iShares Russell Top 200 ETFIWLETF
13F holders, Q4 2025 (December 31)221holders +18
20new positions
13sold out
1famous investor
$170.61avg. 13F price*
At the end of Q4 2025, 221 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 18 from Q3 2025. 20 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($124.3M), Bank of America Corp. ($116.8M) and Tompkins Financial Corp. ($97.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $56.6M |
| Exits | 13 | $7.9M |
All 13F filers, Q3 2025 → Q4 2025: 629,604 shares bought and 222,544 shares sold, net +407,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Morgan Stanley | 0.01% | Add +6.7% | 728,697 | $124.3M |
| Bank of America Corp. | 0.01% | Add +10.0% | 684,447 | $116.8M |
| Tompkins Financial Corp. | 7.58% | Add +3.3% | 571,143 | $97.5M |
| Gilbert & Cook, Inc. | 10.92% | Reduce -1.2% | 509,259 | $86.9M |
| Richmond Investment Services, LLC | 11.69% | Add +2.7% | 396,436 | $67.6M |
| Lido Advisors, LLC | 0.26% | Add +14.8% | 382,370 | $65.2M |
| Ameriprise Financial Inc. | 0.01% | Add +2.5% | 366,923 | $62.6M |
| LPL Financial LLC | 0.01% | Add +8.5% | 283,567 | $48.4M |
| FreeGulliver LLC | 16.72% | Reduce -9.1% | 219,255 | $37.4M |
| Heck Capital Advisors, LLC | 2.60% | Add +0.4% | 204,621 | $34.9M |
| Reliant Wealth Planning | 10.62% | Reduce -1.2% | 199,143 | $34.0M |
| Searcy Financial Services Inc. | 11.26% | Reduce -0.3% | 177,992 | $30.4M |
| Commerce Bank | 0.16% | New | 173,607 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 156,027 | $26.6M |
| George Kaiser Family Foundation | 3.07% | No change | 134,450 | $22.9M |
| Prescott Group Capital Management, L.L.C. | 2.13% | No change | 134,450 | $22.9M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 133,395 | $22.8M |
| McKinley Carter Wealth Services, Inc. | 1.23% | Reduce -4.9% | 129,261 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.2% | 123,432 | $21.1M |
| Manchester Financial Inc. | 3.78% | Add +1.9% | 118,491 | $20.2M |
| Equitable Holdings, Inc. | 0.12% | Reduce -0.8% | 102,214 | $17.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.5% | 99,550 | $17.0M |
| Composition Wealth, LLC | 0.20% | Reduce -2.8% | 82,008 | $14.0M |
| KM Capital Management Ltd. | 6.78% | Reduce -14.1% | 77,787 | $13.3M |
| Annex Advisory Services, LLC | 0.25% | New | 75,809 | $12.9M |
| Woodard & Co. Asset Management Group Inc. | 1.98% | Reduce -20.0% | 73,440 | $12.5M |
| Arcadia Investment Advisors LLC | 5.75% | Reduce -1.0% | 72,435 | $12.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 69,063 | $11.8M |
| UBS Group AG | 0.00% | Reduce -6.7% | 68,400 | $11.7M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 58,440 | $10.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.5% | 56,328 | $9.6M |
| First Citizens Bank & Trust Co. | 0.20% | Reduce -4.3% | 56,328 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.3% | 55,668 | $9.5M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +22.1% | 52,300 | $8.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 52,128 | $8.9M |
| Capital Developers, LLC | 7.72% | — | 50,501 | $8.6M |
| Nicollet Investment Management, Inc. | 2.57% | Add +0.2% | 47,632 | $8.1M |
| Voya Investment Management LLC | 0.01% | Add +3.2% | 41,633 | $7.1M |
| Merit Financial Group, LLC | 0.06% | Add +2.0% | 41,493 | $7.1M |
| ShoreHaven Wealth Partners, LLC | 2.35% | Reduce -0.1% | 38,310 | $6.5M |
| Integrated Wealth Concepts LLC | 0.08% | Add +1.2% | 38,109 | $6.5M |
| Strategic Equity Management | 2.15% | Reduce -7.3% | 37,156 | $6.3M |
| SageView Advisory Group, LLC | 0.21% | Reduce -2.2% | 37,099 | $6.3M |
| Veridan Wealth LLC | 2.08% | Add +0.1% | 36,259 | $6.2M |
| Holos Integrated Wealth LLC | 3.40% | Reduce -4.0% | 35,641 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +4.8% | 35,268 | $6.0M |
| First American Trust, FSB | 0.37% | New | 31,762 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +25.6% | 31,458 | $5.4M |
| Waverly Advisors, LLC | 0.04% | Add +6.2% | 31,394 | $5.4M |
| Oxford Financial Group, LTD. LLC | 0.27% | No change | 29,252 | $5.0M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.1% | 27,713 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +4.0% | 25,916 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +4.2% | 25,529 | $4.4M |
| Cresset Asset Management, LLC | 0.02% | No change | 24,731 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 22,940 | $3.9M |
| Grant Street Asset Management, Inc. | 0.77% | Add +3.1% | 22,382 | $3.8M |
| Noble Family Wealth, LLC | 0.79% | Reduce -11.8% | 22,007 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +14.4% | 21,585 | $3.7M |
| Creative Financial Designs Inc. | 0.22% | Reduce -13.3% | 20,807 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 20,167 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.9% | 19,141 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.54% | Reduce -3.4% | 19,078 | $3.3M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 18,352 | $3.1M |
| Capital Analysts, LLC | 0.09% | Reduce -7.7% | 18,350 | $3.1M |
| Mason & Associates, LLC | 0.70% | Reduce -4.8% | 18,065 | $3.1M |
| Creative Planning | 0.00% | No change | 17,889 | $3.1M |
| Redstone Wealth Management, LLC | 2.10% | — | 15,550 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +152.4% | 15,125 | $2.6M |
| Family Capital Management, Inc. | 1.12% | Reduce -0.0% | 14,715 | $2.5M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -0.1% | 14,624 | $2.5M |
| Legacy Advisory Services, LLC | 1.83% | Add +0.1% | 14,295 | $2.4M |
| Boyd Wealth Management, LLC | 1.02% | Reduce -0.0% | 14,093 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -2.8% | 13,892 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -24.4% | 13,577 | $2.3M |
| Winter & Associates, Inc. | 2.10% | — | 13,344 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +3.9% | 13,210 | $2.3M |
| Silver Oak Securities, Incorporated | 0.15% | Add +53.7% | 12,968 | $2.2M |
| Bokf, NA | 0.03% | New | 13,045 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.4% | 13,000 | $2.2M |
| Compton Wealth Advisory Group, LLC | 0.48% | No change | 12,897 | $2.2M |
| FMR LLC | 0.00% | Reduce -1.5% | 12,765 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.7% | 12,173 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.1% | 11,688 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 11,574 | $2.0M |
| Bison Wealth, LLC | 0.22% | New | 12,074 | $1.9M |
| Win Advisors, Inc. | 0.81% | Reduce -1.6% | 11,217 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.6% | 10,993 | $1.9M |
| Forefront Wealth Partners, LLC | 0.87% | Add +11.6% | 10,738 | $1.8M |
| Patten & Patten Inc. | 0.10% | No change | 9,909 | $1.7M |
| Moneywise, Inc. | 0.60% | New | 8,425 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | Reduce -2.5% | 8,223 | $1.4M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -2.2% | 7,968 | $1.4M |
| Principal Securities, Inc. | 0.02% | Reduce -9.3% | 7,936 | $1.4M |
| Cozad Asset Management Inc. | 0.10% | Add +11.5% | 7,673 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +5.6% | 7,667 | $1.3M |
| Cwm, LLC | 0.00% | Add +6.7% | 7,188 | $1.2M |
| Procyon Advisors, LLC | 0.06% | Reduce -0.5% | 7,127 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +23.4% | 7,115 | $1.2M |
| Asset Allocation Strategies LLC | 0.20% | Reduce -7.3% | 6,295 | $1.1M |
| Expressive Wealth LLC | 1.13% | — | 6,155 | $1.1M |
"% 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.