iShares Russell Top 200 ETFIWLETF
13F holders, Q2 2025 (June 30)200holders +11
22new positions
12sold out
1famous investor
$152.78avg. 13F price*
At the end of Q2 2025, 200 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 11 from Q1 2025. 22 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($105.8M), Bank of America Corp. ($94.3M) and Tompkins Financial Corp. ($84.8M). One famous investor held it 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $58.2M |
| Exits | 12 | $49.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,143,027 shares bought and 1,023,344 shares sold, net +119,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Morgan Stanley | 0.01% | Reduce -0.1% | 690,954 | $105.8M |
| Bank of America Corp. | 0.01% | Add +5.0% | 615,837 | $94.3M |
| Tompkins Financial Corp. | 7.80% | Reduce -4.0% | 553,806 | $84.8M |
| Gilbert & Cook, Inc. | 11.00% | Add +2.9% | 531,477 | $81.4M |
| Richmond Investment Services, LLC | 12.18% | Add +104.0% | 376,570 | $57.7M |
| Ameriprise Financial Inc. | 0.01% | Add +2.7% | 359,193 | $54.8M |
| Lido Advisors, LLC | 0.25% | Add +0.6% | 309,665 | $47.4M |
| LPL Financial LLC | 0.01% | Reduce -7.5% | 265,185 | $40.6M |
| FreeGulliver LLC | 16.92% | Add +8.9% | 239,874 | $36.7M |
| McKinley Carter Wealth Services, Inc. | 1.76% | Reduce -3.6% | 207,352 | $31.7M |
| Reliant Wealth Planning | 12.23% | Add +9.7% | 204,525 | $31.3M |
| Heck Capital Advisors, LLC | 2.69% | Add +437.0% | 204,097 | $31.3M |
| Searcy Financial Services Inc. | 11.14% | New | 179,041 | $27.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 172,008 | $26.3M |
| George Kaiser Family Foundation | 2.97% | Add +48.1% | 134,450 | $20.6M |
| Prescott Group Capital Management, L.L.C. | 2.43% | Add +48.1% | 134,450 | $20.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.8% | 126,428 | $19.4M |
| Royal Bank of Canada | 0.00% | Reduce -19.8% | 121,728 | $18.6M |
| Equitable Holdings, Inc. | 0.13% | Reduce -59.3% | 102,991 | $15.8M |
| KM Capital Management Ltd. | 7.56% | Add +0.1% | 100,108 | $15.3M |
| Manchester Financial Inc. | 3.05% | Add +70.8% | 95,073 | $14.6M |
| Composition Wealth, LLC | 0.24% | New | 93,461 | $14.3M |
| Woodard & Co. Asset Management Group Inc. | 2.61% | Add +0.2% | 92,960 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +23.3% | 85,163 | $13.0M |
| Dohj, LLC | 3.56% | Reduce -50.9% | 93,113 | $12.3M |
| WFA Asset Management Corp | 6.93% | Reduce -2.4% | 91,536 | $12.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.3% | 77,744 | $11.9M |
| Arcadia Investment Advisors LLC | 5.90% | Add +1.3% | 74,353 | $11.4M |
| Voya Investment Management LLC | 0.01% | Add +50.6% | 73,466 | $11.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +0.5% | 62,014 | $9.5M |
| First Citizens Bank & Trust Co. | 0.17% | Add +0.5% | 62,014 | $9.5M |
| Osaic Holdings, Inc. | 0.02% | Add +212.6% | 58,623 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +2.7% | 55,278 | $8.5M |
| UBS Group AG | 0.00% | Reduce -15.5% | 54,587 | $8.4M |
| Strategic Equity Management | 2.67% | Reduce -11.1% | 47,353 | $7.3M |
| Nicollet Investment Management, Inc. | 2.28% | Reduce -3.8% | 44,558 | $6.8M |
| Two Sigma Investments, LP | 0.01% | New | 40,600 | $6.2M |
| SageView Advisory Group, LLC | 0.23% | Reduce -21.1% | 37,925 | $6.0M |
| ShoreHaven Wealth Partners, LLC | 2.41% | Reduce -0.1% | 38,418 | $5.9M |
| Holos Integrated Wealth LLC | 3.53% | Reduce -0.3% | 37,077 | $5.9M |
| Cresset Asset Management, LLC | 0.03% | Add +34.2% | 33,181 | $5.9M |
| Merit Financial Group, LLC | 0.06% | Reduce -48.8% | 37,914 | $5.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +923.2% | 36,466 | $5.6M |
| Oxford Financial Group, LTD. LLC | 0.27% | Reduce -0.8% | 29,252 | $4.5M |
| Valmark Advisers, Inc. | 0.06% | Reduce -28.4% | 29,227 | $4.5M |
| Waverly Advisors, LLC | 0.05% | Add +11.6% | 27,186 | $4.2M |
| Noble Family Wealth, LLC | 0.95% | Reduce -4.6% | 25,277 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +2.0% | 25,052 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.27% | Reduce -9.2% | 24,788 | $3.8M |
| Creative Financial Designs Inc. | 0.27% | Reduce -8.6% | 24,455 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.2% | 24,156 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -52.8% | 23,912 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.5% | 23,773 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.9% | 22,694 | $3.5M |
| Grant Street Asset Management, Inc. | 0.76% | Add +18.6% | 22,043 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.59% | Add +23.6% | 21,072 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.5% | 19,734 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.7% | 19,588 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -84.4% | 19,554 | $3.0M |
| Capital Analysts, LLC | 0.10% | Add +2.9% | 19,353 | $3.0M |
| Mason & Associates, LLC | 0.73% | Reduce -0.3% | 18,986 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +8.8% | 18,773 | $2.9M |
| Mariner, LLC | 0.00% | Add +13.4% | 18,738 | $2.9M |
| Creative Planning | 0.00% | Reduce -0.6% | 17,856 | $2.7M |
| Bank of Nova Scotia | 0.01% | New | 17,000 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.3% | 16,757 | $2.6M |
| Boyd Wealth Management, LLC | 1.02% | Add +10.0% | 15,310 | $2.3M |
| Family Capital Management, Inc. | 1.18% | Reduce -0.4% | 14,716 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +20.4% | 14,670 | $2.2M |
| Leavell Investment Management, Inc. | 0.10% | Add +9.8% | 14,505 | $2.2M |
| Legacy Advisory Services, LLC | 1.73% | Reduce -1.2% | 14,267 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.3% | 14,229 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -35.4% | 13,855 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +3.5% | 13,919 | $2.1M |
| Bison Wealth, LLC | 0.17% | Reduce -1.2% | 13,635 | $2.1M |
| FMR LLC | 0.00% | Add +5.7% | 13,375 | $2.0M |
| Compton Wealth Advisory Group, LLC | 0.50% | Reduce -19.7% | 12,897 | $2.0M |
| GTS Securities LLC | 0.08% | Add +213.5% | 12,360 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +12.7% | 11,670 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.3% | 11,457 | $1.8M |
| Optivise Advisory Services LLC | 0.87% | Reduce -1.7% | 11,158 | $1.7M |
| Citadel Advisors | 0.00% | New | 10,492 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -15.2% | 10,467 | $1.6M |
| Asset Allocation Strategies LLC | 0.31% | Reduce -16.4% | 9,075 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +0.9% | 9,000 | $1.4M |
| Silver Oak Securities, Incorporated | 0.11% | New | 8,773 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Reduce -2.9% | 8,575 | $1.3M |
| Wooster Corthell Wealth Management, Inc. | 0.24% | Add +21.9% | 8,331 | $1.3M |
| McAdam, LLC | 0.07% | Add +59.0% | 7,875 | $1.2M |
| Hershey Financial Advisers, LLC | 1.07% | — | 7,783 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 7,334 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 7,019 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Add +3.6% | 6,814 | $1.0M |
| Cwm, LLC | 0.00% | Add +673400.0% | 6,735 | $1.0M |
| Fifth Third Securities, Inc. | 0.08% | Add +7.0% | 6,564 | $1.0M |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $919K |
| Forefront Wealth Partners, LLC | 0.60% | Add +20.4% | 5,895 | $875K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 5,689 | $871K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -2.8% | 5,659 | $867K |
| MAI Capital Management | 0.01% | Add +550000.0% | 5,501 | $842K |
"% 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.