iShares Russell Top 200 ValuIWXETF
13F holders, Q3 2024 (September 30)195holders +38
47new positions
9sold out
3famous investors
$81.28avg. 13F price*
At the end of Q3 2024, 195 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 38 from Q2 2024. 47 opened new positions and 9 sold out. The largest holders were Tiaa Trust, National Association ($861.7M), Envestnet Portfolio Solutions, Inc. ($557.1M) and First Citizens Bank & Trust Co. ($513.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $388.2M |
| Exits | 9 | $2.7M |
All 13F filers, Q2 2024 → Q3 2024: 12,586,454 shares bought and 1,414,730 shares sold, net +11,171,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Tiaa Trust, National Association | 2.57% | Add +2.6% | 10,602,536 | $861.7M |
| Envestnet Portfolio Solutions, Inc. | 1.81% | Reduce -3.3% | 6,854,915 | $557.1M |
| First Citizens Bank & Trust Co. | 11.28% | Reduce -5.1% | 6,314,185 | $513.2M |
| Envestnet Asset Management Inc. | 0.16% | Add +30395.5% | 6,019,497 | $489.2M |
| Clark Capital Management Group, Inc. | 1.20% | New | 2,150,162 | $174.7M |
| AE Wealth Management LLC | 0.77% | Add +9.2% | 1,040,613 | $84.6M |
| Pegasus Partners Ltd. | 6.55% | Add +11.5% | 859,955 | $69.9M |
| Orion Porfolio Solutions, LLC | 0.64% | New | 785,458 | $63.8M |
| Orion Portfolio Solutions, LLC | 0.64% | New | 785,458 | $63.8M |
| First Citizens Asset Management, Inc. | 15.19% | Reduce -2.5% | 526,187 | $42.8M |
| LPL Financial LLC | 0.02% | Add +743.9% | 441,503 | $35.9M |
| Cetera Investment Advisers | 0.08% | Add +557.9% | 440,282 | $35.8M |
| Ameriprise Financial Inc. | 0.01% | Add +4.1% | 379,360 | $30.8M |
| Wilmington Savings Fund Society, FSB | 0.54% | Reduce -0.0% | 370,904 | $30.1M |
| Principal Securities, Inc. | 0.68% | New | 346,962 | $28.2M |
| UBS Group AG | 0.01% | Add +5.0% | 300,918 | $24.5M |
| Sterling Capital Management LLC | 0.26% | — | 242,526 | $19.7M |
| Compton Wealth Advisory Group, LLC | 4.92% | Reduce -4.8% | 239,920 | $19.5M |
| SVB Wealth LLC | 16.44% | Reduce -59.0% | 237,753 | $19.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.5% | 221,245 | $18.0M |
| Truist Financial Corp. | 0.03% | Reduce -46.7% | 220,716 | $17.9M |
| Bank of America Corp. | 0.00% | Add +20.4% | 194,621 | $15.8M |
| 9258 Wealth Management, LLC | 2.33% | Reduce -0.4% | 194,222 | $15.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 192,582 | $15.7M |
| MML Investors Services, LLC | 0.06% | Add +220.3% | 192,556 | $15.6M |
| NewEdge Advisors, LLC | 0.10% | Add +12.4% | 180,592 | $14.7M |
| Morgan Stanley | 0.00% | Add +20.4% | 174,887 | $14.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 170,785 | $13.9M |
| Kingdom Financial Group LLC. | 10.19% | Reduce -0.5% | 167,816 | $13.6M |
| Osaic Holdings, Inc. | 0.03% | Add +5583.3% | 160,042 | $13.0M |
| Bryn Mawr Trust Advisors, LLC | 0.67% | Add +9.9% | 152,306 | $12.4M |
| Howard Bailey Securities, LLC | 4.67% | — | 151,652 | $12.3M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +4.3% | 145,752 | $11.8M |
| Horst & Graben Wealth Management LLC | 1.83% | Reduce -19.5% | 125,626 | $10.2M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -5.3% | 103,638 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 104,734 | $8.5M |
| Simplicity Wealth,LLC | 0.74% | Reduce -2.3% | 97,649 | $7.9M |
| SigFig Wealth Management, LLC | 0.27% | New | 90,236 | $7.3M |
| Prudential Financial Inc. | 0.01% | New | 82,393 | $6.7M |
| Centennial Wealth Advisory LLC | 2.56% | New | 80,757 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.07% | New | 78,347 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +333.8% | 73,013 | $5.9M |
| GLOBALT Investments LLC / GA | 0.21% | Reduce -2.8% | 69,789 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.15% | New | 68,762 | $5.6M |
| Legacy Advisory Services, LLC | 4.72% | Add +3.0% | 67,569 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 63,767 | $5.2M |
| Csenge Advisory Group | 0.27% | Add +16.6% | 61,747 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.6% | 61,373 | $5.0M |
| Harbor Investment Advisory, LLC | 0.41% | Add +0.0% | 50,629 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +1249900.0% | 50,000 | $4.1M |
| Park Avenue Securities LLC | 0.04% | New | 42,950 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +24.3% | 42,810 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.9% | 41,969 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.64% | Reduce -7.4% | 41,500 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +1.0% | 36,653 | $3.0M |
| Mariner, LLC | 0.00% | Add +0.7% | 31,117 | $2.5M |
| FWG Investments, LLC. | 2.16% | Reduce -0.4% | 30,709 | $2.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.47% | Reduce -1.5% | 26,607 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -80.5% | 26,208 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | New | 23,380 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +36.2% | 23,371 | $1.9M |
| Kelly Financial Services LLC | 0.67% | New | 22,436 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 21,738 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 21,684 | $1.8M |
| Country Club Bank | 0.11% | Reduce -2.8% | 21,058 | $1.7M |
| Colonial River Investments, LLC | 0.81% | New | 20,199 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 20,114 | $1.6M |
| Private Advisor Group, LLC | 0.01% | New | 19,351 | $1.6M |
| Peterson Financial Group, Inc. | 5.49% | Reduce -8.3% | 17,565 | $1.4M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.7% | 17,294 | $1.4M |
| Arcadia Wealth Management, LLC | 0.74% | Reduce -0.9% | 17,361 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.11% | Add +7.9% | 16,397 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | New | 15,691 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.9% | 15,294 | $1.2M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 14,837 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 14,785 | $1.2M |
| Citadel Advisors | 0.00% | Add +43.9% | 13,741 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -4.5% | 13,697 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | No change | 13,608 | $1.1M |
| Morningstar Investment Services LLC | 0.01% | New | 13,392 | $1.1M |
| New Century Financial Group, LLC | 0.38% | New | 12,657 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -41.9% | 12,542 | $1.0M |
| Signal Advisors Wealth, LLC | 0.14% | New | 11,865 | $964K |
| Fidelis Capital Partners, LLC | 0.11% | New | 11,278 | $926K |
| FMR LLC | 0.00% | Add +14.2% | 10,575 | $859K |
| M&T Bank Corp | 0.00% | No change | 10,250 | $833K |
| Synovus Financial Corp. | 0.01% | Add +4.2% | 9,798 | $796K |
| Smartleaf Asset Management LLC | 0.09% | No change | 9,500 | $769K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 9,398 | $764K |
| GTS Securities LLC | 0.02% | New | 9,340 | $759K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.9% | 9,301 | $756K |
| Renaissance Technologies | 0.00% | Add +8.2% | 9,200 | $748K |
| Lloyd Advisory Services, LLC. | 0.35% | Add +0.6% | 8,791 | $714K |
| Mason & Associates Inc | 0.17% | No change | 8,541 | $694K |
| MBL Wealth, LLC | 0.07% | No change | 8,400 | $683K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,167 | $664K |
| US Bancorp \de | 0.00% | Add +820.3% | 8,154 | $663K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 8,065 | $655K |
| Atria Investments, Inc | 0.01% | New | 7,916 | $643K |
| Compound Planning, Inc. | 0.04% | New | 7,863 | $639K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Add +98.9% | 7,764 | $631K |
| REAP Financial Group, LLC | 0.15% | Reduce -32.0% | 7,582 | $616K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.0% | 6,732 | $547K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -51.5% | 6,578 | $535K |
| Clarus Wealth Advisors | 0.27% | Reduce -2.6% | 6,532 | $528K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.5% | 5,855 | $476K |
| GenWealth Group, Inc. | 0.11% | No change | 5,836 | $474K |
| Arkadios Wealth Advisors | 0.03% | No change | 5,814 | $473K |
| Captrust Financial Advisors | 0.00% | Add +7.2% | 5,599 | $455K |
| CreativeOne Wealth, LLC | 0.02% | New | 5,577 | $453K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 5,442 | $442K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,441 | $442K |
| 1832 Asset Management L.P. | 0.00% | Add +1.5% | 5,431 | $441K |
| One Wealth Advisors, LLC | 0.07% | Reduce -3.4% | 5,394 | $438K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.4% | 5,152 | $419K |
| Bank of Montreal | 0.00% | No change | 5,066 | $410K |
| MAI Capital Management | 0.00% | No change | 5,040 | $410K |
| Pineridge Advisors LLC | 0.15% | Add +1.1% | 4,753 | $386K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 4,600 | $374K |
| Oak Harvest Investment Services | 0.05% | Reduce -1.4% | 4,591 | $373K |
| WBH Advisory Inc. | 0.04% | Reduce -0.8% | 4,567 | $371K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $371K |
| SIMA Wealth Partners, LLC | 0.32% | No change | 4,537 | $369K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,477 | $364K |
| SMART Wealth LLC | 0.14% | New | 4,426 | $360K |
| Virtue Capital Management, LLC | 0.07% | New | 4,360 | $354K |
| Silverlake Wealth Management LLC | 0.14% | Add +2.0% | 4,334 | $352K |
| Citigroup Inc. | 0.00% | New | 4,293 | $349K |
| World Investment Advisors | 0.01% | New | 4,291 | $349K |
| Leo Wealth, LLC | 0.03% | Reduce -17.1% | 3,987 | $324K |
| Meridian Wealth Management, LLC | 0.02% | New | 3,952 | $321K |
| Sigma Planning Corp | 0.01% | New | 3,856 | $313K |
| Concorde Asset Management, LLC | 0.17% | New | 3,807 | $309K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $308K |
| AQR Capital Management | 0.00% | No change | 3,768 | $306K |
| Yoder Wealth Management, Inc. | 0.18% | No change | 3,741 | $304K |
| Mason & Associates, LLC | 0.09% | No change | 3,662 | $298K |
| Absolute Capital Management, LLC | 0.18% | New | 3,640 | $296K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $293K |
| FSA Advisors, Inc. | 0.29% | Add +14.1% | 3,901 | $292K |
| Lion Street Advisors, LLC | 0.10% | New | 3,568 | $290K |
| Global Retirement Partners, LLC | 0.01% | New | 3,476 | $282K |
| Pacific Financial Group Inc. | 0.20% | Reduce -8.2% | 3,406 | $277K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 3,328 | $270K |
| Blair William & Co. | 0.00% | No change | 3,305 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 3,268 | $266K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -13.4% | 3,220 | $262K |
| Continuum Advisory, LLC | 0.03% | No change | 3,120 | $259K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -5.5% | 3,122 | $254K |
| Spire Wealth Management | 0.01% | New | 3,086 | $251K |
| Colonial Trust Co / SC | 0.04% | No change | 3,069 | $249K |
| Brophy Wealth Management, LLC | 0.09% | — | 3,046 | $248K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +0.9% | 2,873 | $233K |
| Townsquare Capital LLC | 0.00% | Add +0.0% | 2,708 | $220K |
| Cerity Partners LLC | 0.00% | New | 2,641 | $215K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,525 | $205K |
| QRG Capital Management, Inc. | 0.00% | New | 2,511 | $204K |
| Franklin Resources Inc. | 0.00% | No change | 2,225 | $184K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 2,119 | $172K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,013 | $164K |
| Cwm, LLC | 0.00% | No change | 1,952 | $159K |
| SouthState Bank Corp | 0.01% | No change | 1,898 | $154K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Reduce -18.4% | 1,864 | $151K |
| Key Financial Inc | 0.03% | No change | 1,795 | $146K |
| Private Trust Co. NA | 0.01% | No change | 1,635 | $133K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,611 | $131K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,500 | $122K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,177 | $96K |
| Family Asset Management, LLC | 0.04% | No change | 871 | $71K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 848 | $69K |
| Jones Financial Companies LLLP | 0.00% | Add +2034.2% | 811 | $66K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 767 | $62K |
| Authentikos Wealth Advisory, LLC | 0.05% | New | 649 | $53K |
| Harbour Investments, Inc. | 0.00% | Add +112.7% | 619 | $50K |
| International Assets Investment Management, LLC | 0.00% | Reduce -11.3% | 591 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +56.3% | 433 | $35K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $33K |
| Signaturefd, LLC | 0.00% | No change | 366 | $30K |
| Bessemer Group Inc. | 0.00% | No change | 350 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $22K |
| GeoWealth Management, LLC | 0.00% | New | 257 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 243 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 160 | $13K |
| Creekmur Asset Management LLC | 0.00% | Add +0.6% | 159 | $13K |
| M&R Capital Management Inc. | 0.00% | No change | 124 | $10K |
| New Millennium Group LLC | 0.01% | Reduce -8.3% | 100 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 90 | $7K |
| Comerica Bank | 0.00% | New | 87 | $7K |
| Blue Trust, Inc. | 0.00% | New | 86 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 77 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Assetmark, Inc. | 0.00% | New | 51 | $4K |
"% 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.