iShares Russell Top 200 ValuIWXETF
13F holders, Q4 2024 (December 31)186holders −9
18new positions
37sold out
2famous investors
$79.06avg. 13F price*
At the end of Q4 2024, 186 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, down 9 from Q3 2024. 18 opened new positions and 37 sold out. The largest holders were Tiaa Trust, National Association ($816.2M), Envestnet Portfolio Solutions, Inc. ($487.4M) and First Citizens Bank & Trust Co. ($456.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $103.9M |
| Exits | 37 | $360.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,252,353 shares bought and 13,576,971 shares sold, net −11,324,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Tiaa Trust, National Association | 2.48% | Reduce -2.6% | 10,328,298 | $816.2M |
| Envestnet Portfolio Solutions, Inc. | 1.59% | Reduce -10.0% | 6,167,862 | $487.4M |
| First Citizens Bank & Trust Co. | 8.37% | Reduce -8.6% | 5,770,716 | $456.1M |
| AE Wealth Management LLC | 0.72% | Add +2.7% | 1,068,745 | $84.5M |
| Lido Advisors, LLC | 0.48% | New | 956,054 | $75.6M |
| SVB Wealth LLC | 1.06% | Add +202.0% | 717,934 | $56.7M |
| First Citizens Asset Management, Inc. | 14.04% | Reduce -7.7% | 485,582 | $38.4M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 397,620 | $31.4M |
| Wilmington Savings Fund Society, FSB | 0.56% | Add +5.7% | 392,187 | $31.0M |
| UBS Group AG | 0.01% | Add +2.8% | 309,180 | $24.4M |
| Compton Wealth Advisory Group, LLC | 5.04% | Add +3.0% | 247,238 | $19.5M |
| Sterling Capital Management LLC | 0.27% | Add +1.9% | 247,004 | $19.5M |
| Morgan Stanley | 0.00% | Add +38.4% | 242,024 | $19.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.9% | 227,714 | $18.0M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 225,506 | $17.8M |
| Bank of America Corp. | 0.00% | Add +14.3% | 222,441 | $17.6M |
| Truist Financial Corp. | 0.03% | Reduce -1.2% | 217,969 | $17.2M |
| Waverly Advisors, LLC | 0.25% | New | 201,682 | $15.9M |
| NewEdge Advisors, LLC | 0.08% | Reduce -1.4% | 177,969 | $14.1M |
| Bryn Mawr Trust Advisors, LLC | 0.71% | Add +10.1% | 167,688 | $13.3M |
| Kingdom Financial Group LLC. | 8.80% | Reduce -2.9% | 162,891 | $12.9M |
| Howard Bailey Securities, LLC | 4.66% | Add +4.8% | 158,914 | $12.6M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +2.2% | 148,992 | $11.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +26.3% | 130,841 | $11.0M |
| Wells Fargo & Company | 0.00% | Reduce -21.3% | 134,356 | $10.6M |
| Horst & Graben Wealth Management LLC | 1.80% | Add +1.8% | 127,913 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 107,444 | $8.5M |
| Raymond James Financial Inc. | 0.00% | — | 102,055 | $8.1M |
| Richard P Slaughter Associates Inc | 1.63% | New | 91,892 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -81.7% | 80,890 | $6.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.67% | Add +875.6% | 75,746 | $6.0M |
| LifeWealth Investments, LLC | 3.89% | — | 74,250 | $5.9M |
| GLOBALT Investments LLC / GA | 0.21% | Reduce -2.3% | 68,156 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -84.6% | 67,686 | $5.3M |
| Legacy Advisory Services, LLC | 4.55% | Reduce -0.0% | 67,539 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.6% | 66,046 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -67.9% | 61,868 | $4.9M |
| Veridan Wealth LLC | 2.19% | — | 56,356 | $4.7M |
| Csenge Advisory Group | 0.24% | Reduce -10.2% | 55,434 | $4.4M |
| Concorde Asset Management, LLC | 2.15% | Add +1268.6% | 52,103 | $4.1M |
| Harbor Investment Advisory, LLC | 0.37% | Reduce -0.9% | 50,179 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -99.3% | 45,425 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -3.6% | 40,442 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.57% | Reduce -5.9% | 39,049 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.4% | 37,164 | $2.9M |
| Mariner, LLC | 0.00% | Add +8.1% | 33,650 | $2.7M |
| Citadel Advisors | 0.00% | Add +137.7% | 32,660 | $2.6M |
| FWG Investments, LLC. | 1.90% | Add +0.8% | 30,942 | $2.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.43% | Reduce -1.3% | 26,270 | $2.1M |
| Prime Buchholz LLC | 0.59% | — | 22,780 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -10.8% | 20,851 | $1.6M |
| Country Club Bank | 0.11% | Reduce -1.3% | 20,793 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +25.1% | 20,520 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.6% | 20,514 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.9% | 19,753 | $1.6M |
| Quest 10 Wealth Builders, Inc. | 1.51% | — | 19,146 | $1.5M |
| Optima Capital LLC | 0.99% | — | 18,243 | $1.4M |
| Fidelis Capital Partners, LLC | 0.14% | Add +48.6% | 16,761 | $1.4M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.4M |
| Arcadia Wealth Management, LLC | 0.66% | Reduce -4.7% | 16,551 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -77.6% | 16,378 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,294 | $1.2M |
| Venture Visionary Partners LLC | 0.05% | Add +0.3% | 14,886 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 14,182 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Add +2.9% | 13,998 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.4% | 13,946 | $1.1M |
| Alpha Zero LLC | 0.84% | — | 13,925 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -47.2% | 13,840 | $1.1M |
| Signal Advisors Wealth, LLC | 0.12% | Add +12.5% | 13,353 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -3.7% | 13,188 | $1.0M |
| Savvy Advisors, Inc. | 0.12% | New | 13,076 | $1.0M |
| M&T Bank Corp | 0.00% | Add +24.4% | 12,753 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -0.4% | 12,497 | $988K |
| Simplicity Wealth,LLC | 0.20% | Reduce -87.8% | 11,934 | $943K |
| JSF Financial, LLC | 0.25% | New | 11,653 | $921K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.2% | 11,183 | $890K |
| FMR LLC | 0.00% | Reduce -5.4% | 10,002 | $790K |
| Fifth Third Bancorp | 0.00% | Add +23.0% | 9,921 | $784K |
| Lord & Richards Wealth Management, LLC | 1.64% | — | 9,862 | $779K |
| Smartleaf Asset Management LLC | 0.08% | No change | 9,500 | $749K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 9,398 | $743K |
| Synovus Financial Corp. | 0.01% | Reduce -8.9% | 8,924 | $706K |
| Lloyd Advisory Services, LLC. | 0.33% | Add +1.2% | 8,895 | $703K |
| Mason & Associates Inc | 0.16% | No change | 8,541 | $675K |
| Victory Financial Group, LLC | 0.17% | — | 8,427 | $666K |
| MBL Wealth, LLC | 0.07% | No change | 8,400 | $664K |
| Prospera Financial Services Inc | 0.01% | Add +19.3% | 8,032 | $635K |
| Peninsula Wealth, LLC | 0.11% | New | 7,951 | $628K |
| Transce3nd, LLC | 0.21% | — | 7,901 | $624K |
| Decker Retirement Planning Inc. | 0.36% | — | 7,763 | $614K |
| Linden Thomas Advisory Services, LLC | 0.08% | New | 7,518 | $594K |
| Equitable Holdings, Inc. | 0.01% | Add +109.5% | 6,973 | $551K |
| REAP Financial Group, LLC | 0.13% | Reduce -11.2% | 6,733 | $532K |
| SMART Wealth LLC | 0.18% | Add +46.7% | 6,491 | $513K |
| Clarus Wealth Advisors | 0.25% | Reduce -2.6% | 6,360 | $504K |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 6,349 | $502K |
| Pine Valley Investments Ltd Liability Co | 0.03% | New | 6,193 | $489K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +31.4% | 5,883 | $465K |
| GenWealth Group, Inc. | 0.10% | No change | 5,836 | $461K |
| Arkadios Wealth Advisors | 0.03% | No change | 5,814 | $459K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.6% | 5,588 | $442K |
| FLP Wealth Management, LLC | 1.13% | — | 5,577 | $441K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,441 | $430K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,431 | $429K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.6% | 5,420 | $428K |
| One Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 5,382 | $425K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.7% | 5,186 | $410K |
| MAI Capital Management | 0.00% | Add +1.5% | 5,115 | $404K |
| Bank of Montreal | 0.00% | No change | 5,066 | $400K |
| Vantage Point Financial LLC | 0.20% | — | 4,689 | $371K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 4,600 | $364K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $361K |
| WBH Advisory Inc. | 0.03% | Reduce -0.4% | 4,548 | $359K |
| SIMA Wealth Partners, LLC | 0.30% | No change | 4,537 | $359K |
| Leo Wealth, LLC | 0.03% | Add +12.8% | 4,499 | $356K |
| Silverlake Wealth Management LLC | 0.13% | Reduce -0.1% | 4,328 | $342K |
| BlackRock, Inc. | 0.00% | New | 4,214 | $333K |
| Pineridge Advisors LLC | 0.13% | Reduce -11.6% | 4,204 | $332K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -39.8% | 3,963 | $313K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 3,963 | $313K |
| Jones Financial Companies LLLP | 0.00% | Add +371.9% | 3,827 | $302K |
| FSA Advisors, Inc. | 0.37% | Reduce -2.2% | 3,816 | $302K |
| Maripau Wealth Management LLC | 0.18% | New | 3,782 | $299K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $298K |
| AQR Capital Management | 0.00% | No change | 3,768 | $298K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 3,741 | $296K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $285K |
| Blair William & Co. | 0.00% | Add +7.8% | 3,561 | $281K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -34.9% | 3,542 | $280K |
| Cwm, LLC | 0.00% | Add +78.1% | 3,477 | $275K |
| Affinity Capital Advisors, LLC | 0.05% | Add +6.2% | 3,314 | $264K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -41.4% | 3,271 | $259K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,268 | $258K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,220 | $254K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,145 | $249K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,143 | $248K |
| Diversified Trust Co. | 0.01% | New | 3,141 | $248K |
| Continuum Advisory, LLC | 0.03% | No change | 3,120 | $247K |
| Alta Wealth Advisors LLC | 0.10% | New | 2,996 | $237K |
| LifePlan Investment Advisors, Inc. | 0.14% | Add +2.5% | 2,944 | $233K |
| Pacific Financial Group Inc. | 0.16% | Reduce -20.4% | 2,712 | $214K |
| Townsquare Capital LLC | 0.00% | No change | 2,708 | $214K |
| Cerity Partners LLC | 0.00% | No change | 2,641 | $209K |
| Colonial Trust Co / SC | 0.03% | Reduce -14.2% | 2,632 | $208K |
| Mason & Associates, LLC | 0.06% | Reduce -30.4% | 2,548 | $201K |
| Franklin Resources Inc. | 0.00% | No change | 2,225 | $176K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.8% | 2,102 | $166K |
| SouthState Bank Corp | 0.01% | No change | 1,898 | $150K |
| GeoWealth Management, LLC | 0.00% | Add +637.7% | 1,896 | $150K |
| Sound Income Strategies, LLC | 0.01% | Reduce -6.2% | 1,889 | $149K |
| Key Financial Inc | 0.03% | No change | 1,795 | $142K |
| Private Trust Co. NA | 0.01% | No change | 1,635 | $129K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,500 | $119K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -23.6% | 1,425 | $113K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,177 | $93K |
| Citigroup Inc. | 0.00% | Reduce -77.0% | 989 | $78K |
| US Bancorp \de | 0.00% | Reduce -88.5% | 936 | $74K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 767 | $60K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -53.8% | 745 | $59K |
| Capital A Wealth Management, LLC | 0.10% | — | 730 | $58K |
| Centricity Wealth Management, LLC | 0.05% | — | 680 | $54K |
| FPC Investment Advisory, Inc. | 0.03% | New | 506 | $42K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -52.1% | 406 | $32K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $32K |
| Signaturefd, LLC | 0.00% | No change | 366 | $29K |
| CoreCap Advisors, LLC | 0.00% | Add +48.6% | 361 | $29K |
| Bessemer Group Inc. | 0.00% | No change | 350 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -52.5% | 294 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $23K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -36.0% | 277 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $21K |
| New Millennium Group LLC | 0.01% | Add +144.0% | 244 | $19K |
| Principal Securities, Inc. | 0.00% | Reduce -99.9% | 201 | $16K |
| Allworth Financial LP | 0.00% | New | 186 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 159 | $13K |
| Golden State Wealth Management, LLC | 0.00% | — | 103 | $8K |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $8K |
| Qube Research & Technologies Ltd | 0.00% | New | 96 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 93 | $7K |
| Blue Trust, Inc. | 0.00% | Add +5.8% | 91 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 90 | $7K |
| Comerica Bank | 0.00% | No change | 87 | $7K |
| YANKCOM Partnership | 0.00% | — | 79 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +1.5% | 68 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -98.6% | 48 | $4K |
| West Paces Advisors Inc. | 0.00% | New | 39 | $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.