iShares Russell Top 200 ValuIWXETF
13F holders, Q1 2024 (March 31)145holders
2famous investors
$76.32avg. 13F price*
At the end of Q1 2024, 145 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings. The largest holders were Tiaa Trust, National Association ($723.0M), Envestnet Portfolio Solutions, Inc. ($541.8M) and First Citizens Bank & Trust Co. ($507.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.7M |
| Exits | 11 | $7.1M |
Ownership 145 holders
| Tiaa Trust, National Association | 2.21% | Add +5.8% | 9,472,944 | $723.0M |
| Envestnet Portfolio Solutions, Inc. | 2.04% | Add +16.1% | 7,098,465 | $541.8M |
| First Citizens Bank & Trust Co. | 9.73% | Add +16.1% | 6,654,863 | $507.9M |
| AE Wealth Management LLC | 0.79% | Reduce -51.1% | 913,786 | $69.7M |
| Pegasus Partners Ltd. | 5.53% | Add +7.4% | 683,977 | $52.2M |
| First Citizens Asset Management, Inc. | 15.62% | Add +15.7% | 540,377 | $41.2M |
| SVB Wealth LLC | 0.82% | Add +96.2% | 481,791 | $36.8M |
| Ameriprise Financial Inc. | 0.01% | Add +227.2% | 441,946 | $33.7M |
| Truist Financial Corp. | 0.05% | Reduce -0.8% | 436,848 | $33.3M |
| Wilmington Savings Fund Society, FSB | 1.10% | — | 375,659 | $28.7M |
| UBS Group AG | 0.01% | Add +2.6% | 297,109 | $22.7M |
| Compton Wealth Advisory Group, LLC | 5.25% | Add +0.7% | 251,156 | $19.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.4% | 218,547 | $16.7M |
| 9258 Wealth Management, LLC | 2.47% | Add +2.6% | 207,862 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 197,883 | $15.1M |
| Simplicity Wealth,LLC | 0.33% | Add +8.1% | 181,157 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 173,296 | $13.2M |
| Horst & Graben Wealth Management LLC | 2.60% | Reduce -16.6% | 167,249 | $12.8M |
| NewEdge Advisors, LLC | 0.10% | Reduce -23.8% | 155,580 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -17.4% | 155,245 | $11.8M |
| Kingdom Financial Group LLC. | 8.23% | Add +55.9% | 153,384 | $11.7M |
| Morgan Stanley | 0.00% | Add +3.1% | 145,340 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +1.1% | 139,425 | $10.6M |
| Bryn Mawr Trust Advisors, LLC | 0.54% | Add +40.6% | 123,879 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +8.7% | 111,066 | $8.5M |
| Surience Private Wealth LLC | 7.58% | New | 104,933 | $8.0M |
| Voya Investment Management LLC | 0.01% | Add +252.2% | 99,071 | $7.6M |
| Cetera Investment Advisers | 0.01% | New | 69,815 | $5.3M |
| Legacy Advisory Services, LLC | 4.83% | Reduce -17.2% | 66,748 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.2% | 61,537 | $4.7M |
| Raymond James & Associates | 0.00% | Add +5.2% | 60,747 | $4.6M |
| SOA Wealth Advisors, LLC. | 0.89% | Reduce -0.9% | 56,202 | $4.3M |
| MML Investors Services, LLC | 0.02% | Reduce -4.0% | 55,360 | $4.2M |
| Csenge Advisory Group | 0.23% | Reduce -11.4% | 53,071 | $4.1M |
| Harbor Investment Advisory, LLC | 0.42% | Add +0.0% | 52,208 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 51,271 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.1% | 41,065 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.6% | 40,640 | $3.1M |
| Citadel Advisors | 0.00% | Add +1222.3% | 37,790 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +19.7% | 37,389 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.3% | 35,257 | $2.7M |
| FWG Investments, LLC. | 2.72% | Add +0.6% | 32,890 | $2.5M |
| Mariner, LLC | 0.01% | Add +125.0% | 31,906 | $2.4M |
| REAP Financial Group, LLC | 0.66% | Reduce -4.5% | 31,328 | $2.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.53% | Reduce -6.8% | 28,463 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -40.3% | 26,961 | $2.1M |
| Signal Advisors Wealth, LLC | 0.47% | Add +250.4% | 24,871 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 23,634 | $1.8M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -2.5% | 23,505 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +3.6% | 23,106 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -18.4% | 22,254 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 21,522 | $1.6M |
| Peterson Financial Group, Inc. | 9.87% | Reduce -4.1% | 19,825 | $1.5M |
| Renaissance Technologies | 0.00% | Add +34.3% | 19,200 | $1.5M |
| Arcadia Wealth Management, LLC | 0.83% | Add +1.1% | 17,598 | $1.3M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.3% | 16,911 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.2% | 16,711 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -3.5% | 16,553 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 15,397 | $1.2M |
| Country Club Bank | 0.08% | Reduce -0.2% | 15,085 | $1.2M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 14,769 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.6% | 13,645 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 10,250 | $782K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 9,398 | $717K |
| Mason & Associates Inc | 0.17% | Reduce -46.6% | 8,541 | $652K |
| MBL Wealth, LLC | 0.07% | Reduce -7.7% | 8,400 | $641K |
| Proficio Capital Partners LLC | 0.07% | Reduce -2.0% | 8,396 | $641K |
| Victory Financial Group, LLC | 0.38% | No change | 8,337 | $636K |
| Fifth Third Bancorp | 0.00% | Reduce -30.0% | 8,030 | $613K |
| Synovus Financial Corp. | 0.01% | Reduce -1.7% | 7,521 | $574K |
| Clarus Wealth Advisors | 0.31% | Reduce -4.3% | 7,361 | $549K |
| Maripau Wealth Management LLC | 0.39% | Reduce -7.5% | 6,882 | $525K |
| Prospera Financial Services Inc | 0.02% | No change | 6,801 | $519K |
| One Wealth Advisors, LLC | 0.08% | No change | 6,224 | $475K |
| GenWealth Group, Inc. | 0.11% | No change | 5,836 | $445K |
| Arkadios Wealth Advisors | 0.03% | No change | 5,814 | $444K |
| Flow Traders U.S. LLC | 0.02% | Reduce -16.3% | 5,766 | $440K |
| Beaumont Financial Advisors, LLC | 0.03% | New | 5,442 | $415K |
| Glenmede Trust Co. NA | 0.00% | Add +3.9% | 5,441 | $415K |
| FMR LLC | 0.00% | Add +24.5% | 5,289 | $404K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +489.8% | 5,214 | $398K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.3% | 5,198 | $397K |
| Bank of Montreal | 0.00% | No change | 5,066 | $387K |
| MAI Capital Management | 0.00% | No change | 5,040 | $385K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,914 | $375K |
| WBH Advisory Inc. | 0.04% | Reduce -0.0% | 4,903 | $374K |
| Meridian Wealth Management, LLC | 0.06% | Add +0.2% | 4,873 | $372K |
| Oak Harvest Investment Services | 0.06% | Reduce -2.0% | 4,864 | $371K |
| Pineridge Advisors LLC | 0.13% | Reduce -37.3% | 4,749 | $362K |
| Colonial Trust Co / SC | 0.07% | No change | 4,704 | $359K |
| Leo Wealth, LLC | 0.04% | Reduce -5.3% | 4,685 | $357K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 4,600 | $351K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $348K |
| GTS Securities LLC | 0.01% | New | 4,480 | $342K |
| Captrust Financial Advisors | 0.00% | Reduce -87.5% | 4,459 | $340K |
| Silverlake Wealth Management LLC | 0.17% | No change | 4,250 | $324K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.5% | 4,067 | $310K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $288K |
| Yoder Wealth Management, Inc. | 0.19% | No change | 3,741 | $286K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -2.0% | 3,720 | $284K |
| Pacific Financial Group Inc. | 0.19% | Reduce -2.6% | 3,697 | $282K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $275K |
| FSA Advisors, Inc. | 0.28% | Add +1.5% | 3,418 | $261K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,383 | $258K |
| Blair William & Co. | 0.00% | No change | 3,305 | $252K |
| Continuum Advisory, LLC | 0.04% | No change | 3,120 | $235K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,049 | $233K |
| LifePlan Investment Advisors, Inc. | 0.17% | New | 2,822 | $215K |
| Affinity Capital Advisors, LLC | 0.05% | New | 2,736 | $209K |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.0% | 2,683 | $205K |
| Cerity Partners LLC | 0.00% | New | 2,629 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.9% | 2,626 | $200K |
| Regions Financial Corp. | 0.00% | New | 2,623 | $200K |
| 1832 Asset Management L.P. | 0.00% | No change | 2,308 | $176K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -38.4% | 2,296 | $175K |
| Franklin Resources Inc. | 0.00% | Reduce -51.3% | 2,225 | $170K |
| Sound Income Strategies, LLC | 0.01% | Add +1.8% | 2,137 | $163K |
| Cwm, LLC | 0.00% | Reduce -1.2% | 2,038 | $156K |
| SouthState Bank Corp | 0.01% | No change | 1,898 | $145K |
| Key Financial Inc | 0.03% | No change | 1,795 | $137K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1,615 | $123K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,611 | $123K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -12.6% | 1,257 | $96K |
| Tucker Asset Management LLC | 0.02% | Add +334.9% | 1,235 | $94K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,177 | $90K |
| US Bancorp \de | 0.00% | No change | 886 | $68K |
| Spire Wealth Management | 0.00% | No change | 758 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 732 | $56K |
| Farther Finance Advisors, LLC | 0.00% | New | 533 | $41K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 500 | $38K |
| Creekmur Asset Management LLC | 0.01% | Reduce -72.6% | 460 | $35K |
| Gradient Investments LLC | 0.00% | No change | 439 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $31K |
| Van Eck Associates Corp. | 0.00% | Add +976.5% | 366 | $28K |
| Bessemer Group Inc. | 0.00% | No change | 350 | $27K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 297 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 290 | $22K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $20K |
| Montag A & Associates Inc. | 0.00% | New | 200 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 160 | $12K |
| M&R Capital Management Inc. | 0.00% | No change | 124 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 66 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 38 | $3K |
"% 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.