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

050100150200250 Q1 2024: 144Q1 2024Q2 2024: 159Q2 2024Q3 2024: 160Q3 2024Q4 2024: 187Q4 2024Q1 2025: 189Q1 2025Q2 2025: 200Q2 2025Q3 2025: 203Q3 2025Q4 2025: 221Q4 2025Q1 2026: 227Q1 2026Q2 2026: 235Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions20$56.6M
Exits13$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
McAdam, LLC 0.05% Reduce -16.3% 6,151 $1.0M
Aureus Asset Management, LLC 0.07% No change 6,000 $1.0M
Granite Islands Private Wealth, LLC 0.94% — 5,953 $1.0M
Citadel Advisors 0.00% Add +167.0% 5,884 $1.0M
Vise Technologies, Inc. 0.02% New 5,554 $948K
Summit Financial, LLC 0.01% Reduce -1.3% 5,549 $947K
MAI Capital Management 0.01% No change 5,501 $939K
Cahaba Wealth Management, Inc. 0.06% Reduce -2.8% 5,268 $899K
Farther Finance Advisors, LLC 0.01% Add +11562.2% 5,248 $895K
PKS Advisory Services, LLC 0.18% Add +2.0% 4,748 $810K
Flagship Harbor Advisors, LLC 0.04% Reduce -4.4% 4,561 $778K
Forum Private Client Group LLC 0.26% Reduce -1.6% 4,485 $765K
Breakwater Capital Group 0.10% Add +23.9% 4,374 $746K
Stokes Family Office, LLC 0.07% New 4,330 $739K
Stone Wealth Partners 0.65% — 4,299 $734K
Northern Trust Corp. 0.00% Reduce -1.8% 4,187 $714K
Clear Creek Financial Management, LLC 0.05% Reduce -1.3% 3,932 $671K
Moneco Advisors, LLC 0.05% Add +0.0% 3,930 $671K
Efficient Advisors, LLC 0.04% Reduce -2.2% 3,686 $629K
Capital Advisory Group Advisory Services, LLC 0.18% Reduce -0.9% 3,575 $610K
Kestra Private Wealth Services, LLC 0.01% New 3,562 $608K
Anchor Investment Management, LLC 0.05% No change 3,519 $600K
Concurrent Investment Advisors, LLC 0.01% Add +0.5% 3,352 $572K
NFSG Corp 0.09% Reduce -0.4% 3,343 $570K
Sanctuary Advisors, LLC 0.00% Reduce -4.6% 3,247 $554K
Aft, Forsyth & Company, Inc. 0.23% Add +0.0% 3,159 $539K
Captrust Financial Advisors 0.00% Add +75.2% 3,156 $539K
Centaurus Financial, Inc. 0.02% Add +3.5% 3,067 $523K
Bank of New York Mellon Corp 0.00% Add +6.8% 3,054 $521K
Investors Research Corp 0.09% Add +10.4% 3,036 $518K
Corient Private Wealth LP 0.00% Add +82.2% 3,000 $512K
Stronghold Wealth Management L.L.C. 0.75% — 2,959 $505K
Geneos Wealth Management Inc. 0.01% Reduce -3.8% 2,790 $476K
Ethos Financial Group, LLC 0.03% Add +0.0% 2,745 $468K
DAVENPORT & Co LLC 0.00% Add +3.0% 2,695 $460K
GTS Securities LLC 0.01% Add +69.4% 2,550 $435K
Jackson Wealth Management, LLC 0.04% Add +4.9% 2,535 $433K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +32.2% 2,537 $433K
Andina Capital Management, LLC 0.26% Add +0.4% 2,529 $432K
Alpine Bank Wealth Management 0.06% No change 2,500 $427K
Secure Asset Management, LLC 0.07% Add +11.7% 2,468 $421K
Gladstone Institutional Advisory LLC 0.02% Add +26.3% 2,447 $418K
Michels Family Financial, LLC 0.29% Reduce -0.1% 2,337 $399K
Kendall Capital Management 0.08% Add +15.1% 2,290 $391K
Resolute Advisors LLC 0.13% Add +0.3% 2,267 $387K
Bouchey Financial Group, Ltd. 0.03% Reduce -1.1% 2,229 $380K
J.W. Cole Advisors, Inc. 0.01% Add +0.1% 2,213 $378K
Arbor Wealth Management LLC\AZ 0.28% — 2,142 $366K
GenWealth Group, Inc. 0.06% No change 2,004 $346K
Toth Financial Advisory Corp. 0.04% Reduce -16.0% 2,000 $341K
Capital Investment Advisory Services, LLC 0.02% No change 2,000 $341K
Cornerstone Wealth Management, LLC 0.02% No change 1,805 $308K
Spirit of America Management Corp. 0.06% Reduce -41.9% 1,732 $299K
Orin Green Financial, LLC 0.12% No change 1,750 $299K
Moneta Group Investment Advisors LLC 0.00% No change 1,707 $291K
Yanni & Associates Investment Advisors, LLC 0.29% — 1,676 $286K
NWF Advisory Services Inc. 0.03% Reduce -8.8% 1,656 $283K
Octavia Wealth Advisors, LLC 0.02% Reduce -3.4% 1,496 $255K
NTV Asset Management LLC 0.03% Reduce -9.5% 1,487 $254K
Crumly & Associates Inc. 0.05% No change 1,466 $250K
TruWealth Advisors, LLC 0.01% No change 1,453 $248K
Merkkuri Wealth Advisors LLC 0.16% Reduce -17.5% 1,354 $231K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.7% 1,314 $224K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.9% 1,264 $216K
Kelly Financial Services LLC 0.05% New 1,224 $209K
Iowa State Bank 0.04% No change 1,222 $209K
Orca Investment Management, LLC 0.16% Reduce -2.4% 1,214 $207K
Juncture Wealth Strategies, LLC 0.07% New 1,177 $201K
Comerica Bank 0.00% Add +22.3% 1,175 $200K
Rockefeller Capital Management L.P. 0.00% No change 1,000 $171K
Howe & Rusling Inc. 0.01% New 919 $157K
Qube Research & Technologies Ltd 0.00% Add +43.2% 912 $156K
Jones Financial Companies LLLP 0.00% Add +40.8% 776 $132K
MassMutual Private Wealth & Trust, FSB 0.00% No change 767 $131K
Citigroup Inc. 0.00% Reduce -80.5% 718 $123K
Comprehensive Financial Planning, Inc. 0.08% Add +0.1% 683 $117K
Franklin Resources Inc. 0.00% No change 680 $116K
Assetmark, Inc. 0.00% No change 654 $112K
Harbour Investments, Inc. 0.00% No change 646 $110K
UMB Bank, n.a. 0.00% No change 640 $109K
Pinnacle Bancorp, Inc. 0.03% No change 537 $92K
First Pacific Financial 0.01% Reduce -8.8% 531 $91K
AdvisorNet Financial, Inc 0.00% Reduce -5.2% 508 $87K
Private Trust Co. NA 0.01% No change 480 $82K
Covestor Ltd 0.04% New 413 $71K
BlackRock, Inc. 0.00% No change 397 $68K
Blue Bell Private Wealth Management, LLC 0.01% No change 364 $62K
Atlantic Union Bankshares Corp 0.00% No change 336 $57K
IFP Advisors, Inc 0.00% Reduce -10.6% 319 $54K
US Bancorp \de 0.00% No change 292 $50K
Allworth Financial LP 0.00% Add +0.4% 282 $48K
AE Wealth Management LLC 0.00% No change 244 $42K
NewEdge Advisors, LLC 0.00% Reduce -41.6% 230 $39K
Garton & Associates Financial Advisors LLC 0.02% — 194 $33K
Federation des caisses Desjardins du Quebec 0.00% Reduce -13.5% 173 $30K
ESL Trust Services, LLC 0.01% No change 161 $27K
HHM Wealth Advisors, LLC 0.00% No change 150 $26K
Godfrey Financial Associates, Inc. 0.02% — 140 $24K
Nova Wealth Management, Inc. 0.02% No change 140 $24K
Blair William & Co. 0.00% New 140 $24K
Costello Asset Management, INC 0.01% No change 131 $22K
Bank of Montreal 0.00% No change 127 $22K
O'shaughnessy Asset Management, LLC 0.00% No change 123 $21K
Trust Co. of Vermont 0.00% No change 100 $17K
LRI Investments, LLC 0.00% No change 83 $14K
National Bank of Canada 0.00% New 69 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 69 $12K
Larson Financial Group LLC 0.00% No change 56 $10K
EverSource Wealth Advisors, LLC 0.00% No change 56 $10K
Elevated Capital Advisors, LLC 0.00% New 46 $8K
Russell Investments Group, Ltd. 0.00% Add +26.5% 43 $7K
CIBC Private Wealth Group LLC 0.00% New 42 $7K
MidAtlantic Capital Management, Inc. 0.00% New 29 $5K
Global Retirement Partners, LLC 0.00% New 29 $5K
Wilmington Savings Fund Society, FSB 0.00% No change 23 $4K
Sterling Capital Management LLC 0.00% No change 17 $3K
Signaturefd, LLC 0.00% No change 14 $2K
Aptus Capital Advisors, LLC 0.00% No change 13 $2K
Keating Financial Advisory Services, Inc. 0.00% — 9 $2K
Ankerstar Wealth, LLC 0.00% — 2 $341
Lloyd Advisory Services, LLC. 0.00% New 1 $184

"% 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.