iShares Russell Top 200 ETFIWLETF
13F holders, Q1 2025 (March 31)189holders +2
18new positions
16sold out
1famous investor
$137.30avg. 13F price*
At the end of Q1 2025, 189 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 2 from Q4 2024. 18 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($95.1M), Bank of America Corp. ($80.6M) and Tompkins Financial Corp. ($79.2M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $49.1M |
| Exits | 16 | $13.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,076,041 shares bought and 948,030 shares sold, net +128,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Morgan Stanley | 0.01% | Add +13.7% | 691,785 | $95.1M |
| Bank of America Corp. | 0.01% | Add +1.5% | 586,751 | $80.6M |
| Tompkins Financial Corp. | 7.58% | Reduce -42.4% | 576,636 | $79.2M |
| Gilbert & Cook, Inc. | 10.30% | Add +2.5% | 516,687 | $71.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.1% | 349,613 | $48.1M |
| Lido Advisors, LLC | 0.25% | Add +19.7% | 307,929 | $42.3M |
| LPL Financial LLC | 0.02% | Reduce -6.4% | 286,708 | $39.4M |
| Equitable Holdings, Inc. | 0.33% | Add +130.5% | 252,779 | $34.7M |
| FreeGulliver LLC | 15.34% | Add +9.9% | 220,203 | $30.3M |
| McKinley Carter Wealth Services, Inc. | 1.82% | Reduce -41.1% | 215,150 | $29.6M |
| Dohj, LLC | 5.95% | Reduce -6.0% | 189,478 | $26.0M |
| Reliant Wealth Planning | 11.69% | Add +1.9% | 186,515 | $25.6M |
| Richmond Investment Services, LLC | 13.78% | Add +5.9% | 184,550 | $25.4M |
| Proficio Capital Partners LLC | 1.81% | New | 170,695 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 168,246 | $23.1M |
| Royal Bank of Canada | 0.00% | Add +12.8% | 151,688 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.6% | 127,472 | $17.5M |
| BNP Paribas Financial Markets | 0.01% | Add +12.2% | 125,100 | $17.2M |
| KM Capital Management Ltd. | 7.41% | Reduce -2.7% | 100,029 | $13.7M |
| Woodard & Co. Asset Management Group Inc. | 2.66% | Reduce -0.9% | 92,766 | $12.7M |
| George Kaiser Family Foundation | 1.83% | New | 90,755 | $12.5M |
| Prescott Group Capital Management, L.L.C. | 1.81% | Add +122.5% | 90,755 | $12.5M |
| WFA Asset Management Corp | 6.24% | Add +10.3% | 93,818 | $11.9M |
| HighTower Advisors, LLC | 0.01% | Add +33.2% | 79,540 | $10.9M |
| Merit Financial Group, LLC | 0.15% | Add +19.3% | 73,999 | $10.2M |
| Arcadia Investment Advisors LLC | 5.64% | Reduce -2.8% | 73,374 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +29.8% | 69,073 | $9.5M |
| UBS Group AG | 0.00% | Add +40.9% | 64,604 | $8.9M |
| First Citizens Bank & Trust Co. | 0.22% | Add +2.6% | 61,679 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +2.6% | 61,679 | $8.5M |
| Elevation Capital Advisory, LLC | 3.53% | Add +26.5% | 58,979 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 58,752 | $8.1M |
| Manchester Financial Inc. | 1.72% | Add +103.7% | 55,678 | $7.7M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 53,827 | $7.4M |
| Strategic Equity Management | 3.08% | Reduce -4.3% | 53,278 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +23.5% | 50,694 | $7.0M |
| Voya Investment Management LLC | 0.01% | Add +345.3% | 48,786 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +51.3% | 48,303 | $6.6M |
| SageView Advisory Group, LLC | 0.28% | Reduce -43.3% | 48,074 | $6.6M |
| Nicollet Investment Management, Inc. | 2.24% | Reduce -2.6% | 46,299 | $6.4M |
| Valmark Advisers, Inc. | 0.08% | Reduce -1.9% | 40,814 | $5.6M |
| National Bank of Canada | 0.01% | Add +300.0% | 40,000 | $5.5M |
| TABR Capital Management, LLC | 5.61% | New | 39,164 | $5.4M |
| ShoreHaven Wealth Partners, LLC | 2.53% | Reduce -0.2% | 38,453 | $5.3M |
| Heck Capital Advisors, LLC | 0.59% | Add +48.0% | 38,006 | $5.2M |
| Veridan Wealth LLC | 2.35% | Add +20.7% | 37,911 | $5.2M |
| Holos Integrated Wealth LLC | 3.35% | Reduce -35.0% | 37,170 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.0% | 32,356 | $4.4M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 30,800 | $4.2M |
| Oxford Financial Group, LTD. LLC | 0.28% | Reduce -3.5% | 29,484 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +22.1% | 28,493 | $3.9M |
| Thoroughbred Financial Services, LLC | 0.23% | Reduce -3.0% | 27,296 | $3.8M |
| Creative Financial Designs Inc. | 0.29% | Add +3.8% | 26,741 | $3.7M |
| Noble Family Wealth, LLC | 1.00% | Reduce -2.0% | 26,502 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +62.3% | 24,731 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +3.2% | 24,564 | $3.4M |
| Waverly Advisors, LLC | 0.04% | Add +2.4% | 24,365 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.9% | 23,649 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.8% | 21,445 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.1% | 19,830 | $2.7M |
| Mason & Associates, LLC | 0.75% | Reduce -10.4% | 19,053 | $2.6M |
| Capital Analysts, LLC | 0.10% | Add +0.5% | 18,816 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -69.3% | 18,753 | $2.6M |
| Grant Street Asset Management, Inc. | 0.62% | Reduce -3.5% | 18,578 | $2.6M |
| Creative Planning | 0.00% | Add +67.7% | 17,962 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -21.7% | 17,253 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.49% | Add +1.3% | 17,045 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 16,520 | $2.3M |
| Compton Wealth Advisory Group, LLC | 0.61% | No change | 16,054 | $2.2M |
| Family Capital Management, Inc. | 1.25% | Reduce -0.5% | 14,778 | $2.0M |
| Legacy Advisory Services, LLC | 1.67% | Reduce -23.6% | 14,435 | $2.0M |
| GeoWealth Management, LLC | 0.08% | Reduce -76.7% | 14,266 | $2.0M |
| Boyd Wealth Management, LLC | 0.95% | Add +33.6% | 13,915 | $1.9M |
| Bison Wealth, LLC | 0.18% | Add +26.0% | 13,797 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +1.1% | 13,453 | $1.8M |
| Leavell Investment Management, Inc. | 0.09% | No change | 13,215 | $1.8M |
| FMR LLC | 0.00% | Add +21.0% | 12,656 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -2.7% | 12,349 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +17.5% | 12,185 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +144.3% | 11,728 | $1.6M |
| Optivise Advisory Services LLC | 0.88% | No change | 11,352 | $1.6M |
| Asset Allocation Strategies LLC | 0.37% | Reduce -26.9% | 10,853 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +9.8% | 10,356 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +44.2% | 8,922 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Reduce -11.4% | 8,827 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.0% | 7,519 | $1.0M |
| Wooster Corthell Wealth Management, Inc. | 0.19% | Add +15.4% | 6,833 | $939K |
| Cozad Asset Management Inc. | 0.09% | Reduce -1.5% | 6,578 | $904K |
| Clear Creek Financial Management, LLC | 0.09% | New | 6,535 | $898K |
| Capital Advisory Group Advisory Services, LLC | 0.34% | Add +0.8% | 6,401 | $880K |
| Fifth Third Securities, Inc. | 0.07% | Add +1.1% | 6,137 | $843K |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $824K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -15.1% | 5,824 | $800K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 5,686 | $781K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -7.2% | 5,417 | $744K |
| PKS Advisory Services, LLC | 0.19% | Reduce -2.9% | 5,030 | $691K |
| McAdam, LLC | 0.04% | Add +83.5% | 4,952 | $680K |
| Forefront Wealth Partners, LLC | 0.46% | Add +47.8% | 4,898 | $673K |
| Andina Capital Management, LLC | 0.45% | Reduce -26.5% | 4,554 | $626K |
| Forum Private Client Group LLC | 0.27% | Add +0.1% | 4,528 | $622K |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 4,519 | $621K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.2% | 4,481 | $616K |
| Orin Green Financial, LLC | 0.27% | New | 4,600 | $581K |
| Efficient Advisors, LLC | 0.04% | Reduce -9.6% | 3,985 | $548K |
| GTS Securities LLC | 0.02% | New | 3,943 | $542K |
| Moneco Advisors, LLC | 0.06% | No change | 3,929 | $540K |
| NFSG Corp | 0.13% | Reduce -18.5% | 3,925 | $539K |
| Quadrant Capital Group LLC | 0.02% | Reduce -32.7% | 3,700 | $508K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -59.7% | 3,564 | $490K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,519 | $484K |
| Renaissance Technologies | 0.00% | Reduce -75.5% | 3,500 | $481K |
| Jane Street Group, LLC | 0.00% | Reduce -64.8% | 3,422 | $470K |
| Focus Partners Wealth | 0.00% | Reduce -16.4% | 3,376 | $464K |
| Ethos Financial Group, LLC | 0.04% | No change | 3,193 | $462K |
| Spirit of America Management Corp. | 0.09% | Reduce -0.4% | 3,255 | $447K |
| Aft, Forsyth & Company, Inc. | 0.23% | Add +0.0% | 3,156 | $434K |
| GenWealth Group, Inc. | 0.09% | No change | 2,962 | $407K |
| Merkkuri Wealth Advisors LLC | 0.35% | Reduce -24.1% | 2,938 | $404K |
| HRT Financial LP | 0.00% | Add +111.5% | 2,940 | $403K |
| Harbour Investments, Inc. | 0.01% | No change | 2,792 | $384K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.3% | 2,731 | $375K |
| Jackson Wealth Management, LLC | 0.05% | Reduce -2.7% | 2,713 | $373K |
| Centaurus Financial, Inc. | 0.02% | Add +5.3% | 2,586 | $355K |
| Alpine Bank Wealth Management | 0.06% | — | 2,500 | $344K |
| Michels Family Financial, LLC | 0.30% | Reduce -0.7% | 2,418 | $332K |
| Toth Financial Advisory Corp. | 0.04% | No change | 2,380 | $327K |
| Kendall Capital Management | 0.10% | No change | 2,353 | $323K |
| Corient Private Wealth LP | 0.00% | Reduce -5.8% | 2,275 | $313K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,255 | $310K |
| Resolute Advisors LLC | 0.09% | Add +0.3% | 2,250 | $309K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 2,220 | $305K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +55.9% | 2,198 | $302K |
| National Wealth Management Group, LLC | 0.19% | Add +11.6% | 2,065 | $284K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,000 | $275K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,906 | $262K |
| Sigma Planning Corp | 0.01% | New | 1,880 | $258K |
| K.J. Harrison & Partners Inc | 0.05% | New | 1,825 | $251K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 1,810 | $249K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -7.5% | 1,805 | $248K |
| Captrust Financial Advisors | 0.00% | No change | 1,801 | $247K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,700 | $234K |
| Apeiron RIA LLC | 0.07% | Add +0.3% | 1,600 | $220K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 1,539 | $212K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,542 | $212K |
| Investors Research Corp | 0.04% | Add +59.4% | 1,481 | $204K |
| IFP Advisors, Inc | 0.01% | Reduce -11.8% | 1,421 | $195K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,327 | $182K |
| Centricity Wealth Management, LLC | 0.16% | No change | 1,320 | $181K |
| Comerica Bank | 0.00% | No change | 971 | $133K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 859 | $124K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 767 | $105K |
| Qube Research & Technologies Ltd | 0.00% | Add +0.3% | 684 | $94K |
| Franklin Resources Inc. | 0.00% | Add +81.3% | 680 | $93K |
| Comprehensive Financial Planning, Inc. | 0.09% | Add +0.1% | 660 | $91K |
| UMB Bank, n.a. | 0.00% | Reduce -15.7% | 640 | $88K |
| First Pacific Financial | 0.02% | Reduce -75.0% | 638 | $88K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 552 | $76K |
| AdvisorNet Financial, Inc | 0.01% | Add +80.7% | 542 | $74K |
| Private Trust Co. NA | 0.01% | No change | 480 | $66K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 456 | $63K |
| Truvestments Capital LLC | 0.01% | No change | 369 | $51K |
| Chilton Capital Management LLC | 0.00% | Reduce -29.4% | 309 | $42K |
| Jones Financial Companies LLLP | 0.00% | No change | 275 | $38K |
| Farther Finance Advisors, LLC | 0.00% | No change | 252 | $35K |
| NewEdge Advisors, LLC | 0.00% | No change | 204 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.4% | 200 | $27K |
| Lanark Financial, Inc. | 0.00% | — | 191 | $26K |
| Assetmark, Inc. | 0.00% | No change | 168 | $23K |
| ESL Trust Services, LLC | 0.01% | Reduce -15.7% | 161 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $21K |
| Nova Wealth Management, Inc. | 0.02% | No change | 140 | $19K |
| Costello Asset Management, INC | 0.01% | New | 130 | $18K |
| Bank of Montreal | 0.00% | Add +0.8% | 127 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 123 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.5% | 96 | $13K |
| AE Wealth Management LLC | 0.00% | Add +13.3% | 85 | $12K |
| LRI Investments, LLC | 0.00% | New | 83 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 56 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | New | 55 | $8K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 35 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -34.3% | 23 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 17 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -51.4% | 17 | $2K |
| 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 | $280 |
| MAI Capital Management | 0.00% | No change | 1 | $93 |
| Cwm, LLC | 0.00% | New | 1 | $0 |
"% 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.