iShares Russell Top 200 ETFIWLETF
13F holders, Q4 2024 (December 31)187holders +27
31new positions
8sold out
2famous investors
$144.74avg. 13F price*
At the end of Q4 2024, 187 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 27 from Q3 2024. 31 opened new positions and 8 sold out. The largest holders were Tompkins Financial Corp. ($144.9M), Morgan Stanley ($88.0M) and Bank of America Corp. ($83.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $106.3M |
| Exits | 8 | $9.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,291,792 shares bought and 479,702 shares sold, net +812,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Tompkins Financial Corp. | 13.48% | Reduce -0.9% | 1,001,387 | $144.9M |
| Morgan Stanley | 0.01% | Reduce -18.1% | 608,245 | $88.0M |
| Bank of America Corp. | 0.01% | Add +40.2% | 578,252 | $83.7M |
| Gilbert & Cook, Inc. | 10.28% | Reduce -0.6% | 503,983 | $72.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.1% | 368,365 | $53.3M |
| McKinley Carter Wealth Services, Inc. | 3.24% | Reduce -3.1% | 365,416 | $52.9M |
| LPL Financial LLC | 0.02% | Add +0.4% | 306,260 | $44.3M |
| Lido Advisors, LLC | 0.23% | New | 257,324 | $37.2M |
| Dohj, LLC | 6.74% | Add +1.9% | 201,494 | $29.2M |
| FreeGulliver LLC | 15.15% | Add +30.4% | 200,345 | $29.0M |
| Reliant Wealth Planning | 12.42% | New | 183,022 | $26.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 175,299 | $25.4M |
| Richmond Investment Services, LLC | 14.16% | — | 174,323 | $25.2M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 134,460 | $19.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.3% | 125,513 | $18.2M |
| BNP Paribas Financial Markets | 0.01% | Add +183.7% | 111,500 | $16.1M |
| Equitable Holdings, Inc. | 0.15% | Add +1.5% | 109,682 | $15.9M |
| KM Capital Management Ltd. | 7.70% | Add +1.1% | 102,835 | $14.9M |
| Woodard & Co. Asset Management Group Inc. | 2.92% | Add +2.1% | 93,623 | $13.5M |
| WFA Asset Management Corp | 6.66% | Reduce -5.5% | 85,075 | $12.3M |
| SageView Advisory Group, LLC | 0.53% | Reduce -5.2% | 84,774 | $12.3M |
| Arcadia Investment Advisors LLC | 5.95% | Reduce -5.6% | 75,467 | $10.9M |
| Merit Financial Group, LLC | 0.16% | New | 62,051 | $9.0M |
| GeoWealth Management, LLC | 0.29% | Add +8343.5% | 61,215 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Add +1.7% | 61,048 | $8.8M |
| First Citizens Bank & Trust Co. | 0.16% | Reduce -26.6% | 60,086 | $8.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -26.6% | 60,086 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.1% | 59,698 | $8.6M |
| Holos Integrated Wealth LLC | 5.66% | — | 57,178 | $8.3M |
| Strategic Equity Management | 3.40% | Reduce -5.3% | 55,695 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 53,222 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 53,064 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +64.5% | 51,201 | $7.4M |
| Nicollet Investment Management, Inc. | 2.36% | Add +1.5% | 47,530 | $6.9M |
| Elevation Capital Advisory, LLC | 2.89% | New | 46,629 | $6.7M |
| UBS Group AG | 0.00% | Add +0.0% | 45,838 | $6.6M |
| Two Sigma Investments, LP | 0.01% | New | 42,200 | $6.1M |
| Valmark Advisers, Inc. | 0.09% | Add +151.2% | 41,614 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +18.8% | 41,045 | $5.9M |
| Prescott Group Capital Management, L.L.C. | 0.80% | New | 40,795 | $5.9M |
| ShoreHaven Wealth Partners, LLC | 2.63% | Reduce -0.2% | 38,528 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.0% | 36,303 | $5.3M |
| Veridan Wealth LLC | 2.17% | — | 31,420 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +277.7% | 31,932 | $4.6M |
| Oxford Financial Group, LTD. LLC | 0.29% | Add +436.3% | 30,552 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.25% | Add +10.9% | 28,144 | $4.1M |
| Manchester Financial Inc. | 0.87% | Add +80.9% | 27,331 | $4.0M |
| Noble Family Wealth, LLC | 1.08% | Reduce -0.6% | 27,057 | $3.9M |
| Creative Financial Designs Inc. | 0.30% | Add +6.0% | 25,751 | $3.7M |
| Heck Capital Advisors, LLC | 0.43% | New | 25,687 | $3.7M |
| Dechtman Wealth Management, LLC | 0.68% | Reduce -71.5% | 24,483 | $3.5M |
| Waverly Advisors, LLC | 0.05% | New | 23,798 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.3% | 23,796 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.5% | 23,339 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.8% | 23,006 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.2% | 22,944 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +14.2% | 22,034 | $3.2M |
| Mason & Associates, LLC | 0.92% | Reduce -2.8% | 21,260 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -1.2% | 20,247 | $2.9M |
| Grant Street Asset Management, Inc. | 0.73% | Reduce -1.9% | 19,250 | $2.8M |
| Legacy Advisory Services, LLC | 2.33% | Reduce -1.4% | 18,887 | $2.7M |
| Capital Analysts, LLC | 0.11% | Add +1.8% | 18,731 | $2.7M |
| SOA Wealth Advisors, LLC. | 0.45% | Add +56.3% | 16,830 | $2.4M |
| Mariner, LLC | 0.00% | Add +0.2% | 16,791 | $2.4M |
| Compton Wealth Advisory Group, LLC | 0.60% | No change | 16,054 | $2.3M |
| Asset Allocation Strategies LLC | 0.53% | Reduce -20.3% | 14,852 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -69.2% | 15,237 | $2.2M |
| Family Capital Management, Inc. | 1.30% | Reduce -0.2% | 14,847 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -10.6% | 14,300 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +2.3% | 13,312 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | No change | 13,215 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +10.4% | 12,695 | $1.8M |
| Optivise Advisory Services LLC | 0.89% | No change | 11,352 | $1.6M |
| Citadel Advisors | 0.00% | Add +136.5% | 11,232 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -85.8% | 10,955 | $1.6M |
| Bison Wealth, LLC | 0.19% | — | 10,948 | $1.6M |
| Creative Planning | 0.00% | Add +1.8% | 10,710 | $1.5M |
| FMR LLC | 0.00% | Add +42.5% | 10,459 | $1.5M |
| Boyd Wealth Management, LLC | 0.74% | Reduce -4.5% | 10,417 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 10,369 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | New | 10,000 | $1.4M |
| National Bank of Canada | 0.00% | New | 10,000 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -6.9% | 9,958 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +23.7% | 9,718 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 9,436 | $1.4M |
| Kelly Financial Services LLC | 0.47% | Reduce -5.5% | 9,051 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -25.7% | 8,853 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.1% | 7,919 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.42% | No change | 7,126 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -0.4% | 6,863 | $993K |
| Cozad Asset Management Inc. | 0.09% | Add +13.8% | 6,676 | $966K |
| Capital Advisory Group Advisory Services, LLC | 0.33% | Add +65.1% | 6,353 | $919K |
| Andina Capital Management, LLC | 0.73% | New | 6,193 | $896K |
| Principal Securities, Inc. | 0.02% | Add +9.3% | 6,189 | $896K |
| Fifth Third Securities, Inc. | 0.07% | Reduce -5.6% | 6,073 | $879K |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $868K |
| Wooster Corthell Wealth Management, Inc. | 0.19% | Reduce -5.2% | 5,921 | $857K |
| Cahaba Wealth Management, Inc. | 0.07% | Reduce -7.1% | 5,837 | $845K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.1% | 5,627 | $814K |
| Quadrant Capital Group LLC | 0.05% | No change | 5,500 | $796K |
| PKS Advisory Services, LLC | 0.19% | — | 5,179 | $749K |
| NFSG Corp | 0.18% | New | 4,815 | $697K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.8% | 4,800 | $695K |
| Northern Trust Corp. | 0.00% | No change | 4,722 | $683K |
| Forum Private Client Group LLC | 0.29% | Add +8.4% | 4,523 | $655K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.4% | 4,474 | $647K |
| Foresight Capital Management Advisors, Inc. | 0.38% | Reduce -9.2% | 4,449 | $644K |
| Efficient Advisors, LLC | 0.04% | Reduce -6.5% | 4,408 | $638K |
| Focus Partners Wealth | 0.00% | New | 4,036 | $584K |
| FSC Wealth Advisors, LLC | 0.37% | New | 3,965 | $574K |
| Moneco Advisors, LLC | 0.06% | No change | 3,929 | $569K |
| Merkkuri Wealth Advisors LLC | 0.44% | Add +0.3% | 3,872 | $560K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,519 | $509K |
| Forefront Wealth Partners, LLC | 0.36% | — | 3,315 | $480K |
| Spirit of America Management Corp. | 0.10% | Add +11.0% | 3,267 | $473K |
| Ethos Financial Group, LLC | 0.06% | Reduce -0.6% | 3,193 | $462K |
| Aft, Forsyth & Company, Inc. | 0.22% | Add +0.0% | 3,155 | $457K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.6% | 2,885 | $432K |
| GenWealth Group, Inc. | 0.10% | Reduce -28.4% | 2,962 | $429K |
| Harbour Investments, Inc. | 0.01% | No change | 2,792 | $404K |
| Jackson Wealth Management, LLC | 0.05% | Reduce -8.0% | 2,789 | $404K |
| McAdam, LLC | 0.02% | Reduce -2.3% | 2,698 | $390K |
| First Pacific Financial | 0.09% | Reduce -4.3% | 2,554 | $370K |
| Centaurus Financial, Inc. | 0.02% | Add +13.2% | 2,457 | $356K |
| Michels Family Financial, LLC | 0.32% | — | 2,435 | $352K |
| Corient Private Wealth LP | 0.00% | Reduce -41.4% | 2,415 | $349K |
| Toth Financial Advisory Corp. | 0.04% | No change | 2,380 | $344K |
| Kendall Capital Management | 0.10% | New | 2,353 | $341K |
| Bokf, NA | 0.01% | New | 2,330 | $335K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -1.0% | 2,255 | $326K |
| Resolute Advisors LLC | 0.07% | Add +0.3% | 2,244 | $325K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 2,000 | $289K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 1,951 | $282K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.6% | 1,906 | $276K |
| National Wealth Management Group, LLC | 0.18% | New | 1,850 | $268K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 1,810 | $262K |
| Captrust Financial Advisors | 0.00% | Reduce -25.9% | 1,801 | $261K |
| IFP Advisors, Inc | 0.01% | Reduce -1.4% | 1,611 | $233K |
| Apeiron RIA LLC | 0.06% | Add +0.3% | 1,596 | $231K |
| TruWealth Advisors, LLC | 0.01% | No change | 1,453 | $210K |
| Victory Financial Group, LLC | 0.06% | — | 1,446 | $209K |
| First National Trust Co | 0.01% | New | 1,411 | $204K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,410 | $204K |
| Atlas Private Wealth Advisors | 0.03% | New | 1,400 | $203K |
| HRT Financial LP | 0.00% | New | 1,390 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,327 | $192K |
| Centricity Wealth Management, LLC | 0.18% | — | 1,320 | $191K |
| Comerica Bank | 0.00% | No change | 971 | $141K |
| Investors Research Corp | 0.03% | Add +51.1% | 929 | $134K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.3% | 859 | $124K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 767 | $111K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +60.3% | 766 | $111K |
| UMB Bank, n.a. | 0.00% | Reduce -24.2% | 759 | $110K |
| Qube Research & Technologies Ltd | 0.00% | Add +409.0% | 682 | $99K |
| Comprehensive Financial Planning, Inc. | 0.08% | — | 659 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 552 | $80K |
| Private Trust Co. NA | 0.01% | No change | 480 | $69K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -2.1% | 456 | $66K |
| Chilton Capital Management LLC | 0.00% | New | 438 | $63K |
| Franklin Resources Inc. | 0.00% | No change | 375 | $54K |
| Truvestments Capital LLC | 0.01% | No change | 369 | $53K |
| Frazier Financial Advisors, LLC | 0.04% | New | 351 | $51K |
| AdvisorNet Financial, Inc | 0.00% | No change | 300 | $43K |
| Jones Financial Companies LLLP | 0.00% | New | 275 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 252 | $36K |
| NewEdge Advisors, LLC | 0.00% | No change | 204 | $30K |
| ESL Trust Services, LLC | 0.01% | New | 191 | $28K |
| Centennial Bank | 0.01% | Reduce -61.0% | 178 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -69.2% | 178 | $26K |
| Assetmark, Inc. | 0.00% | No change | 168 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $22K |
| Nova Wealth Management, Inc. | 0.02% | — | 140 | $20K |
| Compass Financial Services Inc | 0.01% | — | 130 | $19K |
| Bank of Montreal | 0.00% | Add +0.8% | 126 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 123 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $14K |
| Synergy Asset Management, LLC | 0.00% | New | 80 | $11K |
| AE Wealth Management LLC | 0.00% | New | 75 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 56 | $8K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 35 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 35 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 35 | $5K |
| New Wave Wealth Advisors LLC | 0.00% | New | 33 | $5K |
| Signaturefd, LLC | 0.00% | No change | 14 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 13 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 2 | $294 |
| MAI Capital Management | 0.00% | New | 1 | $98 |
"% 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.