iShares Russell Top 200 ETFIWLETF
13F holders, Q3 2025 (September 30)203holders +3
20new positions
14sold out
1famous investor
$165.77avg. 13F price*
At the end of Q3 2025, 203 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 3 from Q2 2025. 20 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($113.5M), Bank of America Corp. ($103.4M) and Tompkins Financial Corp. ($91.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.9M |
| Exits | 14 | $7.9M |
All 13F filers, Q2 2025 → Q3 2025: 308,831 shares bought and 329,410 shares sold, net −20,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Morgan Stanley | 0.01% | Reduce -1.1% | 683,255 | $113.5M |
| Bank of America Corp. | 0.01% | Add +1.1% | 622,338 | $103.4M |
| Tompkins Financial Corp. | 7.68% | Reduce -0.2% | 552,851 | $91.8M |
| Gilbert & Cook, Inc. | 11.00% | Reduce -3.0% | 515,613 | $85.6M |
| Richmond Investment Services, LLC | 11.93% | Add +2.5% | 386,012 | $64.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 358,132 | $59.5M |
| Lido Advisors, LLC | 0.23% | Add +7.5% | 332,966 | $55.3M |
| LPL Financial LLC | 0.01% | Reduce -1.5% | 261,275 | $43.4M |
| FreeGulliver LLC | 17.97% | Add +0.6% | 241,260 | $40.1M |
| Heck Capital Advisors, LLC | 2.62% | Reduce -0.1% | 203,807 | $33.9M |
| Reliant Wealth Planning | 10.85% | Reduce -1.4% | 201,622 | $33.5M |
| Searcy Financial Services Inc. | 11.27% | Reduce -0.3% | 178,486 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 162,352 | $27.0M |
| Royal Bank of Canada | 0.00% | Add +19.3% | 145,191 | $24.1M |
| McKinley Carter Wealth Services, Inc. | 1.19% | Reduce -34.5% | 135,879 | $22.6M |
| George Kaiser Family Foundation | 3.13% | No change | 134,450 | $22.3M |
| Prescott Group Capital Management, L.L.C. | 2.35% | No change | 134,450 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.2% | 126,177 | $21.0M |
| Manchester Financial Inc. | 3.87% | Add +22.3% | 116,313 | $19.3M |
| Equitable Holdings, Inc. | 0.13% | Add +0.1% | 103,084 | $17.1M |
| Woodard & Co. Asset Management Group Inc. | 2.48% | Reduce -1.2% | 91,844 | $15.3M |
| KM Capital Management Ltd. | 6.95% | Reduce -9.6% | 90,509 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.2% | 86,161 | $14.3M |
| Composition Wealth, LLC | 0.21% | Reduce -9.8% | 84,352 | $14.0M |
| WFA Asset Management Corp | 6.87% | Reduce -1.6% | 90,048 | $12.6M |
| UBS Group AG | 0.00% | Add +34.3% | 73,288 | $12.2M |
| Arcadia Investment Advisors LLC | 5.91% | Reduce -1.6% | 73,199 | $12.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.3% | 70,530 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +158.2% | 61,383 | $10.2M |
| First Citizens Bank & Trust Co. | 0.21% | Reduce -5.1% | 58,874 | $9.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -5.8% | 58,395 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 57,319 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.8% | 53,467 | $8.8M |
| Nicollet Investment Management, Inc. | 2.58% | Add +6.7% | 47,557 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +117.0% | 42,816 | $7.1M |
| Merit Financial Group, LLC | 0.06% | Add +7.3% | 40,686 | $6.8M |
| Voya Investment Management LLC | 0.01% | Reduce -45.1% | 40,347 | $6.7M |
| Strategic Equity Management | 2.47% | Reduce -15.4% | 40,061 | $6.7M |
| ShoreHaven Wealth Partners, LLC | 2.36% | Reduce -0.2% | 38,352 | $6.4M |
| SageView Advisory Group, LLC | 0.22% | Add +0.0% | 37,926 | $6.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3.3% | 37,663 | $6.3M |
| Holos Integrated Wealth LLC | 3.56% | Add +0.1% | 37,118 | $6.1M |
| Veridan Wealth LLC | 2.07% | — | 36,218 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +40.8% | 33,668 | $5.6M |
| Waverly Advisors, LLC | 0.05% | Add +8.7% | 29,549 | $4.9M |
| Oxford Financial Group, LTD. LLC | 0.27% | No change | 29,252 | $4.9M |
| Valmark Advisers, Inc. | 0.06% | Reduce -5.1% | 27,735 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +62.6% | 27,254 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +34.1% | 26,218 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.7% | 25,052 | $4.2M |
| Noble Family Wealth, LLC | 0.91% | Reduce -1.3% | 24,961 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.6% | 24,913 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -25.5% | 24,731 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.25% | Reduce -1.2% | 24,492 | $4.1M |
| Creative Financial Designs Inc. | 0.27% | Reduce -1.8% | 24,013 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +56.6% | 22,974 | $3.8M |
| Grant Street Asset Management, Inc. | 0.76% | Reduce -1.5% | 21,718 | $3.6M |
| Capital Analysts, LLC | 0.10% | Add +2.8% | 19,885 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.53% | Reduce -6.3% | 19,754 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.7% | 19,575 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +2.9% | 19,309 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +80.3% | 18,868 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +821.9% | 17,967 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -1.8% | 18,400 | $3.1M |
| Creative Planning | 0.00% | Add +0.2% | 17,889 | $3.0M |
| Mason & Associates, LLC | 0.73% | No change | 18,986 | $2.9M |
| Bank of Nova Scotia | 0.01% | No change | 17,000 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -60.8% | 15,900 | $2.6M |
| Family Capital Management, Inc. | 1.17% | Add +0.0% | 14,718 | $2.4M |
| Leavell Investment Management, Inc. | 0.10% | Add +0.9% | 14,640 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Add +0.5% | 14,295 | $2.4M |
| Legacy Advisory Services, LLC | 1.79% | Add +0.1% | 14,287 | $2.4M |
| Boyd Wealth Management, LLC | 1.01% | Reduce -7.9% | 14,097 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.4% | 14,019 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.6% | 13,637 | $2.3M |
| FMR LLC | 0.00% | Reduce -3.1% | 12,957 | $2.2M |
| Compton Wealth Advisory Group, LLC | 0.50% | No change | 12,897 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -8.6% | 12,716 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 11,787 | $2.0M |
| Win Advisors, Inc. | 0.92% | New | 11,399 | $1.9M |
| Patten & Patten Inc. | 0.10% | New | 9,909 | $1.6M |
| Forefront Wealth Partners, LLC | 0.40% | Add +63.2% | 9,621 | $1.6M |
| Principal Securities, Inc. | 0.02% | Reduce -2.7% | 8,755 | $1.5M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -3.8% | 8,438 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -1.6% | 8,435 | $1.4M |
| Fifth Third Securities, Inc. | 0.09% | Add +24.2% | 8,150 | $1.4M |
| McAdam, LLC | 0.06% | Reduce -6.7% | 7,349 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 7,260 | $1.2M |
| Procyon Advisors, LLC | 0.07% | New | 7,161 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Add +1.0% | 6,881 | $1.1M |
| Asset Allocation Strategies LLC | 0.22% | Reduce -25.2% | 6,791 | $1.1M |
| Cwm, LLC | 0.00% | No change | 6,735 | $1.1M |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $997K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.3% | 5,992 | $995K |
| Focus Partners Wealth | 0.00% | Add +64.4% | 5,765 | $958K |
| Summit Financial, LLC | 0.01% | New | 5,624 | $934K |
| MAI Capital Management | 0.01% | No change | 5,501 | $914K |
| Cahaba Wealth Management, Inc. | 0.07% | Add +0.0% | 5,419 | $900K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.7% | 4,772 | $793K |
| PKS Advisory Services, LLC | 0.18% | Reduce -3.6% | 4,653 | $775K |
"% 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.