iShares Russell Top 200 ValuIWXETF
13F holders, Q2 2025 (June 30)206holders −14
26new positions
39sold out
4famous investors
$84.18avg. 13F price*
At the end of Q2 2025, 206 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, down 14 from Q1 2025. 26 opened new positions and 39 sold out. The largest holders were Tiaa Trust, National Association ($1.1B), Envestnet Portfolio Solutions, Inc. ($553.0M) and First Citizens Bank & Trust Co. ($522.6M). 4 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $60.5M |
| Exits | 39 | $180.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,474,778 shares bought and 7,479,659 shares sold, net −4,004,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Tiaa Trust, National Association | 2.77% | Add +13.2% | 12,631,293 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 2.03% | Add +4.7% | 6,568,250 | $553.0M |
| First Citizens Bank & Trust Co. | 9.46% | Add +6.3% | 6,207,939 | $522.6M |
| AE Wealth Management LLC | 0.63% | Add +0.6% | 1,017,400 | $85.7M |
| Lido Advisors, LLC | 0.45% | Reduce -3.5% | 999,539 | $84.2M |
| SVB Wealth LLC | 2.40% | New | 532,559 | $44.8M |
| First Citizens Asset Management, Inc. | 15.36% | Add +5.7% | 514,537 | $43.3M |
| Richard P Slaughter Associates Inc | 8.74% | Add +22.1% | 509,205 | $42.9M |
| Wilmington Savings Fund Society, FSB | 0.71% | Add +11.9% | 471,432 | $39.7M |
| UBS Group AG | 0.01% | Add +0.3% | 303,263 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.0% | 298,492 | $25.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.4% | 274,444 | $23.1M |
| JSF Financial, LLC | 5.14% | Add +1.0% | 256,923 | $21.6M |
| Compton Wealth Advisory Group, LLC | 5.28% | Add +0.5% | 247,717 | $20.9M |
| Sterling Capital Management LLC | 0.29% | Add +0.1% | 238,514 | $20.1M |
| Bryn Mawr Trust Advisors, LLC | 1.02% | Add +16.4% | 221,662 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 208,398 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.2% | 203,661 | $17.1M |
| Waverly Advisors, LLC | 0.19% | Reduce -0.6% | 203,059 | $17.1M |
| Truist Financial Corp. | 0.02% | Reduce -0.4% | 186,379 | $15.7M |
| Simplicity Wealth,LLC | 0.64% | Add +85.5% | 183,593 | $15.5M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 181,516 | $15.3M |
| Howard Bailey Securities, LLC | 4.48% | Add +2.4% | 172,528 | $14.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -0.5% | 169,485 | $14.3M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +9.8% | 168,732 | $14.2M |
| LifeWealth Investments, LLC | 4.89% | Add +23.4% | 159,915 | $13.5M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.3% | 157,228 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 135,957 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Add +729.7% | 129,255 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +16.1% | 118,934 | $10.0M |
| Horst & Graben Wealth Management LLC | 1.64% | Reduce -1.2% | 117,978 | $9.9M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 99,635 | $8.4M |
| Kingdom Financial Group LLC. | 6.39% | Reduce -43.5% | 86,942 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -87.3% | 79,514 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -98.0% | 79,489 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.8% | 75,178 | $6.3M |
| B.O.S.S. Retirement Advisors, LLC | 1.44% | Reduce -3.5% | 68,075 | $5.7M |
| Legacy Advisory Services, LLC | 4.48% | Reduce -2.3% | 67,162 | $5.7M |
| GLOBALT Investments LLC / GA | 0.22% | Reduce -1.1% | 66,882 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +156.5% | 60,826 | $5.1M |
| Csenge Advisory Group | 0.24% | Reduce -0.2% | 55,778 | $4.6M |
| Mariner, LLC | 0.01% | Add +57.9% | 53,597 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -56.2% | 51,556 | $4.3M |
| Harbor Investment Advisory, LLC | 0.38% | No change | 50,180 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -87.3% | 43,862 | $3.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +3.2% | 37,525 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.52% | Reduce -10.3% | 33,872 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -24.9% | 31,504 | $2.7M |
| Two Sigma Investments, LP | 0.00% | New | 31,000 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -22.3% | 29,994 | $2.5M |
| FWG Investments, LLC. | 1.81% | Reduce -2.2% | 28,360 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | New | 25,740 | $2.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.38% | Reduce -3.4% | 24,309 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.7% | 23,223 | $2.0M |
| Prime Buchholz LLC | 0.61% | No change | 22,780 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 20,338 | $1.7M |
| Country Club Bank | 0.11% | Reduce -4.0% | 19,996 | $1.7M |
| Quest 10 Wealth Builders, Inc. | 1.54% | Add +0.1% | 18,760 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -67.3% | 18,694 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -25.4% | 17,705 | $1.5M |
| Citadel Advisors | 0.00% | New | 17,510 | $1.5M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +17.8% | 17,483 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | New | 17,005 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.0% | 16,537 | $1.4M |
| Strategic Blueprint, LLC | 0.07% | Add +8.4% | 16,247 | $1.4M |
| Arcadia Wealth Management, LLC | 0.58% | Reduce -5.1% | 15,672 | $1.3M |
| Fidelis Capital Partners, LLC | 0.12% | Reduce -7.2% | 15,678 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.9% | 15,584 | $1.3M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 14,949 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.4% | 14,187 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 14,061 | $1.2M |
| Alpha Zero LLC | 0.76% | No change | 13,925 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +18.6% | 13,809 | $1.2M |
| Heck Capital Advisors, LLC | 0.10% | Add +149.4% | 13,366 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +25.0% | 13,264 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +2.8% | 12,071 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -24.0% | 11,973 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.2% | 11,203 | $943K |
| Synovus Financial Corp. | 0.01% | Add +1.8% | 10,855 | $914K |
| Prospera Financial Services Inc | 0.02% | Add +23.4% | 10,564 | $889K |
| Centerpoint Advisory Group | 0.76% | Add +26.6% | 10,384 | $874K |
| Stifel Financial Corp. | 0.00% | Add +210.3% | 10,311 | $868K |
| Transce3nd, LLC | 0.36% | Add +10.4% | 10,246 | $863K |
| Franklin Resources Inc. | 0.00% | No change | 10,220 | $860K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -27.4% | 10,151 | $855K |
| Renaissance Technologies | 0.00% | New | 9,800 | $825K |
| Brookstone Capital Management | 0.01% | New | 9,733 | $819K |
| FMR LLC | 0.00% | Reduce -10.2% | 9,457 | $796K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 9,398 | $791K |
| Decker Retirement Planning Inc. | 0.46% | Reduce -1.4% | 9,353 | $787K |
| Lloyd Advisory Services, LLC. | 0.36% | Add +0.8% | 8,859 | $746K |
| SCS Capital Management LLC | 0.01% | No change | 8,851 | $745K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -10.4% | 8,511 | $714K |
| Victory Financial Group, LLC | 0.11% | No change | 8,457 | $712K |
| Mason & Associates Inc | 0.16% | No change | 8,420 | $709K |
| Claro Advisors Inc. | 0.12% | Add +63.0% | 8,388 | $706K |
| Equitable Holdings, Inc. | 0.01% | Add +11.9% | 8,279 | $697K |
| HRT Financial LP | 0.00% | New | 7,922 | $666K |
| Captrust Financial Advisors | 0.00% | No change | 7,691 | $648K |
| Merit Financial Group, LLC | 0.01% | New | 7,652 | $644K |
| Fifth Third Bancorp | 0.00% | Reduce -10.9% | 7,620 | $642K |
| Quantinno Capital Management LP | 0.00% | New | 7,209 | $607K |
| FLP Wealth Management, LLC | 1.70% | Add +18.7% | 7,174 | $604K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +49.3% | 6,991 | $589K |
| SMART Wealth LLC | 0.18% | Reduce -0.5% | 6,729 | $567K |
| Gibbs Wealth Management | 0.11% | New | 6,677 | $562K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -22.5% | 6,621 | $557K |
| MBL Wealth, LLC | 0.05% | Reduce -18.8% | 6,500 | $547K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +71.6% | 6,153 | $518K |
| Arkadios Wealth Advisors | 0.02% | Add +1.7% | 6,102 | $514K |
| Confluence Wealth Services, Inc. | 0.03% | New | 6,029 | $508K |
| Farther Finance Advisors, LLC | 0.01% | New | 5,909 | $497K |
| GenWealth Group, Inc. | 0.10% | No change | 5,836 | $491K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,819 | $490K |
| Fisher Asset Management | 0.00% | New | 5,720 | $482K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.3% | 5,583 | $470K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,431 | $457K |
| Glenmede Investment Management, LP | 0.00% | — | 5,348 | $450K |
| FSA Advisors, Inc. | 0.36% | Add +43.7% | 5,331 | $449K |
| MAI Capital Management | 0.00% | No change | 5,102 | $430K |
| Bank of Montreal | 0.00% | No change | 5,066 | $427K |
| M&T Bank Corp | 0.00% | No change | 4,753 | $400K |
| Affinity Capital Advisors, LLC | 0.07% | Add +0.5% | 4,628 | $390K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 4,600 | $387K |
| One Wealth Advisors, LLC | 0.05% | No change | 4,594 | $387K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $384K |
| SIMA Wealth Partners, LLC | 0.31% | No change | 4,537 | $382K |
| Vantage Point Financial LLC | 0.17% | Add +0.0% | 4,515 | $380K |
| REAP Financial Group, LLC | 0.09% | Reduce -0.8% | 4,470 | $376K |
| Parallel Advisors, LLC | 0.01% | No change | 4,398 | $370K |
| Pineridge Advisors LLC | 0.13% | Add +2.0% | 4,248 | $358K |
| BlackRock, Inc. | 0.00% | No change | 4,214 | $355K |
| Evoke Wealth, LLC | 0.01% | New | 4,148 | $349K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.3% | 3,837 | $323K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $317K |
| AQR Capital Management | 0.00% | No change | 3,768 | $317K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 3,741 | $315K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $304K |
| Financial Advocates Investment Management | 0.02% | Add +17.9% | 3,564 | $300K |
| Blair William & Co. | 0.00% | Reduce -0.5% | 3,543 | $298K |
| Leo Wealth, LLC | 0.02% | New | 3,534 | $298K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -18.6% | 3,519 | $296K |
| Maripau Wealth Management LLC | 0.15% | Reduce -2.7% | 3,510 | $296K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -17.8% | 3,411 | $287K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -39.0% | 3,232 | $272K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,228 | $272K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,145 | $265K |
| Diversified Trust Co. | 0.01% | No change | 3,141 | $264K |
| Jane Street Group, LLC | 0.00% | Reduce -81.2% | 3,121 | $263K |
| Argent Trust Co | 0.01% | New | 3,113 | $262K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -49.6% | 3,028 | $255K |
| Private Trust Co. NA | 0.02% | Add +65.8% | 3,017 | $254K |
| WBH Advisory Inc. | 0.02% | Reduce -37.3% | 2,854 | $240K |
| Focus Partners Wealth | 0.00% | New | 2,785 | $234K |
| Cerity Partners LLC | 0.00% | No change | 2,641 | $222K |
| Alta Wealth Advisors LLC | 0.10% | Add +4.0% | 2,632 | $222K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -13.4% | 2,613 | $220K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -20.2% | 2,570 | $216K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 2,525 | $213K |
| Pacific Financial Group Inc. | 0.16% | Add +0.4% | 2,471 | $208K |
| Comerica Bank | 0.00% | Add +2703.4% | 2,439 | $205K |
| Continuum Advisory, LLC | 0.02% | Reduce -31.4% | 2,436 | $205K |
| Regions Financial Corp. | 0.00% | New | 2,418 | $204K |
| Perennial Investment Advisors, LLC | 0.02% | New | 2,415 | $203K |
| BLB&B Advisors, LLC | 0.01% | New | 2,387 | $201K |
| Blue Trust, Inc. | 0.00% | Add +2512.1% | 2,377 | $200K |
| Sound Income Strategies, LLC | 0.01% | Add +6.9% | 2,019 | $170K |
| Cwm, LLC | 0.00% | No change | 1,952 | $164K |
| AdvisorNet Financial, Inc | 0.01% | Add +26.9% | 1,878 | $158K |
| Centricity Wealth Management, LLC | 0.12% | Add +169.1% | 1,830 | $154K |
| Key Financial Inc | 0.03% | No change | 1,795 | $151K |
| GeoWealth Management, LLC | 0.01% | Reduce -24.7% | 1,578 | $133K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | — | 1,596 | $131K |
| Colonial Trust Co / SC | 0.02% | Reduce -45.5% | 1,435 | $121K |
| Citigroup Inc. | 0.00% | New | 1,341 | $113K |
| First Horizon Advisors, Inc. | 0.00% | Add +14.6% | 1,318 | $111K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,177 | $99K |
| Qube Research & Technologies Ltd | 0.00% | Add +157.5% | 1,025 | $86K |
| SouthState Bank Corp | 0.00% | Reduce -46.6% | 1,013 | $85K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.1% | 1,000 | $84K |
| US Bancorp \de | 0.00% | Reduce -81.9% | 913 | $77K |
| Beacon Capital Management, LLC | 0.01% | No change | 848 | $71K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +42.1% | 780 | $66K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 745 | $63K |
| Global Retirement Partners, LLC | 0.00% | — | 671 | $56K |
| Parkside Financial Bank & Trust | 0.01% | No change | 632 | $53K |
| Harbour Investments, Inc. | 0.00% | Reduce -38.4% | 410 | $35K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -65.1% | 366 | $31K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 270 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $22K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 203 | $17K |
| Allworth Financial LP | 0.00% | No change | 186 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -77.3% | 182 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 174 | $15K |
| Clearstead Trust, LLC | 0.00% | New | 103 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 103 | $9K |
| Principal Securities, Inc. | 0.00% | Reduce -52.2% | 96 | $8K |
| New Millennium Group LLC | 0.00% | Reduce -51.5% | 95 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 90 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 73 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +107.1% | 58 | $5K |
| Trust Co. of Toledo NA | 0.00% | New | 48 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.4% | 1 | $69 |
"% 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.