iShares Russell Top 200 ETFIWLETF
13F holders, Q3 2024 (September 30)160holders +1
15new positions
14sold out
2famous investors
$140.41avg. 13F price*
At the end of Q3 2024, 160 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 1 from Q2 2024. 15 opened new positions and 14 sold out. The largest holders were Tompkins Financial Corp. ($142.0M), Morgan Stanley ($104.3M) and Gilbert & Cook, Inc. ($71.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.2M |
| Exits | 14 | $48.6M |
All 13F filers, Q2 2024 → Q3 2024: 597,367 shares bought and 741,830 shares sold, net −144,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Tompkins Financial Corp. | 13.61% | Add +9.1% | 1,010,883 | $142.0M |
| Morgan Stanley | 0.01% | Add +27.4% | 742,829 | $104.3M |
| Gilbert & Cook, Inc. | 9.79% | Add +5.1% | 507,200 | $71.2M |
| Bank of America Corp. | 0.01% | Add +1.9% | 412,485 | $57.9M |
| McKinley Carter Wealth Services, Inc. | 3.20% | Reduce -4.2% | 377,317 | $53.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.6% | 357,214 | $50.2M |
| LPL Financial LLC | 0.02% | Add +3.6% | 304,958 | $42.8M |
| Pegasus Partners Ltd. | 2.90% | Add +1.2% | 220,310 | $30.9M |
| Dohj, LLC | 6.41% | Reduce -2.0% | 197,632 | $27.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 178,416 | $25.1M |
| FreeGulliver LLC | 12.82% | Add +48.8% | 153,655 | $21.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -18.6% | 128,481 | $18.0M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 109,684 | $15.4M |
| Equitable Holdings, Inc. | 0.15% | Reduce -8.1% | 108,096 | $15.2M |
| KM Capital Management Ltd. | 7.64% | Reduce -0.9% | 101,765 | $14.3M |
| Woodard & Co. Asset Management Group Inc. | 2.89% | Reduce -7.4% | 91,652 | $12.9M |
| WFA Asset Management Corp | 6.87% | Reduce -1.8% | 90,048 | $12.6M |
| SageView Advisory Group, LLC | 0.64% | Reduce -10.5% | 89,404 | $12.6M |
| Dechtman Wealth Management, LLC | 2.47% | Reduce -4.3% | 85,788 | $12.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -16.4% | 81,859 | $11.5M |
| First Citizens Bank & Trust Co. | 0.25% | Reduce -16.4% | 81,859 | $11.5M |
| Arcadia Investment Advisors LLC | 6.01% | Add +1.4% | 79,906 | $11.2M |
| Voya Investment Management LLC | 0.01% | Reduce -39.0% | 77,009 | $10.8M |
| Zimmermann Investment Management & Planning LLC | 3.10% | Add +256.6% | 72,026 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 61,601 | $8.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.4% | 60,050 | $8.4M |
| Strategic Equity Management | 3.91% | Reduce -4.7% | 58,779 | $8.3M |
| Cresset Asset Management, LLC | 0.03% | Add +62.3% | 49,461 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.0% | 49,388 | $6.9M |
| Nicollet Investment Management, Inc. | 2.27% | Add +2.7% | 46,817 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.6% | 46,788 | $6.6M |
| UBS Group AG | 0.00% | Reduce -25.3% | 45,836 | $6.4M |
| BNP Paribas Financial Markets | 0.01% | New | 39,300 | $5.5M |
| ShoreHaven Wealth Partners, LLC | 2.61% | Reduce -10.5% | 38,597 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 34,555 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +962.3% | 33,293 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 31,123 | $4.4M |
| BlackRock, Inc. | 0.00% | — | 28,296 | $4.0M |
| Noble Family Wealth, LLC | 1.03% | Reduce -1.2% | 27,232 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.23% | Reduce -28.6% | 25,383 | $3.6M |
| Creative Financial Designs Inc. | 0.29% | Reduce -70.2% | 24,301 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +3.1% | 23,876 | $3.4M |
| 9258 Wealth Management, LLC | 0.50% | Reduce -8.3% | 23,853 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +640.8% | 23,187 | $3.3M |
| Mason & Associates, LLC | 0.94% | Reduce -1.0% | 21,866 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.4% | 21,716 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.0% | 20,499 | $2.9M |
| Grant Street Asset Management, Inc. | 0.81% | Reduce -0.3% | 19,626 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +62.6% | 19,301 | $2.7M |
| Legacy Advisory Services, LLC | 2.31% | Add +4.9% | 19,156 | $2.7M |
| Asset Allocation Strategies LLC | 0.75% | Reduce -26.6% | 18,644 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.9% | 18,469 | $2.6M |
| Capital Analysts, LLC | 0.11% | Add +0.0% | 18,408 | $2.6M |
| Mariner, LLC | 0.00% | Add +5.4% | 16,759 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -7.1% | 16,566 | $2.3M |
| GTS Securities LLC | 0.05% | Add +45.0% | 16,451 | $2.3M |
| Compton Wealth Advisory Group, LLC | 0.57% | Reduce -1.6% | 16,054 | $2.3M |
| Renaissance Technologies | 0.00% | Reduce -38.0% | 16,000 | $2.2M |
| Manchester Financial Inc. | 0.46% | New | 15,108 | $2.1M |
| Family Capital Management, Inc. | 1.35% | Reduce -0.1% | 14,872 | $2.1M |
| Leavell Investment Management, Inc. | 0.09% | No change | 13,215 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +1.0% | 13,014 | $1.8M |
| Silver Oak Securities, Incorporated | 0.19% | Add +1.9% | 12,795 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -8.8% | 11,921 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | New | 11,502 | $1.6M |
| Optivise Advisory Services LLC | 0.84% | No change | 11,352 | $1.6M |
| Boyd Wealth Management, LLC | 0.78% | Reduce -0.3% | 10,909 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.29% | Add +9.8% | 10,768 | $1.5M |
| Avior Wealth Management, LLC | 0.06% | Reduce -11.0% | 10,697 | $1.5M |
| Creative Planning | 0.00% | Reduce -2.0% | 10,521 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +13.8% | 9,893 | $1.4M |
| Kelly Financial Services LLC | 0.49% | Reduce -1.1% | 9,583 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +44.0% | 8,455 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.7% | 8,346 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 7,854 | $1.1M |
| FMR LLC | 0.00% | Add +2.4% | 7,341 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.43% | No change | 7,126 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -9.0% | 6,891 | $968K |
| Fifth Third Securities, Inc. | 0.09% | Reduce -4.4% | 6,434 | $904K |
| Cahaba Wealth Management, Inc. | 0.07% | Add +0.0% | 6,285 | $883K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 6,332 | $881K |
| Wooster Corthell Wealth Management, Inc. | 0.19% | Reduce -4.9% | 6,245 | $877K |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $843K |
| Cozad Asset Management Inc. | 0.08% | Add +6.8% | 5,865 | $824K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -66.6% | 5,697 | $800K |
| Principal Securities, Inc. | 0.02% | Add +1.4% | 5,660 | $795K |
| Quadrant Capital Group LLC | 0.05% | No change | 5,500 | $772K |
| Orin Green Financial, LLC | 0.30% | Add +1.7% | 4,917 | $691K |
| Foresight Capital Management Advisors, Inc. | 0.41% | Reduce -14.4% | 4,901 | $688K |
| Citadel Advisors | 0.00% | Reduce -53.5% | 4,750 | $667K |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 4,722 | $663K |
| Efficient Advisors, LLC | 0.04% | Reduce -3.6% | 4,714 | $662K |
| Raymond James & Associates | 0.00% | Add +21.8% | 4,517 | $634K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.6% | 4,243 | $596K |
| Forum Private Client Group LLC | 0.26% | Reduce -6.5% | 4,171 | $586K |
| GenWealth Group, Inc. | 0.13% | No change | 4,135 | $581K |
| Corient Private Wealth LP | 0.00% | Add +19.1% | 4,124 | $579K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.3% | 4,110 | $577K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 4,098 | $576K |
| Moneco Advisors, LLC | 0.07% | No change | 3,929 | $552K |
"% 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.