iShares Russell Top 200 ValuIWXETF
13F holders, Q2 2024 (June 30)157holders +12
25new positions
17sold out
4famous investors
$74.84avg. 13F price*
At the end of Q2 2024, 157 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 12 from Q1 2024. 25 opened new positions and 17 sold out. The largest holders were Tiaa Trust, National Association ($773.2M), Envestnet Portfolio Solutions, Inc. ($530.5M) and First Citizens Bank & Trust Co. ($497.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $12.3M |
| Exits | 17 | $14.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,394,725 shares bought and 562,887 shares sold, net +831,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Tiaa Trust, National Association | 2.39% | Add +9.1% | 10,333,642 | $773.2M |
| Envestnet Portfolio Solutions, Inc. | 1.85% | Reduce -0.1% | 7,090,687 | $530.5M |
| First Citizens Bank & Trust Co. | 9.39% | Reduce -0.1% | 6,651,811 | $497.7M |
| AE Wealth Management LLC | 0.71% | Add +4.3% | 952,600 | $71.3M |
| Pegasus Partners Ltd. | 5.82% | Add +12.8% | 771,512 | $57.7M |
| SVB Wealth LLC | 1.07% | Add +20.2% | 579,194 | $43.3M |
| First Citizens Asset Management, Inc. | 15.05% | Reduce -0.1% | 539,886 | $40.4M |
| Truist Financial Corp. | 0.05% | Reduce -5.2% | 414,252 | $31.0M |
| Wilmington Savings Fund Society, FSB | 1.06% | Reduce -1.3% | 370,938 | $27.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.6% | 364,348 | $27.3M |
| UBS Group AG | 0.01% | Reduce -3.6% | 286,544 | $21.4M |
| Compton Wealth Advisory Group, LLC | 5.03% | Add +0.3% | 252,047 | $18.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.7% | 222,284 | $16.6M |
| 9258 Wealth Management, LLC | 2.24% | Reduce -6.2% | 194,937 | $14.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 176,694 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 174,335 | $13.0M |
| Kingdom Financial Group LLC. | 8.54% | Add +10.0% | 168,688 | $12.6M |
| Bank of America Corp. | 0.00% | Add +4.1% | 161,603 | $12.1M |
| NewEdge Advisors, LLC | 0.09% | Add +3.3% | 160,634 | $12.0M |
| Horst & Graben Wealth Management LLC | 2.23% | Reduce -6.7% | 156,008 | $11.7M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 145,197 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +0.3% | 139,769 | $10.5M |
| Bryn Mawr Trust Advisors, LLC | 0.57% | Add +11.9% | 138,582 | $10.4M |
| Voya Investment Management LLC | 0.01% | Add +36.0% | 134,726 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | — | 109,396 | $8.1M |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 102,744 | $7.7M |
| Simplicity Wealth,LLC | 0.17% | Reduce -44.8% | 99,953 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Add +20.5% | 74,158 | $5.5M |
| Veridan Wealth LLC | 2.20% | — | 65,039 | $5.5M |
| GLOBALT Investments LLC / GA | 0.21% | New | 71,803 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -4.1% | 66,925 | $5.0M |
| Legacy Advisory Services, LLC | 4.49% | Reduce -1.7% | 65,627 | $4.9M |
| Raymond James & Associates | 0.00% | Add +5.5% | 64,100 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +8.6% | 60,119 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.4% | 53,564 | $4.0M |
| Csenge Advisory Group | 0.22% | Reduce -0.3% | 52,940 | $4.0M |
| LPL Financial LLC | 0.00% | Add +2.0% | 52,315 | $3.9M |
| Harbor Investment Advisory, LLC | 0.40% | Reduce -3.0% | 50,628 | $3.8M |
| SOA Wealth Advisors, LLC. | 0.67% | Reduce -20.2% | 44,834 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.3% | 41,593 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.9% | 36,284 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.9% | 34,451 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -3.2% | 30,887 | $2.3M |
| FWG Investments, LLC. | 2.33% | Reduce -6.3% | 30,827 | $2.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.47% | Reduce -5.1% | 27,004 | $2.0M |
| Country Club Bank | 0.11% | Add +43.5% | 21,653 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 21,608 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -6.6% | 21,586 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 21,367 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.1% | 19,739 | $1.5M |
| Peterson Financial Group, Inc. | 8.74% | Reduce -3.3% | 19,166 | $1.4M |
| Arcadia Wealth Management, LLC | 0.75% | Reduce -0.5% | 17,512 | $1.3M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -27.0% | 17,156 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -37.6% | 16,832 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.8% | 16,431 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.09% | New | 15,191 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.1% | 15,075 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 14,803 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -13.3% | 14,345 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.3% | 13,608 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | New | 13,563 | $1.0M |
| REAP Financial Group, LLC | 0.22% | Reduce -64.4% | 11,158 | $835K |
| M&T Bank Corp | 0.00% | No change | 10,250 | $767K |
| Flow Traders U.S. LLC | 0.04% | Add +72.9% | 9,970 | $746K |
| Citadel Advisors | 0.00% | Reduce -74.7% | 9,551 | $715K |
| Smartleaf Asset Management LLC | 0.12% | New | 9,500 | $711K |
| CIBC Private Wealth Group LLC | 0.00% | New | 9,485 | $710K |
| Synovus Financial Corp. | 0.01% | Add +25.0% | 9,403 | $703K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 9,398 | $703K |
| FMR LLC | 0.00% | Add +75.1% | 9,259 | $693K |
| Lloyd Advisory Services, LLC. | 0.31% | New | 8,741 | $654K |
| Mason & Associates Inc | 0.17% | No change | 8,541 | $639K |
| Renaissance Technologies | 0.00% | Reduce -55.7% | 8,500 | $636K |
| MBL Wealth, LLC | 0.07% | No change | 8,400 | $628K |
| Victory Financial Group, LLC | 0.29% | No change | 8,337 | $624K |
| Fifth Third Bancorp | 0.00% | No change | 8,030 | $601K |
| D. E. Shaw & Co. | 0.00% | New | 7,408 | $554K |
| Prospera Financial Services Inc | 0.01% | No change | 6,801 | $509K |
| Clarus Wealth Advisors | 0.27% | Reduce -8.8% | 6,710 | $507K |
| Proficio Capital Partners LLC | 0.05% | Reduce -27.9% | 6,050 | $453K |
| GenWealth Group, Inc. | 0.11% | No change | 5,836 | $437K |
| Arkadios Wealth Advisors | 0.03% | No change | 5,814 | $435K |
| One Wealth Advisors, LLC | 0.09% | Reduce -10.3% | 5,586 | $425K |
| OneDigital Investment Advisors LLC | 0.01% | Add +37.7% | 5,602 | $419K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 5,442 | $407K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,441 | $407K |
| 1832 Asset Management L.P. | 0.00% | Add +131.9% | 5,353 | $401K |
| Maripau Wealth Management LLC | 0.27% | Reduce -22.9% | 5,309 | $397K |
| Captrust Financial Advisors | 0.00% | Add +17.1% | 5,223 | $391K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.3% | 5,131 | $384K |
| Bank of Montreal | 0.00% | No change | 5,066 | $383K |
| MAI Capital Management | 0.00% | No change | 5,040 | $377K |
| Leo Wealth, LLC | 0.04% | Add +2.6% | 4,807 | $358K |
| Pineridge Advisors LLC | 0.12% | Reduce -1.0% | 4,700 | $352K |
| Oak Harvest Investment Services | 0.06% | Reduce -4.3% | 4,657 | $348K |
| WBH Advisory Inc. | 0.03% | Reduce -6.1% | 4,604 | $344K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 4,600 | $344K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $341K |
| SIMA Wealth Partners, LLC | 0.32% | — | 4,537 | $339K |
| Silverlake Wealth Management LLC | 0.13% | No change | 4,250 | $318K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 3,904 | $292K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $292K |
| AQR Capital Management | 0.00% | New | 3,768 | $282K |
| Yoder Wealth Management, Inc. | 0.18% | No change | 3,741 | $280K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,720 | $278K |
| Pacific Financial Group Inc. | 0.20% | Add +0.4% | 3,712 | $278K |
| Mason & Associates, LLC | 0.09% | New | 3,662 | $274K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $270K |
| FSA Advisors, Inc. | 0.27% | No change | 3,418 | $261K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,383 | $253K |
| Equitable Holdings, Inc. | 0.00% | New | 3,323 | $249K |
| Blair William & Co. | 0.00% | No change | 3,305 | $247K |
| Affinity Capital Advisors, LLC | 0.05% | Add +20.7% | 3,302 | $247K |
| Continuum Advisory, LLC | 0.03% | No change | 3,120 | $233K |
| Colonial Trust Co / SC | 0.04% | Reduce -34.8% | 3,069 | $230K |
| Old Mission Capital LLC | 0.01% | New | 2,900 | $217K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +0.8% | 2,846 | $213K |
| Osaic Holdings, Inc. | 0.00% | Add +5.0% | 2,816 | $211K |
| Townsquare Capital LLC | 0.00% | New | 2,707 | $203K |
| New Republic Capital, LLC | 0.09% | New | 2,340 | $175K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -0.6% | 2,283 | $171K |
| Franklin Resources Inc. | 0.00% | No change | 2,225 | $166K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -19.5% | 2,113 | $158K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.8% | 2,013 | $151K |
| Cwm, LLC | 0.00% | Reduce -4.2% | 1,952 | $146K |
| SouthState Bank Corp | 0.01% | No change | 1,898 | $142K |
| Key Financial Inc | 0.03% | No change | 1,795 | $134K |
| Private Trust Co. NA | 0.01% | New | 1,635 | $122K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,611 | $121K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.1% | 1,500 | $112K |
| Princeton Global Asset Management LLC | 0.02% | New | 1,471 | $110K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,177 | $88K |
| US Bancorp \de | 0.00% | No change | 886 | $66K |
| Family Asset Management, LLC | 0.04% | New | 871 | $65K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 848 | $63K |
| Coppell Advisory Solutions LLC | 0.01% | — | 767 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 732 | $55K |
| International Assets Investment Management, LLC | 0.00% | New | 666 | $50K |
| Triad Wealth Partners, LLC | 0.02% | New | 501 | $37K |
| Gradient Investments LLC | 0.00% | No change | 439 | $33K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $30K |
| Signaturefd, LLC | 0.00% | New | 366 | $27K |
| Bessemer Group Inc. | 0.00% | No change | 350 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 291 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -6.7% | 277 | $21K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 160 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -65.7% | 158 | $12K |
| M&R Capital Management Inc. | 0.00% | No change | 124 | $9K |
| New Millennium Group LLC | 0.01% | New | 109 | $8K |
| Parallel Advisors, LLC | 0.00% | New | 100 | $7K |
| Robinswood Financial LLC | 0.00% | New | 90 | $7K |
| Avior Wealth Management, LLC | 0.00% | Add +1.5% | 67 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 38 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $299 |
"% 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.