iShares Russell Top 200 ValuIWXETF
13F holders, Q4 2025 (December 31)241holders +29
34new positions
12sold out
2famous investors
$90.93avg. 13F price*
At the end of Q4 2025, 241 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 29 from Q3 2025. 34 opened new positions and 12 sold out. The largest holders were Tiaa Trust, National Association ($1.1B), Envestnet Portfolio Solutions, Inc. ($581.7M) and First Citizens Bank & Trust Co. ($549.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $157.0M |
| Exits | 12 | $4.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,213,704 shares bought and 274,751 shares sold, net +6,938,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| Tiaa Trust, National Association | 2.72% | Add +1.6% | 12,344,150 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 2.04% | Add +1.5% | 6,332,301 | $581.7M |
| First Citizens Bank & Trust Co. | 11.47% | Add +1.3% | 5,983,534 | $549.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +3723.2% | 3,083,814 | $283.3M |
| AE Wealth Management LLC | 0.57% | Add +3.2% | 1,081,107 | $99.3M |
| Lido Advisors, LLC | 0.35% | Reduce -2.0% | 973,669 | $89.3M |
| Clark Capital Management Group, Inc. | 0.41% | New | 722,045 | $66.3M |
| LPL Financial LLC | 0.02% | Add +654.7% | 640,842 | $58.9M |
| SVB Wealth LLC | 2.75% | Reduce -6.8% | 508,406 | $46.7M |
| Wilmington Savings Fund Society, FSB | 1.09% | Add +3.8% | 505,899 | $46.5M |
| First Citizens Asset Management, Inc. | 15.66% | Add +0.2% | 487,483 | $44.8M |
| Ameriprise Financial Inc. | 0.01% | Add +30.5% | 434,573 | $39.9M |
| Richard P Slaughter Associates Inc | 7.92% | Add +1.5% | 411,476 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.24% | New | 361,960 | $33.2M |
| UBS Group AG | 0.01% | Add +7.7% | 341,122 | $31.3M |
| JSF Financial, LLC | 5.22% | Reduce -0.6% | 274,344 | $25.2M |
| Kingdom Financial Group LLC. | 7.77% | Add +144.3% | 273,745 | $25.1M |
| Cetera Investment Advisers | 0.03% | Add +399.7% | 263,019 | $24.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 261,280 | $24.0M |
| Bryn Mawr Trust Advisors, LLC | 1.14% | Add +3.5% | 257,834 | $23.7M |
| Morgan Stanley | 0.00% | Add +36.3% | 252,202 | $23.2M |
| Compton Wealth Advisory Group, LLC | 5.02% | Add +1.8% | 250,061 | $23.0M |
| RTD Financial Advisors, Inc. | 2.72% | New | 242,363 | $22.3M |
| Bank of America Corp. | 0.00% | Add +0.0% | 237,414 | $21.8M |
| Principal Securities, Inc. | 0.31% | Add +229850.0% | 220,752 | $20.3M |
| Waverly Advisors, LLC | 0.15% | Reduce -0.9% | 205,791 | $18.9M |
| Sterling Capital Management LLC | 0.29% | Reduce -22.2% | 194,236 | $17.8M |
| LifeWealth Investments, LLC | 5.64% | Add +8.6% | 193,770 | $17.8M |
| Howard Bailey Securities, LLC | 6.92% | Add +5.0% | 191,245 | $17.6M |
| NewEdge Advisors, LLC | 0.06% | Add +12.6% | 187,453 | $17.2M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +4.1% | 181,839 | $16.7M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 179,794 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +425.9% | 164,473 | $15.1M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -1.8% | 148,901 | $13.7M |
| Arkadios Wealth Advisors | 0.26% | Add +2226.0% | 141,935 | $13.0M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 136,000 | $12.5M |
| Horst & Graben Wealth Management LLC | 1.84% | Add +13.6% | 132,912 | $12.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 132,660 | $12.2M |
| MML Investors Services, LLC | 0.03% | Add +193.8% | 132,439 | $12.2M |
| Osaic Holdings, Inc. | 0.02% | Add +1807.2% | 113,899 | $10.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 110,130 | $10.1M |
| Simplicity Wealth,LLC | 0.54% | Add +4.7% | 98,409 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.1% | 84,138 | $7.7M |
| One Capital Management, LLC | 0.22% | New | 79,573 | $7.3M |
| Legacy Advisory Services, LLC | 4.68% | Add +0.5% | 67,824 | $6.2M |
| Veridan Wealth LLC | 2.06% | Add +0.7% | 66,858 | $6.1M |
| GLOBALT Investments LLC / GA | 0.22% | Reduce -2.2% | 65,160 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.9% | 58,073 | $5.3M |
| Csenge Advisory Group | 0.24% | Reduce -1.3% | 57,257 | $5.3M |
| Matters Capital LLC | 3.92% | — | 52,181 | $4.8M |
| SigFig Wealth Management, LLC | 0.14% | New | 51,352 | $4.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +54.5% | 50,543 | $4.6M |
| Harbor Investment Advisory, LLC | 0.35% | Reduce -0.3% | 50,283 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Add +238.1% | 50,237 | $4.6M |
| Mariner, LLC | 0.01% | Reduce -5.5% | 50,183 | $4.6M |
| Key Capital Management, INC | 4.51% | — | 49,531 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +5.8% | 41,450 | $3.8M |
| World Investment Advisors | 0.06% | New | 38,078 | $3.5M |
| Voya Investment Management LLC | 0.00% | Add +228.7% | 37,343 | $3.4M |
| Private Advisor Group, LLC | 0.01% | Add +89.2% | 33,123 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -1.1% | 32,712 | $3.0M |
| Park Avenue Securities LLC | 0.03% | New | 32,515 | $3.0M |
| Granville Capital, Inc. | 1.50% | — | 30,778 | $2.8M |
| FWG Investments, LLC. | 1.80% | Add +1.3% | 30,767 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 25,852 | $2.4M |
| First American Trust, FSB | 0.16% | New | 24,802 | $2.3M |
| Fifth Third Wealth Advisors LLC | 0.08% | Add +52.7% | 24,476 | $2.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.33% | Reduce -7.3% | 22,477 | $2.1M |
| Centennial Wealth Advisory LLC | 0.54% | New | 22,416 | $2.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.63% | Reduce -64.7% | 21,827 | $2.0M |
| Quest 10 Wealth Builders, Inc. | 1.77% | Add +3.2% | 21,489 | $2.0M |
| Linden Thomas Advisory Services, LLC | 0.20% | New | 21,056 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | New | 20,482 | $1.9M |
| Curi Capital, LLC | 0.03% | Add +0.0% | 20,368 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.0% | 20,080 | $1.8M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -2.2% | 19,624 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -37.3% | 19,247 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +59.0% | 18,551 | $1.7M |
| Brown Advisory Inc. | 0.00% | New | 18,412 | $1.7M |
| First National Bank of Omaha | 0.05% | New | 18,226 | $1.7M |
| Waldron Private Wealth LLC | 0.06% | No change | 17,308 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -1.6% | 17,284 | $1.6M |
| Heck Capital Advisors, LLC | 0.12% | Add +2.7% | 17,262 | $1.6M |
| Citadel Advisors | 0.00% | Add +21.8% | 16,960 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | No change | 16,716 | $1.5M |
| Centerpoint Advisory Group | 1.17% | Add +11.2% | 16,533 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.4% | 15,885 | $1.5M |
| Cwm, LLC | 0.00% | Add +150.7% | 15,392 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 15,017 | $1.4M |
| FMR LLC | 0.00% | Add +6.7% | 14,870 | $1.4M |
| Fidelis Capital Partners, LLC | 0.10% | Reduce -6.6% | 14,645 | $1.3M |
| Arcadia Wealth Management, LLC | 0.49% | Reduce -0.1% | 14,443 | $1.3M |
| Alpha Zero LLC | 0.70% | No change | 13,925 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 13,710 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +1.6% | 13,416 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +18.2% | 13,238 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +10.9% | 12,848 | $1.2M |
| Decker Retirement Planning Inc. | 0.56% | Add +7.4% | 12,199 | $1.1M |
| Centennial Advisors, LLC | 1.43% | — | 11,981 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -13.1% | 11,664 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 10,921 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 10,811 | $993K |
| FLP Wealth Management, LLC | 2.32% | Add +26.4% | 10,665 | $980K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -22.7% | 10,590 | $973K |
| Prospera Financial Services Inc | 0.02% | No change | 10,264 | $943K |
| Tailwinds Wealth, LLC | 1.00% | — | 10,078 | $926K |
| Claro Advisors Inc. | 0.12% | Add +21.9% | 9,945 | $914K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 9,398 | $863K |
| Geneos Wealth Management Inc. | 0.02% | Add +3499.2% | 9,214 | $846K |
| SCS Capital Management LLC | 0.01% | No change | 8,851 | $813K |
| SMART Wealth LLC | 0.24% | Add +5.3% | 8,736 | $802K |
| Lloyd Advisory Services, LLC. | 0.31% | Reduce -1.3% | 8,594 | $789K |
| Kelly Financial Services LLC | 0.20% | New | 8,573 | $788K |
| Smartleaf Asset Management LLC | 0.03% | No change | 8,511 | $787K |
| Mason & Associates Inc | 0.15% | No change | 8,420 | $773K |
| Quantum Portfolio Management LLC | 0.34% | Reduce -24.9% | 8,364 | $768K |
| Compound Planning, Inc. | 0.02% | New | 8,293 | $762K |
| Victory Financial Group, LLC | 0.09% | Reduce -3.8% | 8,132 | $747K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.3% | 7,956 | $731K |
| Franklin Resources Inc. | 0.00% | Reduce -4.9% | 7,895 | $725K |
| Merit Financial Group, LLC | 0.01% | No change | 7,652 | $703K |
| Farther Finance Advisors, LLC | 0.01% | Add +32.1% | 7,625 | $700K |
| Equitable Holdings, Inc. | 0.00% | Reduce -8.7% | 7,552 | $694K |
| Captrust Financial Advisors | 0.00% | No change | 7,501 | $689K |
| Quantinno Capital Management LP | 0.00% | Add +4.9% | 7,455 | $685K |
| OneDigital Investment Advisors LLC | 0.01% | Add +27.8% | 7,132 | $655K |
| Index Technologies Group LLC | 0.66% | — | 6,874 | $631K |
| Fifth Third Bancorp | 0.00% | Reduce -12.6% | 6,664 | $612K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.1% | 6,426 | $590K |
| Networth Advisors, LLC | 0.42% | — | 6,235 | $573K |
| Advyzon Investment Management, LLC | 0.06% | New | 6,015 | $553K |
| HRT Financial LP | 0.00% | New | 6,009 | $551K |
| GenWealth Group, Inc. | 0.09% | No change | 5,836 | $550K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 5,924 | $544K |
| AQR Capital Management | 0.00% | Add +55.6% | 5,862 | $538K |
| Global Retirement Partners, LLC | 0.01% | Add +661.4% | 5,132 | $471K |
| MBL Wealth, LLC | 0.04% | No change | 5,000 | $459K |
| Leo Wealth, LLC | 0.03% | New | 4,850 | $446K |
| Bank of Montreal | 0.00% | Add +1.6% | 4,754 | $437K |
| M&T Bank Corp | 0.00% | No change | 4,753 | $437K |
| Atria Investments, Inc | 0.00% | New | 4,740 | $435K |
| Align Financial, LLC | 0.25% | — | 428,343 | $428K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,564 | $419K |
| SIMA Wealth Partners, LLC | 0.32% | No change | 4,537 | $417K |
| Vantage Point Financial LLC | 0.15% | Add +0.0% | 4,516 | $415K |
| Kestra Advisory Services, LLC | 0.00% | Add +81.6% | 4,501 | $413K |
| Glenmede Trust Co. NA | 0.00% | — | 4,399 | $404K |
| REAP Financial Group, LLC | 0.08% | Add +0.1% | 4,348 | $399K |
| BlackRock, Inc. | 0.00% | No change | 4,214 | $387K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 3,900 | $358K |
| MAI Capital Management | 0.00% | No change | 3,869 | $355K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.2% | 3,851 | $354K |
| Sigma Planning Corp | 0.01% | Add +47.2% | 3,790 | $348K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $346K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 3,741 | $344K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $331K |
| Blair William & Co. | 0.00% | No change | 3,543 | $325K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.0% | 3,518 | $323K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.7% | 3,514 | $323K |
| Composition Wealth, LLC | 0.00% | Add +19.3% | 3,425 | $315K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 3,411 | $313K |
| Ieq Capital, LLC | 0.00% | New | 3,277 | $301K |
| Blue Trust, Inc. | 0.00% | Add +33.2% | 3,166 | $291K |
| Maripau Wealth Management LLC | 0.13% | Reduce -5.2% | 3,156 | $290K |
| Synergy Asset Management, LLC | 0.03% | Reduce -6.2% | 3,145 | $289K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 3,105 | $285K |
| Cerity Partners LLC | 0.00% | Add +17.4% | 3,101 | $285K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,086 | $283K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 3,077 | $283K |
| US Bancorp \de | 0.00% | Add +247.4% | 3,078 | $283K |
| Evoke Wealth, LLC | 0.01% | Reduce -8.1% | 3,072 | $282K |
| Diversified Trust Co. | 0.01% | Reduce -2.2% | 3,072 | $282K |
| LifePlan Investment Advisors, Inc. | 0.11% | Reduce -0.1% | 3,064 | $281K |
| 1832 Asset Management L.P. | 0.00% | No change | 3,045 | $280K |
| Parallel Advisors, LLC | 0.01% | Reduce -31.1% | 3,031 | $278K |
| Private Trust Co. NA | 0.02% | No change | 3,017 | $277K |
| Legacy Edge Advisors, LLC | 0.03% | Add +18.0% | 2,848 | $262K |
| Creative Planning | 0.00% | Add +14.5% | 2,837 | $261K |
| Argent Trust Co | 0.01% | No change | 2,822 | $259K |
| Focus Partners Wealth | 0.00% | No change | 2,785 | $256K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.7% | 2,744 | $252K |
| KFA Private Wealth Group, LLC | 0.06% | Add +8.4% | 2,703 | $248K |
| One Wealth Advisors, LLC | 0.03% | Reduce -44.4% | 2,556 | $235K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -1.2% | 2,540 | $233K |
| Continuum Advisory, LLC | 0.02% | Add +1.5% | 2,472 | $227K |
| Brookstone Capital Management | 0.00% | Reduce -72.4% | 2,465 | $226K |
| Mgo One Seven LLC | 0.00% | New | 2,462 | $226K |
| Comerica Bank | 0.00% | No change | 2,439 | $224K |
| Regions Financial Corp. | 0.00% | No change | 2,418 | $222K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 2,415 | $222K |
| Alta Wealth Advisors LLC | 0.07% | No change | 2,400 | $220K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,387 | $219K |
| Pacific Financial Group Inc. | 0.12% | Add +0.0% | 2,384 | $219K |
| Cordatus Wealth Management LLC | 0.05% | No change | 2,352 | $216K |
| Rothschild Wealth LLC | 0.02% | Reduce -3.3% | 2,267 | $208K |
| WBH Advisory Inc. | 0.02% | New | 2,263 | $208K |
| Granite Islands Private Wealth, LLC | 0.19% | — | 2,220 | $203K |
| Parvin Asset Management, LLC | 0.16% | New | 2,197 | $202K |
| GeoWealth Management, LLC | 0.01% | New | 2,190 | $201K |
| Eastern Bank | 0.00% | No change | 1,993 | $183K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +92.5% | 1,863 | $171K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -24.3% | 1,475 | $136K |
| Colonial Trust Co / SC | 0.02% | No change | 1,435 | $132K |
| Key Financial Inc | 0.02% | No change | 1,395 | $128K |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 1,320 | $121K |
| Signature Equity Partners, LLC | 0.06% | — | 1,259 | $116K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,182 | $109K |
| EFG International AG | 0.00% | — | 1,110 | $102K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,077 | $99K |
| Sound Income Strategies, LLC | 0.00% | Reduce -24.3% | 1,007 | $96K |
| CoreCap Advisors, LLC | 0.00% | Add +91.8% | 1,032 | $95K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,026 | $94K |
| SouthState Bank Corp | 0.00% | No change | 1,013 | $93K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,000 | $92K |
| Harbour Investments, Inc. | 0.00% | Add +101.7% | 829 | $76K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 745 | $68K |
| Parkside Financial Bank & Trust | 0.00% | No change | 632 | $58K |
| Richardson Financial Services Inc. | 0.02% | New | 530 | $49K |
| Anchor Investment Management, LLC | 0.00% | Add +25.0% | 500 | $46K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.2% | 492 | $45K |
| First Horizon Corp. | 0.00% | Reduce -3.0% | 421 | $39K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $27K |
| AlphaCore Capital LLC | 0.00% | No change | 270 | $25K |
| Cornerstone Planning Group LLC | 0.00% | New | 258 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 203 | $19K |
| Allworth Financial LP | 0.00% | No change | 186 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | New | 127 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 103 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 103 | $9K |
| New Millennium Group LLC | 0.00% | No change | 95 | $9K |
| Assetmark, Inc. | 0.00% | Add +141.7% | 87 | $8K |
| Strategic Advocates LLC | 0.00% | New | 70 | $6K |
| Ransom Advisory, Ltd | 0.00% | New | 68 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 48 | $4K |
| Evolution Wealth Management Inc. | 0.00% | Reduce -65.7% | 47 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 48 | $4K |
| Rossby Financial, LCC | 0.00% | New | 43 | $4K |
| NFSG Corp | 0.00% | New | 39 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 28 | $3K |
| Root Financial Partners, LLC | 0.00% | Reduce -53.6% | 26 | $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.