iShares Russell Top 200 ValuIWXETF
13F holders, Q3 2025 (September 30)212holders +6
21new positions
13sold out
2famous investors
$87.88avg. 13F price*
At the end of Q3 2025, 212 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 6 from Q2 2025. 21 opened new positions and 13 sold out. The largest holders were Tiaa Trust, National Association ($1.1B), Envestnet Portfolio Solutions, Inc. ($548.3M) and First Citizens Bank & Trust Co. ($519.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $6.3M |
| Exits | 13 | $6.8M |
All 13F filers, Q2 2025 → Q3 2025: 460,690 shares bought and 1,841,228 shares sold, net −1,380,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Tiaa Trust, National Association | 2.59% | Reduce -3.8% | 12,145,832 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 2.02% | Reduce -5.0% | 6,238,637 | $548.3M |
| First Citizens Bank & Trust Co. | 11.19% | Reduce -4.9% | 5,906,356 | $519.1M |
| AE Wealth Management LLC | 0.59% | Add +3.0% | 1,047,957 | $92.1M |
| Lido Advisors, LLC | 0.36% | Reduce -0.6% | 993,446 | $87.3M |
| SVB Wealth LLC | 2.58% | Add +2.5% | 545,667 | $48.0M |
| Wilmington Savings Fund Society, FSB | 1.03% | Add +3.4% | 487,300 | $42.8M |
| First Citizens Asset Management, Inc. | 15.16% | Reduce -5.5% | 486,330 | $42.7M |
| First Citizens Investor Services, Inc. | 15.00% | — | 441,747 | $38.8M |
| Richard P Slaughter Associates Inc | 7.68% | Reduce -20.4% | 405,527 | $35.6M |
| Ameriprise Financial Inc. | 0.01% | Add +11.6% | 333,109 | $29.3M |
| UBS Group AG | 0.01% | Add +4.4% | 316,629 | $27.8M |
| JSF Financial, LLC | 5.38% | Add +7.4% | 275,939 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 260,937 | $22.9M |
| Sterling Capital Management LLC | 0.32% | Add +4.6% | 249,562 | $21.9M |
| Bryn Mawr Trust Advisors, LLC | 1.09% | Add +12.4% | 249,128 | $21.9M |
| Compton Wealth Advisory Group, LLC | 5.00% | Reduce -0.8% | 245,679 | $21.6M |
| Bank of America Corp. | 0.00% | Add +13.9% | 237,399 | $20.9M |
| Waverly Advisors, LLC | 0.18% | Add +2.3% | 207,652 | $18.2M |
| Morgan Stanley | 0.00% | Add +1.9% | 184,990 | $16.3M |
| Truist Financial Corp. | 0.02% | Reduce -1.2% | 184,135 | $16.2M |
| Howard Bailey Securities, LLC | 4.56% | Add +5.6% | 182,144 | $16.0M |
| LifeWealth Investments, LLC | 5.16% | Add +11.5% | 178,356 | $15.7M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +3.5% | 174,655 | $15.3M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.8% | 166,502 | $14.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.6% | 151,559 | $13.3M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 134,374 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.7% | 129,241 | $11.4M |
| Horst & Graben Wealth Management LLC | 1.57% | Reduce -0.8% | 117,050 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 115,025 | $10.1M |
| Kingdom Financial Group LLC. | 6.02% | Add +28.9% | 112,059 | $9.8M |
| Simplicity Wealth,LLC | 0.48% | Reduce -48.8% | 93,990 | $8.3M |
| LPL Financial LLC | 0.00% | Add +6.8% | 84,914 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 80,661 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.5% | 78,570 | $6.9M |
| Legacy Advisory Services, LLC | 4.47% | Add +0.5% | 67,461 | $5.9M |
| GLOBALT Investments LLC / GA | 0.21% | Reduce -0.4% | 66,614 | $5.9M |
| Veridan Wealth LLC | 2.01% | — | 66,388 | $5.8M |
| B.O.S.S. Retirement Advisors, LLC | 1.30% | Reduce -9.3% | 61,743 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -70.3% | 60,431 | $5.3M |
| Csenge Advisory Group | 0.24% | Add +4.0% | 57,990 | $5.1M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 53,083 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +20.0% | 52,638 | $4.6M |
| Harbor Investment Advisory, LLC | 0.37% | Add +0.5% | 50,446 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -12.6% | 45,078 | $4.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.4% | 39,184 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.47% | Reduce -2.4% | 33,077 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.9% | 32,717 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.7% | 31,273 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +19.2% | 30,672 | $2.7M |
| FWG Investments, LLC. | 1.83% | Add +7.1% | 30,378 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.0% | 25,545 | $2.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.36% | Reduce -0.3% | 24,247 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -32.3% | 21,000 | $1.8M |
| Quest 10 Wealth Builders, Inc. | 1.69% | Add +10.9% | 20,814 | $1.8M |
| Curi Capital, LLC | 0.03% | New | 20,361 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 20,286 | $1.8M |
| Signal Advisors Wealth, LLC | 0.16% | Add +97.7% | 20,072 | $1.8M |
| Country Club Bank | 0.09% | Reduce -8.8% | 18,226 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -0.8% | 17,570 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +46.2% | 17,503 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.5M |
| Heck Capital Advisors, LLC | 0.11% | Add +25.7% | 16,802 | $1.5M |
| Strategic Blueprint, LLC | 0.06% | Add +2.9% | 16,716 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.6% | 16,113 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -8.3% | 16,026 | $1.4M |
| Fidelis Capital Partners, LLC | 0.11% | No change | 15,678 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 14,983 | $1.3M |
| Centerpoint Advisory Group | 1.02% | Add +43.2% | 14,868 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -20.5% | 14,858 | $1.3M |
| Arcadia Wealth Management, LLC | 0.50% | Reduce -7.7% | 14,460 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 14,275 | $1.3M |
| FMR LLC | 0.00% | Add +47.3% | 13,933 | $1.2M |
| Alpha Zero LLC | 0.71% | No change | 13,925 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -20.5% | 13,922 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -0.8% | 13,704 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -5.4% | 13,421 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.5% | 13,200 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -3.3% | 11,671 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +65.7% | 11,585 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -62.1% | 11,362 | $998K |
| Decker Retirement Planning Inc. | 0.55% | Add +21.5% | 11,361 | $998K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,203 | $985K |
| Quantum Portfolio Management LLC | 0.29% | New | 11,132 | $978K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.8% | 11,100 | $975K |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 10,601 | $932K |
| GTS Securities LLC | 0.04% | New | 10,376 | $912K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.8% | 10,264 | $902K |
| Synovus Financial Corp. | 0.01% | Reduce -7.4% | 10,051 | $884K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 9,398 | $826K |
| Brookstone Capital Management | 0.01% | Reduce -8.3% | 8,929 | $785K |
| SCS Capital Management LLC | 0.01% | No change | 8,851 | $778K |
| Lloyd Advisory Services, LLC. | 0.36% | Reduce -1.8% | 8,703 | $765K |
| Smartleaf Asset Management LLC | 0.05% | No change | 8,511 | $747K |
| Victory Financial Group, LLC | 0.10% | No change | 8,457 | $743K |
| FLP Wealth Management, LLC | 2.09% | Add +17.6% | 8,437 | $741K |
| Mason & Associates Inc | 0.15% | No change | 8,420 | $740K |
| Franklin Resources Inc. | 0.00% | Reduce -18.7% | 8,305 | $730K |
| SMART Wealth LLC | 0.28% | Add +23.3% | 8,297 | $729K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.1% | 8,267 | $727K |
"% 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.