iShares Russell Top 200 ValuIWXETF
13F holders, Q2 2026 (June 30)269holders +15
35new positions
20sold out
2famous investors
$105.11avg. 13F price*
At the end of Q2 2026, 269 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 15 from Q1 2026. 35 opened new positions and 20 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($1.0B), Envestnet Portfolio Solutions, Inc. ($516.1M) and First Citizens Bank & Trust Co. ($474.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Top 200 Valu
- CUSIP
- 464289420
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $110.6M |
| Exits | 20 | $11.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,604,638 shares bought and 5,337,459 shares sold, net −3,732,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 3.57% | Reduce -3.7% | 9,859,021 | $1.0B |
| Envestnet Portfolio Solutions, Inc. | 2.47% | Reduce -22.1% | 4,907,301 | $516.1M |
| First Citizens Bank & Trust Co. | 7.10% | Reduce -23.9% | 4,514,061 | $474.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -32.1% | 1,815,846 | $191.0M |
| AE Wealth Management LLC | 0.58% | Add +6.6% | 1,176,003 | $123.7M |
| Lido Advisors, LLC | 0.34% | Reduce -5.7% | 911,734 | $95.9M |
| Proficio Capital Partners LLC | 2.62% | New | 692,856 | $72.9M |
| Clark Capital Management Group, Inc. | 0.32% | Reduce -16.1% | 565,031 | $59.4M |
| First Citizens Asset Management, Inc. | 18.51% | Add +7.2% | 550,641 | $57.9M |
| Richard P Slaughter Associates Inc | 10.71% | Add +5.1% | 513,314 | $54.0M |
| Wilmington Savings Fund Society, FSB | 1.16% | Reduce -2.4% | 492,332 | $51.8M |
| LPL Financial LLC | 0.01% | Reduce -16.5% | 483,315 | $50.8M |
| SVB Wealth LLC | 3.17% | Add +3.9% | 477,994 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +7.9% | 414,030 | $44.4M |
| Tiaa Trust, National Association | 2.46% | Reduce -3.4% | 394,910 | $41.5M |
| UBS Group AG | 0.01% | Add +6.5% | 376,112 | $39.6M |
| Kingdom Financial Group LLC. | 8.73% | Add +11.4% | 324,849 | $34.2M |
| Sterling Capital Management LLC | 0.57% | Add +33.7% | 316,217 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 287,855 | $30.3M |
| RTD Financial Advisors, Inc. | 3.21% | Add +3.7% | 279,877 | $29.4M |
| Bank of America Corp. | 0.00% | Add +10.2% | 266,777 | $28.1M |
| LifeWealth Investments, LLC | 7.03% | Add +9.4% | 249,969 | $26.3M |
| Compton Wealth Advisory Group, LLC | 5.12% | Reduce -2.5% | 239,223 | $25.3M |
| JSF Financial, LLC | 4.06% | Reduce -14.4% | 239,472 | $25.2M |
| Bryn Mawr Trust Advisors, LLC | 1.09% | Reduce -2.3% | 236,778 | $24.9M |
| Orion Porfolio Solutions, LLC | 0.17% | Reduce -23.1% | 217,189 | $22.8M |
| Waverly Advisors, LLC | 0.13% | Add +3.2% | 216,815 | $22.8M |
| Cetera Investment Advisers | 0.02% | Reduce -13.4% | 207,128 | $21.8M |
| Howard Bailey Securities, LLC | 7.95% | Add +5.7% | 201,456 | $21.2M |
| Morgan Stanley | 0.00% | Add +2.4% | 200,112 | $21.0M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.5% | 181,611 | $19.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -1.8% | 179,280 | $18.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.4% | 176,522 | $18.6M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.4% | 174,263 | $18.3M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.3% | 164,385 | $17.3M |
| Arkadios Wealth Advisors | 0.24% | Add +1.3% | 148,157 | $15.6M |
| Truist Financial Corp. | 0.02% | Reduce -3.3% | 142,144 | $14.9M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 135,545 | $14.3M |
| Horst & Graben Wealth Management LLC | 1.87% | Add +2.1% | 133,886 | $14.2M |
| Montgomery Financial Services LLC | 12.07% | — | 132,081 | $13.9M |
| Principal Securities, Inc. | 0.17% | Reduce -28.4% | 131,189 | $13.8M |
| Key Capital Management, INC | 6.97% | Add +39.6% | 128,769 | $13.5M |
| One Capital Management, LLC | 0.35% | No change | 133,890 | $12.4M |
| Simplicity Wealth,LLC | 0.41% | Add +7.7% | 116,634 | $12.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 105,799 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.8% | 88,860 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.6% | 84,977 | $8.9M |
| Wall Capital Group, Inc. | 6.72% | New | 78,088 | $8.2M |
| Veridan Wealth LLC | 2.36% | Reduce -4.5% | 64,262 | $6.8M |
| Legacy Advisory Services, LLC | 4.70% | Add +1.1% | 63,553 | $6.7M |
| GLOBALT Investments LLC / GA | 0.22% | Reduce -1.6% | 62,611 | $6.6M |
| Mariner, LLC | 0.01% | Add +48.8% | 62,095 | $6.5M |
| GTS Financial, LLC | 4.62% | Add +8.3% | 75,271 | $6.3M |
| Stratos Investment Management, LLC | 0.22% | New | 57,635 | $6.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.9% | 55,107 | $5.8M |
| Csenge Advisory Group | 0.23% | Reduce -0.4% | 52,901 | $5.6M |
| Matters Capital LLC | 3.84% | Add +0.0% | 52,223 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 51,675 | $5.4M |
| First American Trust, FSB | 0.32% | Reduce -12.7% | 51,115 | $5.4M |
| Harbor Investment Advisory, LLC | 0.37% | Add +0.1% | 50,412 | $5.3M |
| MML Investors Services, LLC | 0.01% | Reduce -54.5% | 49,065 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.4% | 48,575 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 44,866 | $4.7M |
| Compound Planning, Inc. | 0.12% | Reduce -6.9% | 43,758 | $4.6M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -0.2% | 41,658 | $4.4M |
| Two Sigma Investments, LP | 0.00% | New | 39,500 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +9.9% | 37,565 | $4.0M |
| Voya Investment Management LLC | 0.00% | Add +6.5% | 36,147 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +2.0% | 33,488 | $3.5M |
| Granville Capital, Inc. | 1.45% | No change | 30,778 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.53% | Reduce -6.2% | 30,132 | $3.2M |
| FWG Investments, LLC. | 1.66% | Add +1.4% | 29,840 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 29,004 | $3.1M |
| Park Avenue Securities LLC | 0.02% | New | 27,983 | $2.9M |
| World Investment Advisors | 0.05% | Reduce -25.5% | 27,684 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +12.4% | 24,840 | $2.6M |
| Quest 10 Wealth Builders, Inc. | 2.01% | Add +11.6% | 24,632 | $2.6M |
| Citigroup Inc. | 0.00% | Add +195.9% | 22,509 | $2.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.33% | Add +1.5% | 22,030 | $2.3M |
| Waldron Private Wealth LLC | 0.08% | No change | 21,097 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +152.9% | 20,033 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 19,820 | $2.1M |
| Centerpoint Advisory Group | 1.32% | Add +5.8% | 19,815 | $2.1M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -4.7% | 18,227 | $1.9M |
| Strategic Blueprint, LLC | 0.09% | Add +0.7% | 18,038 | $1.9M |
| First National Bank of Omaha | 0.05% | No change | 17,838 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.51% | Reduce -6.7% | 17,784 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 17,444 | $1.8M |
| FMR LLC | 0.00% | Add +7.5% | 16,794 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.4% | 16,535 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -6.5% | 15,748 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -7.8% | 15,831 | $1.7M |
| HRT Financial LP | 0.00% | New | 15,497 | $1.6M |
| Venture Visionary Partners LLC | 0.04% | Add +0.7% | 15,159 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +36.8% | 14,952 | $1.6M |
| Alpha Zero LLC | 0.57% | No change | 13,925 | $1.5M |
| FLP Wealth Management, LLC | 2.66% | Add +21.0% | 14,238 | $1.5M |
| Arcadia Wealth Management, LLC | 0.46% | Reduce -0.2% | 13,956 | $1.5M |
| Lloyd Advisory Services, LLC. | 0.57% | Reduce -95.2% | 13,901 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -21.5% | 13,778 | $1.4M |
"% of holder's portfolio" is IWX's weight in each manager's 13F, not the share of iShares Russell Top 200 Valu the manager owns.