($124.2M), Morgan Stanley ($78.1M) and Gilbert & Cook, Inc. ($64.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $63.8M |
| Exits | 11 | $19.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,046,502 shares bought and 533,372 shares sold, net +513,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Tompkins Financial Corp. | 13.00% | Add +38.9% | 926,918 | $124.2M |
| Morgan Stanley | 0.01% | Reduce -0.4% | 582,914 | $78.1M |
| Gilbert & Cook, Inc. | 9.45% | Reduce -11.2% | 482,777 | $64.7M |
| Bank of America Corp. | 0.01% | Add +0.6% | 404,742 | $54.2M |
| McKinley Carter Wealth Services, Inc. | 3.36% | Add +2.5% | 393,807 | $52.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.6% | 366,921 | $49.2M |
| LPL Financial LLC | 0.02% | Reduce -12.1% | 294,363 | $39.4M |
| Proficio Capital Partners LLC | 3.30% | New | 234,876 | $31.5M |
| Pegasus Partners Ltd. | 2.94% | Add +6.8% | 217,789 | $29.2M |
| Dohj, LLC | 6.75% | Reduce -6.9% | 201,592 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.5% | 179,971 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +22.1% | 157,841 | $21.1M |
| Voya Investment Management LLC | 0.02% | Add +63.5% | 126,157 | $16.9M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 118,010 | $15.8M |
| Equitable Holdings, Inc. | 0.17% | Reduce -4.4% | 117,668 | $15.8M |
| FreeGulliver LLC | 9.46% | Add +48.0% | 103,252 | $13.8M |
| KM Capital Management Ltd. | 7.12% | Reduce -2.7% | 102,699 | $13.8M |
| SageView Advisory Group, LLC | 0.83% | New | 99,901 | $13.4M |
| Woodard & Co. Asset Management Group Inc. | 3.31% | Add +5.7% | 98,997 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -4.0% | 97,884 | $13.1M |
| First Citizens Bank & Trust Co. | 0.25% | Reduce -4.0% | 97,884 | $13.1M |
| WFA Asset Management Corp | 6.94% | Reduce -2.2% | 91,736 | $12.3M |
| Dechtman Wealth Management, LLC | 2.68% | Reduce -2.6% | 89,652 | $12.0M |
| Creative Financial Designs Inc. | 0.97% | Add +0.3% | 81,476 | $10.9M |
| Arcadia Investment Advisors LLC | 6.00% | Add +2.6% | 78,845 | $10.6M |
| Osaic Holdings, Inc. | 0.02% | Add +39.6% | 64,159 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -13.6% | 63,964 | $8.6M |
| Strategic Equity Management | 5.38% | Reduce -13.5% | 61,644 | $8.3M |
| UBS Group AG | 0.00% | Add +112.0% | 61,390 | $8.2M |
| IFP Advisors, Inc | 0.27% | Reduce -1.3% | 50,288 | $6.7M |
| Nicollet Investment Management, Inc. | 2.28% | Add +0.2% | 45,574 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.7% | 43,696 | $5.9M |
| ShoreHaven Wealth Partners, LLC | 3.04% | No change | 43,136 | $5.8M |
| Elevation Capital Advisory, LLC | 2.62% | — | 42,880 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +147.4% | 41,549 | $5.6M |
| Veridan Wealth LLC | 2.20% | — | 35,825 | $5.5M |
| Thoroughbred Financial Services, LLC | 0.32% | Add +86.2% | 35,563 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +6.4% | 31,859 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +74.9% | 31,052 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +0.0% | 30,472 | $4.1M |
| BlackRock Inc. | 0.00% | Reduce -54.5% | 28,296 | $3.8M |
| Noble Family Wealth, LLC | 1.06% | Reduce -5.4% | 27,564 | $3.7M |
| 9258 Wealth Management, LLC | 0.54% | Reduce -11.5% | 26,008 | $3.5M |
| Renaissance Technologies | 0.01% | Add +54.5% | 25,800 | $3.5M |
| Asset Allocation Strategies LLC | 1.14% | Reduce -0.5% | 25,397 | $3.4M |
| Nisa Investment Advisors, LLC | 0.02% | New | 23,500 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.09% | New | 23,167 | $3.1M |
| Mason & Associates, LLC | 0.97% | Add +279.0% | 22,092 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -3.7% | 20,920 | $2.8M |
| Zimmermann Investment Management & Planning LLC | 0.90% | Add +1.6% | 20,195 | $2.7M |
| Grant Street Asset Management, Inc. | 0.83% | Add +0.2% | 19,684 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.3% | 19,501 | $2.6M |
| Capital Analysts, LLC | 0.11% | Add +25.0% | 18,405 | $2.5M |
| Legacy Advisory Services, LLC | 2.24% | Reduce -1.1% | 18,263 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -69.1% | 17,857 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.1% | 17,839 | $2.4M |
| Two Sigma Investments, LP | 0.01% | New | 17,100 | $2.3M |
| Oxford Financial Group, LTD. LLC | 0.15% | New | 17,056 | $2.3M |
| Compton Wealth Advisory Group, LLC | 0.58% | Reduce -1.6% | 16,324 | $2.2M |
| Synergy Asset Management, LLC | 0.34% | New | 16,232 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -1.1% | 15,906 | $2.1M |
| Family Capital Management, Inc. | 1.36% | No change | 14,891 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.5% | 14,666 | $2.0M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -3.9% | 13,215 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -57.1% | 13,066 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +4.0% | 12,883 | $1.7M |
| Silver Oak Securities, Incorporated | 0.25% | New | 12,557 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Reduce -9.1% | 12,015 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Add +55.6% | 11,869 | $1.6M |
| Optivise Advisory Services LLC | 0.82% | — | 11,352 | $1.5M |
| GTS Securities LLC | 0.03% | New | 11,346 | $1.5M |
| Boyd Wealth Management, LLC | 0.81% | Reduce -0.6% | 10,937 | $1.5M |
| Creative Planning | 0.00% | Add +2.8% | 10,740 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -72.7% | 10,226 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.26% | Add +34.7% | 9,807 | $1.3M |
| Kelly Financial Services LLC | 0.46% | Reduce -46.0% | 9,692 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 8,846 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +62.3% | 8,697 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -0.7% | 7,572 | $1.0M |
| FMR LLC | 0.00% | Add +9.9% | 7,166 | $960K |
| Maxwell Wealth Strategies Inc. | 0.47% | No change | 7,126 | $955K |
| Fifth Third Securities, Inc. | 0.08% | New | 6,732 | $902K |
| Wooster Corthell Wealth Management, Inc. | 0.20% | Reduce -11.4% | 6,564 | $879K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 6,341 | $849K |
| Cahaba Wealth Management, Inc. | 0.07% | Reduce -13.9% | 6,284 | $842K |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $804K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.2% | 5,871 | $786K |
| Foresight Capital Management Advisors, Inc. | 0.52% | Reduce -1.7% | 5,728 | $767K |
| Principal Securities, Inc. | 0.02% | Add +8.2% | 5,582 | $748K |
| Quadrant Capital Group LLC | 0.05% | No change | 5,500 | $737K |
| Cozad Asset Management Inc. | 0.07% | Reduce -9.8% | 5,494 | $736K |
| Efficient Advisors, LLC | 0.04% | Reduce -20.1% | 4,891 | $655K |
| NFSG Corp | 0.24% | Add +1.0% | 4,845 | $649K |
| Orin Green Financial, LLC | 0.30% | New | 4,834 | $648K |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 4,825 | $646K |
| Avantax Advisory Services, Inc. | 0.00% | Add +68.8% | 4,583 | $614K |
| Forum Private Client Group LLC | 0.28% | Reduce -3.5% | 4,462 | $598K |
| GenWealth Group, Inc. | 0.14% | Reduce -16.6% | 4,135 | $554K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 4,098 | $549K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.6% | 4,017 | $538K |
| Moneco Advisors, LLC | 0.08% | No change | 3,929 | $526K |
| Gsa Capital Partners LLP | 0.04% | Add +116.4% | 3,861 | $517K |
| Merkkuri Wealth Advisors LLC | 0.47% | — | 3,848 | $516K |
| Raymond James & Associates | 0.00% | Add +19.6% | 3,709 | $497K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,519 | $471K |
| Corient Private Wealth LP | 0.00% | No change | 3,463 | $464K |
| Toth Financial Advisory Corp. | 0.06% | No change | 3,250 | $435K |
| Aft, Forsyth & Company, Inc. | 0.21% | Add +0.0% | 3,153 | $422K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.9% | 3,134 | $420K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.8% | 3,130 | $419K |
| Ethos Financial Group, LLC | 0.07% | Reduce -12.4% | 3,128 | $419K |
| Spirit of America Management Corp. | 0.08% | Add +403.6% | 2,961 | $397K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -6.3% | 2,944 | $394K |
| First Pacific Financial | 0.09% | Reduce -5.6% | 2,733 | $366K |
| McAdam, LLC | 0.02% | Reduce -4.7% | 2,723 | $365K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,659 | $329K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,277 | $305K |
| Captrust Financial Advisors | 0.00% | New | 2,227 | $298K |
| Harbour Investments, Inc. | 0.01% | No change | 2,206 | $295K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | New | 2,022 | $271K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,019 | $270K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -6.0% | 2,004 | $268K |
| Silverlake Wealth Management LLC | 0.11% | No change | 2,000 | $268K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 2,000 | $268K |
| Centaurus Financial, Inc. | 0.02% | Add +18.3% | 1,911 | $256K |
| K.J. Harrison & Partners Inc | 0.04% | New | 1,871 | $251K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 1,813 | $243K |
| Atria Investments, Inc | 0.00% | New | 1,680 | $225K |
| Apeiron RIA LLC | 0.07% | Add +0.3% | 1,587 | $213K |
| Comerica Bank | 0.00% | Reduce -1.9% | 1,079 | $145K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.3% | 1,055 | $141K |
| UMB Bank, n.a. | 0.00% | No change | 1,001 | $134K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -5.3% | 1,001 | $134K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.8% | 807 | $108K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 767 | $103K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 552 | $74K |
| Private Trust Co. NA | 0.01% | No change | 480 | $64K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -3.5% | 466 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 443 | $59K |
| Aspire Wealth Management Corp | 0.03% | Add +0.3% | 408 | $55K |
| AdvisorNet Financial, Inc | 0.00% | New | 300 | $40K |
| Investors Research Corp | 0.01% | New | 271 | $36K |
| Glenmede Trust Co. NA | 0.00% | No change | 226 | $30K |
| Lanark Financial, Inc. | 0.00% | New | 218 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 204 | $27K |
| Private Ocean, LLC | 0.00% | No change | 170 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $20K |
| Bank of Montreal | 0.00% | No change | 125 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $13K |
| New Republic Capital, LLC | 0.01% | New | 81 | $11K |
| Penserra Capital Management LLC | 0.00% | Reduce -3.3% | 59 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 56 | $8K |
| Gradient Investments LLC | 0.00% | New | 38 | $5K |
| VitalStone Financial, LLC | 0.00% | No change | 27 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 16 | $2K |
| Signaturefd, LLC | 0.00% | No change | 14 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 13 | $2K |
| Assetmark, Inc. | 0.00% | No change | 10 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 2 | $270 |
"% 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.