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 |
| Aureus Asset Management, LLC | 0.06% | No change | 6,000 | $963K |
| Asset Allocation Strategies LLC | 0.17% | Reduce -5.4% | 5,955 | $956K |
| Vise Technologies, Inc. | 0.02% | No change | 5,554 | $948K |
| McAdam, LLC | 0.04% | Reduce -9.5% | 5,566 | $893K |
| MAI Capital Management | 0.01% | Add +0.5% | 5,527 | $887K |
| Summit Financial, LLC | 0.01% | Reduce -3.7% | 5,344 | $858K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.0% | 5,269 | $846K |
| Breakwater Capital Group | 0.11% | Add +15.9% | 5,071 | $814K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.5% | 4,958 | $802K |
| PKS Advisory Services, LLC | 0.17% | Reduce -5.0% | 4,509 | $724K |
| BlackRock, Inc. | 0.00% | Add +1019.9% | 4,446 | $714K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +30.0% | 4,358 | $699K |
| Forum Private Client Group LLC | 0.23% | Reduce -3.0% | 4,349 | $698K |
| Stokes Family Office, LLC | 0.07% | No change | 4,330 | $695K |
| Stone Wealth Partners | 0.62% | No change | 4,299 | $690K |
| Flow Traders U.S. LLC | 0.02% | New | 4,203 | $674K |
| Perissos Private Wealth Management, LLC | 0.57% | New | 4,078 | $654K |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 4,019 | $645K |
| Moneco Advisors, LLC | 0.05% | No change | 3,930 | $631K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.0% | 3,917 | $629K |
| Efficient Advisors, LLC | 0.04% | Add +5.3% | 3,881 | $623K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +55.2% | 3,797 | $609K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +45.5% | 3,690 | $592K |
| Investors Research Corp | 0.11% | Add +15.3% | 3,499 | $561K |
| Bank of New York Mellon Corp | 0.00% | Add +4.8% | 3,201 | $514K |
| Aft, Forsyth & Company, Inc. | 0.24% | No change | 3,159 | $507K |
| NFSG Corp | 0.08% | Reduce -7.8% | 3,083 | $495K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -21.9% | 3,073 | $493K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.2% | 3,012 | $483K |
| Stronghold Wealth Management L.L.C. | 0.71% | Reduce -0.7% | 2,939 | $472K |
| DAVENPORT & Co LLC | 0.00% | Add +6.3% | 2,865 | $460K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,790 | $448K |
| Jackson Wealth Management, LLC | 0.04% | Add +6.2% | 2,692 | $432K |
| Corient Private Wealth LP | 0.00% | Reduce -12.5% | 2,626 | $421K |
| Secure Asset Management, LLC | 0.06% | Add +2.7% | 2,534 | $407K |
| Alpine Bank Wealth Management | 0.06% | No change | 2,500 | $401K |
| Centaurus Financial, Inc. | 0.02% | Reduce -18.7% | 2,493 | $400K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 2,229 | $375K |
| Ascent Group, LLC | 0.01% | New | 2,327 | $373K |
| Michels Family Financial, LLC | 0.27% | Reduce -0.5% | 2,326 | $373K |
| Ethos Financial Group, LLC | 0.03% | Reduce -17.0% | 2,278 | $366K |
| Resolute Advisors LLC | 0.15% | Add +0.2% | 2,272 | $365K |
| Kendall Capital Management | 0.07% | Reduce -2.8% | 2,225 | $357K |
| TSA Wealth Managment LLC | 0.11% | New | 2,163 | $347K |
| Captrust Financial Advisors | 0.00% | Reduce -32.1% | 2,144 | $344K |
| Envision Financial Transparency, LLC | 0.32% | — | 2,048 | $329K |
| Marshall Wace, LLP | 0.00% | New | 2,006 | $322K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,000 | $321K |
| GenWealth Group, Inc. | 0.05% | Reduce -0.3% | 1,998 | $321K |
| Arbor Wealth Management LLC\AZ | 0.30% | Reduce -10.7% | 1,913 | $307K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 1,730 | $305K |
| Expressive Wealth LLC | 0.29% | Reduce -73.2% | 1,647 | $300K |
| Claro Advisors Inc. | 0.04% | New | 1,856 | $298K |
| Spirit of America Management Corp. | 0.06% | Add +0.2% | 1,735 | $294K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 1,805 | $290K |
| Kelly Financial Services LLC | 0.07% | Add +43.5% | 1,757 | $283K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 1,707 | $274K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -92.1% | 1,700 | $273K |
| Orin Green Financial, LLC | 0.11% | Reduce -4.3% | 1,674 | $269K |
| NWF Advisory Services Inc. | 0.03% | Reduce -1.2% | 1,636 | $263K |
| Yanni & Associates Investment Advisors, LLC | 0.26% | Reduce -6.6% | 1,565 | $251K |
| HRT Financial LP | 0.00% | New | 1,508 | $242K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 1,496 | $240K |
| Diversified Trust Co. | 0.00% | New | 1,484 | $238K |
| Crumly & Associates Inc. | 0.05% | No change | 1,466 | $235K |
| TruWealth Advisors, LLC | 0.01% | No change | 1,453 | $233K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -28.0% | 1,440 | $231K |
| One Wealth Advisors, LLC | 0.03% | New | 1,427 | $229K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.9% | 1,418 | $228K |
| Merkkuri Wealth Advisors LLC | 0.14% | Add +0.2% | 1,357 | $218K |
| Vann Equity Management LLC | 0.15% | — | 1,338 | $215K |
| PAX Financial Group, LLC | 0.04% | New | 1,315 | $211K |
| Fifth Third Bancorp | 0.00% | New | 1,150 | $185K |
| Destiny Wealth Partners, LLC | 0.02% | New | 880 | $141K |
| IFP Advisors, Inc | 0.00% | Add +151.7% | 803 | $129K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 767 | $123K |
| Advisory Services Network, LLC | 0.00% | New | 716 | $115K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.4% | 711 | $111K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.1% | 684 | $110K |
| Harbour Investments, Inc. | 0.00% | No change | 646 | $104K |
| Assetmark, Inc. | 0.00% | Reduce -1.5% | 644 | $103K |
| UMB Bank, n.a. | 0.00% | No change | 640 | $103K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.0% | 611 | $98K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 537 | $86K |
| Vanguard Advisers Inc. | 0.00% | — | 537 | $86K |
| First Pacific Financial | 0.01% | Add +0.2% | 532 | $85K |
| AdvisorNet Financial, Inc | 0.00% | No change | 508 | $82K |
| Private Trust Co. NA | 0.01% | No change | 480 | $77K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -6.0% | 342 | $55K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 336 | $54K |
| National Bank of Canada | 0.00% | Add +353.6% | 313 | $50K |
| US Bancorp \de | 0.00% | No change | 292 | $47K |
| Allworth Financial LP | 0.00% | No change | 282 | $45K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 261 | $42K |
| AE Wealth Management LLC | 0.00% | No change | 244 | $39K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.4% | 190 | $30K |
| Missouri Trust & Investment Co | 0.01% | New | 185 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 173 | $28K |
| ESL Trust Services, LLC | 0.00% | No change | 161 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $24K |
| GAMMA Investing LLC | 0.00% | New | 150 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | New | 150 | $24K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 140 | $22K |
| Nova Wealth Management, Inc. | 0.01% | No change | 140 | $22K |
| Blair William & Co. | 0.00% | No change | 140 | $22K |
| Costello Asset Management, INC | 0.01% | No change | 131 | $21K |
| Bank of Montreal | 0.00% | Add +0.8% | 128 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 123 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 112 | $18K |
| Bokf, NA | 0.00% | Reduce -99.2% | 108 | $17K |
| LRI Investments, LLC | 0.00% | No change | 83 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 78 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 69 | $11K |
| Mather Group, Llc. | 0.00% | New | 63 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 56 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 56 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 52 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 46 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 35 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 23 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | New | 17 | $3K |
| 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% | No change | 9 | $1K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -88.4% | 5 | $802 |
| Ankerstar Wealth, LLC | 0.00% | No change | 2 | $321 |
"% 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.