iShares Russell Top 200 ETFIWLETF
13F holders, Q1 2026 (March 31)227holders +6
27new positions
19sold out
1famous investor
$160.58avg. 13F price*
At the end of Q1 2026, 227 institutions reported holding iShares Russell Top 200 ETF (IWL) in their 13F filings, up 6 from Q4 2025. 27 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($112.3M), Bank of America Corp. ($101.7M) and Gilbert & Cook, Inc. ($82.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $17.0M |
| Exits | 19 | $20.6M |
All 13F filers, Q4 2025 → Q1 2026: 746,660 shares bought and 509,592 shares sold, net +237,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Morgan Stanley | 0.01% | Reduce -4.0% | 699,949 | $112.3M |
| Bank of America Corp. | 0.01% | Reduce -7.4% | 633,514 | $101.7M |
| Gilbert & Cook, Inc. | 10.70% | Add +1.4% | 516,367 | $82.9M |
| Tompkins Financial Corp. | 6.38% | Reduce -12.7% | 498,861 | $80.1M |
| Richmond Investment Services, LLC | 10.63% | Add +3.4% | 409,892 | $65.8M |
| LPL Financial LLC | 0.02% | Add +33.2% | 377,756 | $60.6M |
| Lido Advisors, LLC | 0.24% | Reduce -2.9% | 371,412 | $59.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.6% | 353,515 | $56.8M |
| Commerce Bank | 0.27% | Add +103.6% | 353,487 | $56.7M |
| FreeGulliver LLC | 14.60% | Reduce -1.6% | 215,824 | $34.6M |
| Reliant Wealth Planning | 10.04% | Add +3.9% | 206,913 | $33.2M |
| Heck Capital Advisors, LLC | 2.44% | No change | 204,621 | $32.8M |
| Searcy Financial Services Inc. | 10.83% | Add +2.3% | 182,040 | $29.2M |
| JPMorgan Chase & Co. | 0.00% | Add +17.4% | 183,116 | $28.6M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 155,762 | $25.0M |
| George Kaiser Family Foundation | 2.44% | No change | 134,450 | $21.6M |
| Prescott Group Capital Management, L.L.C. | 2.15% | No change | 134,450 | $21.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +4.4% | 128,885 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +27.6% | 127,037 | $20.4M |
| Manchester Financial Inc. | 3.68% | Add +0.9% | 119,611 | $19.2M |
| Equitable Holdings, Inc. | 0.11% | Reduce -4.1% | 98,015 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Add +72.2% | 89,771 | $14.4M |
| Annex Advisory Services, LLC | 0.22% | Reduce -2.3% | 74,071 | $11.9M |
| Woodard & Co. Asset Management Group Inc. | 1.87% | Reduce -0.7% | 72,924 | $11.7M |
| Arcadia Investment Advisors LLC | 5.51% | Add +0.4% | 72,707 | $11.7M |
| UBS Group AG | 0.00% | Add +3.4% | 70,734 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 68,402 | $11.0M |
| Composition Wealth, LLC | 0.15% | Reduce -19.1% | 66,330 | $10.7M |
| Two Sigma Investments, LP | 0.01% | New | 64,000 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 59,028 | $9.5M |
| McKinley Carter Wealth Services, Inc. | 0.54% | Reduce -55.3% | 57,791 | $9.3M |
| First Citizens Bank & Trust Co. | 0.19% | Add +0.7% | 56,693 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +0.7% | 56,693 | $9.1M |
| Creative Planning | 0.01% | Add +205.3% | 54,616 | $8.8M |
| Citadel Advisors | 0.01% | Add +787.2% | 52,205 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -2.9% | 50,794 | $8.2M |
| Capital Developers, LLC | 7.23% | Reduce -1.0% | 50,010 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +316.8% | 48,717 | $7.8M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.6% | 41,250 | $6.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +7.6% | 41,008 | $6.6M |
| Nicollet Investment Management, Inc. | 2.21% | Reduce -15.4% | 40,299 | $6.5M |
| ShoreHaven Wealth Partners, LLC | 2.26% | Add +2.4% | 39,211 | $6.3M |
| Veridan Wealth LLC | 2.21% | Add +0.8% | 36,558 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +3.2% | 36,383 | $5.8M |
| SageView Advisory Group, LLC | 0.21% | Reduce -2.9% | 36,014 | $5.8M |
| Strategic Equity Management | 2.11% | Reduce -5.9% | 34,978 | $5.6M |
| Holos Integrated Wealth LLC | 2.71% | Reduce -7.6% | 32,922 | $5.4M |
| Waverly Advisors, LLC | 0.04% | Add +6.2% | 33,336 | $5.3M |
| Thoroughbred Financial Services, LLC | 0.32% | Add +29.8% | 33,124 | $5.3M |
| First American Trust, FSB | 0.36% | Add +4.2% | 33,094 | $5.3M |
| Voya Investment Management LLC | 0.01% | Reduce -22.0% | 32,460 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.7% | 30,306 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +29.9% | 29,801 | $4.8M |
| Oxford Financial Group, LTD. LLC | 0.25% | Reduce -0.5% | 29,110 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.1% | 28,356 | $4.6M |
| Valmark Advisers, Inc. | 0.05% | Reduce -3.0% | 26,881 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +3.3% | 26,758 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | No change | 24,731 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +15.8% | 22,174 | $3.6M |
| Grant Street Asset Management, Inc. | 0.68% | Reduce -1.6% | 22,017 | $3.5M |
| Winter & Associates, Inc. | 2.86% | Add +50.4% | 20,075 | $3.3M |
| Creative Financial Designs Inc. | 0.20% | Reduce -2.5% | 20,297 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +48.0% | 20,100 | $3.2M |
| Noble Family Wealth, LLC | 0.66% | Reduce -9.1% | 20,015 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 19,829 | $3.2M |
| Capital Analysts, LLC | 0.08% | Add +6.7% | 19,584 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.57% | Reduce -1.5% | 18,789 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -1.0% | 18,173 | $2.9M |
| Mason & Associates, LLC | 0.66% | Reduce -1.1% | 17,863 | $2.9M |
| Cwm, LLC | 0.01% | Add +134.4% | 16,848 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 15,171 | $2.4M |
| Legacy Advisory Services, LLC | 1.79% | Add +2.3% | 14,626 | $2.3M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -0.1% | 14,612 | $2.3M |
| Moneywise, Inc. | 1.01% | Add +71.9% | 14,480 | $2.3M |
| Boyd Wealth Management, LLC | 0.96% | Reduce -0.1% | 14,081 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.6% | 13,912 | $2.2M |
| Bison Wealth, LLC | 0.22% | No change | 12,074 | $2.2M |
| Family Capital Management, Inc. | 0.99% | Reduce -6.1% | 13,819 | $2.2M |
| FMR LLC | 0.00% | Add +5.6% | 13,477 | $2.2M |
| Forefront Wealth Partners, LLC | 0.88% | Add +21.4% | 13,032 | $2.1M |
| Redstone Wealth Management, LLC | 1.65% | Reduce -17.1% | 12,894 | $2.1M |
| Compton Wealth Advisory Group, LLC | 0.46% | Reduce -1.7% | 12,672 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -4.7% | 12,587 | $2.0M |
| GeoWealth Management, LLC | 0.07% | Reduce -10.4% | 12,452 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 11,376 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.7% | 10,142 | $1.6M |
| Patten & Patten Inc. | 0.10% | No change | 9,909 | $1.6M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -25.0% | 9,721 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +105.7% | 9,381 | $1.5M |
| Fifth Third Securities, Inc. | 0.09% | Add +8.5% | 8,645 | $1.4M |
| Granite Islands Private Wealth, LLC | 1.27% | Add +44.0% | 8,572 | $1.4M |
| GTS Securities LLC | 0.05% | Add +227.1% | 8,340 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +13.0% | 8,037 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Reduce -3.4% | 7,943 | $1.3M |
| Cozad Asset Management Inc. | 0.10% | Add +2.2% | 7,842 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -5.0% | 7,538 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 7,477 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | New | 7,310 | $1.2M |
| Procyon Advisors, LLC | 0.06% | Reduce -1.3% | 7,037 | $1.1M |
| Keystone Financial Group | 0.07% | New | 6,258 | $1.0M |
"% 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.