iShares Russell Top 200 ValuIWXETF
13F holders, Q1 2026 (March 31)254holders +13
29new positions
16sold out
2famous investors
$92.66avg. 13F price*
At the end of Q1 2026, 254 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 13 from Q4 2025. 29 opened new positions and 16 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($949.0M), Envestnet Portfolio Solutions, Inc. ($583.4M) and First Citizens Bank & Trust Co. ($549.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $11.2M |
| Exits | 16 | $8.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,244,261 shares bought and 13,580,484 shares sold, net −12,336,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 3.65% | — | 10,240,821 | $949.0M |
| Envestnet Portfolio Solutions, Inc. | 3.23% | Reduce -0.6% | 6,295,603 | $583.4M |
| First Citizens Bank & Trust Co. | 11.57% | Reduce -0.9% | 5,928,034 | $549.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -13.3% | 2,673,783 | $247.8M |
| AE Wealth Management LLC | 0.55% | Add +2.0% | 1,103,108 | $102.2M |
| Lido Advisors, LLC | 0.35% | Reduce -0.7% | 966,581 | $89.6M |
| Clark Capital Management Group, Inc. | 0.39% | Reduce -6.7% | 673,500 | $62.4M |
| LPL Financial LLC | 0.01% | Reduce -9.6% | 579,108 | $53.7M |
| First Citizens Asset Management, Inc. | 16.88% | Add +5.4% | 513,728 | $47.6M |
| Wilmington Savings Fund Society, FSB | 1.12% | Reduce -0.3% | 504,648 | $46.8M |
| Richard P Slaughter Associates Inc | 9.79% | Add +18.7% | 488,545 | $45.3M |
| SVB Wealth LLC | 2.81% | Reduce -9.5% | 459,948 | $42.6M |
| Tiaa Trust, National Association | 2.30% | Reduce -96.7% | 408,593 | $37.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.7% | 383,852 | $35.6M |
| UBS Group AG | 0.01% | Add +3.5% | 353,100 | $32.7M |
| Lloyd Advisory Services, LLC. | 7.73% | Add +3292.5% | 291,555 | $27.0M |
| Kingdom Financial Group LLC. | 7.73% | Add +6.5% | 291,555 | $27.0M |
| Orion Porfolio Solutions, LLC | 0.22% | Reduce -22.0% | 282,468 | $26.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 286,689 | $26.0M |
| JSF Financial, LLC | 5.08% | Add +2.0% | 279,803 | $25.9M |
| RTD Financial Advisors, Inc. | 3.07% | Add +11.4% | 269,988 | $25.0M |
| Compton Wealth Advisory Group, LLC | 5.09% | Reduce -1.9% | 245,302 | $22.8M |
| Bryn Mawr Trust Advisors, LLC | 1.09% | Reduce -6.0% | 242,458 | $22.5M |
| Bank of America Corp. | 0.00% | Add +2.0% | 242,091 | $22.4M |
| Cetera Investment Advisers | 0.02% | Reduce -9.0% | 239,314 | $22.2M |
| Sterling Capital Management LLC | 0.42% | Add +21.8% | 236,530 | $21.9M |
| LifeWealth Investments, LLC | 6.32% | Add +17.9% | 228,555 | $21.2M |
| Waverly Advisors, LLC | 0.15% | Add +2.1% | 210,040 | $19.5M |
| Raymond James Financial Inc. | 0.01% | Add +46.5% | 199,286 | $18.5M |
| Morgan Stanley | 0.00% | Reduce -22.6% | 195,341 | $18.1M |
| Howard Bailey Securities, LLC | 7.27% | Reduce -0.3% | 190,684 | $17.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.7% | 184,242 | $17.1M |
| Principal Securities, Inc. | 0.25% | Reduce -17.0% | 183,193 | $17.0M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +0.4% | 182,574 | $16.9M |
| Private Advisor Group, LLC | 0.08% | Add +451.0% | 182,516 | $16.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +10.1% | 163,873 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 155,579 | $14.4M |
| Truist Financial Corp. | 0.02% | Reduce -18.3% | 146,944 | $13.6M |
| Arkadios Wealth Advisors | 0.22% | Add +3.0% | 146,271 | $13.6M |
| Horst & Graben Wealth Management LLC | 1.77% | Reduce -1.3% | 131,180 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 135,337 | $12.5M |
| One Capital Management, LLC | 0.34% | Add +68.3% | 133,890 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +8.5% | 119,482 | $11.1M |
| Simplicity Wealth,LLC | 0.57% | Add +10.1% | 108,334 | $10.0M |
| MML Investors Services, LLC | 0.03% | Reduce -18.7% | 107,728 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.6% | 100,730 | $9.3M |
| Key Capital Management, INC | 5.65% | Add +86.2% | 92,249 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.7% | 86,404 | $8.0M |
| Veridan Wealth LLC | 2.35% | Add +0.7% | 67,297 | $6.2M |
| GLOBALT Investments LLC / GA | 0.21% | Reduce -2.4% | 63,624 | $5.9M |
| Legacy Advisory Services, LLC | 4.45% | Reduce -7.3% | 62,891 | $5.8M |
| GTS Financial, LLC | 4.52% | — | 69,506 | $5.7M |
| First American Trust, FSB | 0.37% | Add +136.1% | 58,544 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +8.3% | 54,426 | $5.0M |
| Csenge Advisory Group | 0.23% | Reduce -7.2% | 53,126 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.7% | 53,012 | $4.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.0% | 52,550 | $4.9M |
| Matters Capital LLC | 4.29% | Add +0.0% | 52,203 | $4.8M |
| Harbor Investment Advisory, LLC | 0.37% | Add +0.1% | 50,336 | $4.7M |
| Compound Planning, Inc. | 0.13% | Add +467.0% | 47,018 | $4.4M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 41,733 | $3.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.7% | 41,732 | $3.9M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -20.6% | 40,777 | $3.8M |
| World Investment Advisors | 0.06% | Reduce -2.5% | 37,141 | $3.4M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +39.6% | 34,175 | $3.2M |
| Voya Investment Management LLC | 0.00% | Reduce -9.1% | 33,929 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +155.5% | 32,830 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.56% | Reduce -1.8% | 32,109 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +298.7% | 31,717 | $2.9M |
| Granville Capital, Inc. | 1.49% | No change | 30,778 | $2.9M |
| FWG Investments, LLC. | 1.73% | Reduce -4.3% | 29,429 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 25,948 | $2.4M |
| Quest 10 Wealth Builders, Inc. | 1.79% | Add +2.7% | 22,072 | $2.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.32% | Reduce -3.4% | 21,706 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +64.7% | 22,096 | $2.0M |
| Waldron Private Wealth LLC | 0.08% | Add +21.9% | 21,097 | $2.0M |
| GTS Securities LLC | 0.07% | New | 21,057 | $2.0M |
| Curi Capital, LLC | 0.03% | Add +0.0% | 20,373 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.0% | 19,672 | $1.8M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -2.6% | 19,116 | $1.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.54% | Reduce -12.7% | 19,054 | $1.8M |
| Centerpoint Advisory Group | 1.31% | Add +13.3% | 18,731 | $1.7M |
| Brown Advisory Inc. | 0.00% | No change | 18,412 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -10.5% | 18,323 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Add +7.2% | 17,922 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -2.5% | 16,845 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -8.8% | 17,549 | $1.6M |
| First National Bank of Omaha | 0.05% | Reduce -2.1% | 17,838 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -7.4% | 17,170 | $1.6M |
| Cwm, LLC | 0.00% | Add +4.1% | 16,026 | $1.5M |
| Spectrum Advisors, Inc. | 1.15% | — | 15,658 | $1.5M |
| FMR LLC | 0.00% | Add +5.0% | 15,621 | $1.4M |
| Heck Capital Advisors, LLC | 0.10% | Reduce -12.4% | 15,125 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 15,047 | $1.4M |
| Arcadia Wealth Management, LLC | 0.47% | Reduce -3.2% | 13,984 | $1.3M |
| Triad Wealth Partners, LLC | 0.10% | New | 13,972 | $1.3M |
| Alpha Zero LLC | 0.65% | No change | 13,925 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +26.0% | 13,761 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.6% | 13,321 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,246 | $1.2M |
"% 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.