iShares Russell Top 200 ValuIWXETF
13F holders, Q1 2025 (March 31)220holders +34
55new positions
17sold out
1famous investor
$82.17avg. 13F price*
At the end of Q1 2025, 220 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 34 from Q4 2024. 55 opened new positions and 17 sold out. The largest holders were Tiaa Trust, National Association ($917.0M), Envestnet Portfolio Solutions, Inc. ($515.4M) and First Citizens Bank & Trust Co. ($480.1M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $234.2M |
| Exits | 17 | $68.9M |
All 13F filers, Q4 2024 → Q1 2025: 9,856,820 shares bought and 1,134,696 shares sold, net +8,722,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| Tiaa Trust, National Association | 2.86% | Add +8.0% | 11,158,373 | $917.0M |
| Envestnet Portfolio Solutions, Inc. | 1.97% | Add +1.7% | 6,271,190 | $515.4M |
| First Citizens Bank & Trust Co. | 12.19% | Add +1.2% | 5,842,083 | $480.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +8893.6% | 4,085,345 | $335.7M |
| Clark Capital Management Group, Inc. | 0.74% | New | 1,250,520 | $102.8M |
| Lido Advisors, LLC | 0.51% | Add +8.4% | 1,036,229 | $85.2M |
| AE Wealth Management LLC | 0.70% | Reduce -5.3% | 1,011,637 | $83.1M |
| LPL Financial LLC | 0.02% | Add +672.4% | 624,829 | $51.3M |
| Orion Porfolio Solutions, LLC | 0.45% | New | 553,731 | $45.5M |
| Orion Portfolio Solutions, LLC | 0.45% | New | 553,731 | $45.5M |
| First Citizens Asset Management, Inc. | 15.57% | Add +0.3% | 487,012 | $40.0M |
| Wilmington Savings Fund Society, FSB | 0.65% | Add +7.4% | 421,274 | $34.6M |
| Richard P Slaughter Associates Inc | 8.01% | Add +353.9% | 417,093 | $34.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.6% | 355,537 | $29.2M |
| Cetera Investment Advisers | 0.05% | Add +409.3% | 344,708 | $28.3M |
| UBS Group AG | 0.01% | Reduce -2.3% | 302,224 | $24.8M |
| JSF Financial, LLC | 5.51% | Add +2082.3% | 254,298 | $20.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.2% | 253,062 | $20.8M |
| Compton Wealth Advisory Group, LLC | 5.62% | Reduce -0.3% | 246,480 | $20.3M |
| Sterling Capital Management LLC | 0.30% | Reduce -3.6% | 238,190 | $19.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.8% | 231,909 | $19.1M |
| Bank of America Corp. | 0.00% | Add +1.3% | 225,343 | $18.5M |
| Waverly Advisors, LLC | 0.20% | Add +1.3% | 204,237 | $16.8M |
| Morgan Stanley | 0.00% | Reduce -20.4% | 192,588 | $15.8M |
| Bryn Mawr Trust Advisors, LLC | 0.94% | Add +13.6% | 190,435 | $15.6M |
| Truist Financial Corp. | 0.02% | Reduce -14.2% | 187,047 | $15.4M |
| NewEdge Advisors, LLC | 0.08% | Reduce -4.3% | 170,356 | $14.0M |
| Howard Bailey Securities, LLC | 4.62% | Add +6.1% | 168,560 | $13.9M |
| Kingdom Financial Group LLC. | 9.26% | Reduce -5.6% | 153,795 | $12.6M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +3.1% | 153,687 | $12.6M |
| Sanctuary Advisors, LLC | 0.09% | Add +14.2% | 149,382 | $12.3M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 140,555 | $11.6M |
| LifeWealth Investments, LLC | 5.12% | Add +74.5% | 129,588 | $10.6M |
| Horst & Graben Wealth Management LLC | 1.76% | Reduce -6.6% | 119,449 | $9.8M |
| MML Investors Services, LLC | 0.03% | Add +90.1% | 117,598 | $9.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 104,853 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 102,423 | $8.4M |
| Simplicity Wealth,LLC | 0.63% | Add +729.2% | 98,954 | $8.1M |
| B.O.S.S. Retirement Advisors, LLC | 1.68% | Reduce -6.8% | 70,559 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.5% | 70,370 | $5.8M |
| SigFig Wealth Management, LLC | 0.21% | New | 70,194 | $5.7M |
| Legacy Advisory Services, LLC | 4.77% | Add +1.8% | 68,771 | $5.7M |
| GLOBALT Investments LLC / GA | 0.23% | Reduce -0.7% | 67,652 | $5.6M |
| Veridan Wealth LLC | 2.49% | Add +19.1% | 67,148 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +248.9% | 57,142 | $4.7M |
| Centennial Wealth Advisory LLC | 1.63% | New | 54,691 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | New | 52,537 | $4.3M |
| Csenge Advisory Group | 0.24% | Add +0.8% | 55,894 | $4.3M |
| Harbor Investment Advisory, LLC | 0.40% | Add +0.0% | 50,180 | $4.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +3.7% | 41,956 | $3.4M |
| Park Avenue Securities LLC | 0.04% | New | 41,454 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.10% | New | 40,306 | $3.3M |
| Voya Investment Management LLC | 0.00% | Add +179.0% | 38,608 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.65% | Reduce -3.2% | 37,783 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -2.1% | 36,371 | $3.0M |
| Mariner, LLC | 0.00% | Add +0.9% | 33,946 | $2.8M |
| FWG Investments, LLC. | 2.79% | Reduce -6.3% | 28,988 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.2% | 28,560 | $2.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.41% | Reduce -4.2% | 25,167 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +15.7% | 23,740 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +70.0% | 23,715 | $1.9M |
| Prime Buchholz LLC | 0.65% | No change | 22,780 | $1.9M |
| GTS Securities LLC | 0.08% | New | 21,554 | $1.8M |
| Country Club Bank | 0.11% | Add +0.2% | 20,838 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 20,026 | $1.6M |
| Quest 10 Wealth Builders, Inc. | 1.65% | Reduce -2.1% | 18,748 | $1.5M |
| Waldron Private Wealth LLC | 0.07% | No change | 17,308 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 16,587 | $1.4M |
| Arcadia Wealth Management, LLC | 0.67% | Reduce -0.2% | 16,512 | $1.4M |
| Fidelis Capital Partners, LLC | 0.14% | Add +0.8% | 16,888 | $1.3M |
| Private Advisor Group, LLC | 0.01% | New | 15,753 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +187.4% | 15,578 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,294 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Add +7.1% | 14,989 | $1.2M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 14,913 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.06% | New | 14,847 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -30.3% | 14,535 | $1.2M |
| Kelly Financial Services LLC | 0.41% | New | 14,295 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 14,061 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +40.8% | 15,748 | $1.2M |
| Signal Advisors Wealth, LLC | 0.11% | Add +4.7% | 13,980 | $1.1M |
| Alpha Zero LLC | 0.87% | No change | 13,925 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | New | 13,780 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -6.0% | 11,743 | $965K |
| Cresset Asset Management, LLC | 0.00% | New | 11,690 | $961K |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -11.7% | 11,640 | $957K |
| Synovus Financial Corp. | 0.01% | Add +19.5% | 10,666 | $876K |
| FMR LLC | 0.00% | Add +5.3% | 10,534 | $866K |
| Jones Financial Companies LLLP | 0.00% | Add +177.2% | 10,610 | $863K |
| Franklin Resources Inc. | 0.00% | Add +359.3% | 10,220 | $840K |
| Decker Retirement Planning Inc. | 0.49% | Add +22.2% | 9,483 | $779K |
| Smartleaf Asset Management LLC | 0.07% | No change | 9,500 | $773K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 9,398 | $772K |
| Transce3nd, LLC | 0.34% | Add +17.4% | 9,280 | $763K |
| Lord & Richards Wealth Management, LLC | 0.83% | Reduce -9.7% | 8,908 | $732K |
| SCS Capital Management LLC | 0.01% | New | 8,851 | $727K |
| Lloyd Advisory Services, LLC. | 0.36% | Reduce -1.2% | 8,791 | $722K |
| Prospera Financial Services Inc | 0.02% | Add +6.6% | 8,562 | $704K |
| Fifth Third Bancorp | 0.00% | Reduce -13.8% | 8,555 | $703K |
| Avantax Advisory Services, Inc. | 0.00% | Add +115.5% | 8,540 | $702K |
| Victory Financial Group, LLC | 0.13% | Add +0.4% | 8,457 | $695K |
| Mason & Associates Inc | 0.17% | Reduce -1.4% | 8,420 | $692K |
| Centerpoint Advisory Group | 0.66% | New | 8,205 | $674K |
| MBL Wealth, LLC | 0.07% | Reduce -4.8% | 8,000 | $657K |
| Captrust Financial Advisors | 0.00% | Add +21.1% | 7,691 | $632K |
| Equitable Holdings, Inc. | 0.01% | Add +6.1% | 7,397 | $608K |
| Iams Wealth Management, LLC | 0.27% | New | 7,064 | $581K |
| Optivise Advisory Services LLC | 0.32% | New | 7,023 | $577K |
| SMART Wealth LLC | 0.20% | Add +4.2% | 6,764 | $556K |
| Colonial River Investments, LLC | 0.28% | New | 6,280 | $516K |
| FLP Wealth Management, LLC | 1.58% | Add +8.4% | 6,045 | $497K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,013 | $494K |
| Arkadios Wealth Advisors | 0.02% | Add +3.2% | 6,000 | $493K |
| Compound Planning, Inc. | 0.02% | New | 5,878 | $483K |
| GenWealth Group, Inc. | 0.11% | No change | 5,836 | $480K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.3% | 5,771 | $474K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,441 | $447K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,431 | $446K |
| Beacon Financial Group | 0.05% | New | 5,376 | $442K |
| Heck Capital Advisors, LLC | 0.05% | New | 5,359 | $440K |
| CreativeOne Wealth, LLC | 0.01% | Add +61.9% | 5,294 | $435K |
| Axxcess Wealth Management, LLC | 0.01% | New | 5,184 | $426K |
| Claro Advisors Inc. | 0.06% | New | 5,147 | $423K |
| MAI Capital Management | 0.00% | Reduce -0.3% | 5,102 | $419K |
| Bank of Montreal | 0.00% | No change | 5,066 | $416K |
| US Bancorp \de | 0.00% | Add +438.5% | 5,040 | $414K |
| M&T Bank Corp | 0.00% | Reduce -62.7% | 4,753 | $391K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 4,682 | $385K |
| Atria Investments, Inc | 0.00% | New | 4,609 | $379K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 4,600 | $378K |
| One Wealth Advisors, LLC | 0.06% | Reduce -14.6% | 4,594 | $377K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $375K |
| WBH Advisory Inc. | 0.03% | No change | 4,548 | $374K |
| SIMA Wealth Partners, LLC | 0.31% | No change | 4,537 | $373K |
| Vantage Point Financial LLC | 0.19% | Reduce -3.7% | 4,514 | $371K |
| REAP Financial Group, LLC | 0.09% | Reduce -33.1% | 4,504 | $370K |
| Parallel Advisors, LLC | 0.01% | Add +4298.0% | 4,398 | $361K |
| Affinity Capital Advisors, LLC | 0.07% | Add +38.9% | 4,604 | $356K |
| Silverlake Wealth Management LLC | 0.14% | Reduce -0.1% | 4,322 | $355K |
| BlackRock, Inc. | 0.00% | No change | 4,214 | $346K |
| Pineridge Advisors LLC | 0.13% | Reduce -0.9% | 4,165 | $342K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 4,149 | $341K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.1% | 3,969 | $326K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $310K |
| AQR Capital Management | 0.00% | No change | 3,768 | $310K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 3,741 | $307K |
| FSA Advisors, Inc. | 0.24% | Reduce -2.8% | 3,709 | $305K |
| Maripau Wealth Management LLC | 0.17% | Reduce -4.6% | 3,607 | $296K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $296K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.1% | 3,585 | $295K |
| Blair William & Co. | 0.00% | No change | 3,561 | $293K |
| Continuum Advisory, LLC | 0.04% | Add +13.8% | 3,549 | $292K |
| Stifel Financial Corp. | 0.00% | New | 3,323 | $273K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -7.7% | 3,271 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.2% | 3,228 | $265K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,220 | $265K |
| Sigma Planning Corp | 0.01% | New | 3,194 | $262K |
| World Investment Advisors | 0.01% | New | 3,153 | $259K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,145 | $258K |
| Diversified Trust Co. | 0.01% | No change | 3,141 | $258K |
| Creative Planning | 0.00% | New | 3,120 | $256K |
| Legacy Edge Advisors, LLC | 0.04% | New | 3,059 | $251K |
| Financial Advocates Investment Management | 0.02% | New | 3,023 | $248K |
| KFA Private Wealth Group, LLC | 0.09% | New | 3,019 | $248K |
| Townsquare Capital LLC | 0.00% | Add +9.3% | 2,961 | $243K |
| Mgo One Seven LLC | 0.01% | New | 2,854 | $235K |
| LifePlan Investment Advisors, Inc. | 0.13% | Reduce -3.1% | 2,852 | $234K |
| Cerity Partners LLC | 0.00% | No change | 2,641 | $217K |
| Colonial Trust Co / SC | 0.03% | No change | 2,632 | $216K |
| Virtue Capital Management, LLC | 0.03% | New | 2,622 | $216K |
| Lion Street Advisors, LLC | 0.07% | New | 2,607 | $214K |
| Mason & Associates, LLC | 0.06% | No change | 2,548 | $209K |
| Alta Wealth Advisors LLC | 0.10% | Reduce -15.5% | 2,532 | $208K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,525 | $207K |
| Pacific Financial Group Inc. | 0.16% | Reduce -9.2% | 2,462 | $202K |
| GeoWealth Management, LLC | 0.01% | Add +10.5% | 2,095 | $172K |
| Cwm, LLC | 0.00% | Reduce -43.9% | 1,952 | $160K |
| SouthState Bank Corp | 0.01% | No change | 1,898 | $156K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,889 | $155K |
| Private Trust Co. NA | 0.02% | Add +11.3% | 1,820 | $150K |
| Key Financial Inc | 0.03% | No change | 1,795 | $148K |
| AdvisorNet Financial, Inc | 0.01% | New | 1,480 | $122K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,177 | $97K |
| Spire Wealth Management | 0.00% | New | 1,173 | $96K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -45.3% | 1,150 | $95K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -26.7% | 1,100 | $90K |
| Signaturefd, LLC | 0.00% | Add +186.6% | 1,049 | $86K |
| Beacon Capital Management, LLC | 0.01% | New | 848 | $70K |
| Park Square Financial Group, LLC | 0.05% | New | 828 | $68K |
| CoreCap Advisors, LLC | 0.00% | Add +121.9% | 801 | $66K |
| Assetmark, Inc. | 0.00% | New | 778 | $64K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 745 | $61K |
| Richardson Financial Services Inc. | 0.04% | New | 714 | $59K |
| Centricity Wealth Management, LLC | 0.05% | No change | 680 | $56K |
| Harbour Investments, Inc. | 0.00% | Add +126.5% | 666 | $55K |
| Parkside Financial Bank & Trust | 0.01% | New | 632 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 549 | $45K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -25.2% | 546 | $45K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 406 | $33K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Add +314.6% | 398 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 350 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $24K |
| AlphaCore Capital LLC | 0.00% | New | 270 | $22K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $22K |
| Coldstream Capital Management Inc. | 0.00% | New | 262 | $22K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 203 | $17K |
| New Millennium Group LLC | 0.01% | Reduce -19.7% | 196 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 201 | $16K |
| Allworth Financial LP | 0.00% | No change | 186 | $15K |
| Creekmur Asset Management LLC | 0.00% | Reduce -0.6% | 158 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 103 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 91 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 90 | $7K |
| Comerica Bank | 0.00% | No change | 87 | $7K |
| Center for Financial Planning, Inc. | 0.00% | New | 83 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 73 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 45 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -69.9% | 28 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 23 | $2K |
"% 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.