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 |
| Fidelis Capital Partners, LLC | 0.08% | Reduce -13.1% | 12,728 | $1.2M |
| Decker Retirement Planning Inc. | 0.53% | Add +3.6% | 12,636 | $1.2M |
| Claro Advisors Inc. | 0.14% | Add +24.2% | 12,353 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.0% | 12,344 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.2% | 12,268 | $1.1M |
| Gateway Wealth Partners, LLC | 0.04% | New | 11,891 | $1.1M |
| FLP Wealth Management, LLC | 2.25% | Add +10.4% | 11,771 | $1.1M |
| Centennial Advisors, LLC | 1.38% | Reduce -2.0% | 11,735 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +1.1% | 10,933 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | No change | 10,590 | $981K |
| Prospera Financial Services Inc | 0.02% | No change | 10,264 | $951K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 10,197 | $945K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 9,398 | $871K |
| Fifth Third Bancorp | 0.00% | Add +36.6% | 9,103 | $844K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 9,070 | $841K |
| SMART Wealth LLC | 0.24% | Add +2.5% | 8,959 | $830K |
| SCS Capital Management LLC | 0.01% | No change | 8,851 | $820K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.7% | 8,597 | $797K |
| Quantum Portfolio Management LLC | 0.34% | Reduce -0.1% | 8,355 | $774K |
| Smartleaf Asset Management LLC | 0.03% | No change | 8,511 | $773K |
| Mason & Associates Inc | 0.15% | No change | 8,420 | $765K |
| Victory Financial Group, LLC | 0.09% | Add +0.8% | 8,193 | $759K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.9% | 7,920 | $738K |
| Merit Financial Group, LLC | 0.01% | No change | 7,652 | $709K |
| Citigroup Inc. | 0.00% | Add +476.2% | 7,606 | $705K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 7,547 | $699K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.8% | 7,323 | $679K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 7,154 | $663K |
| Kelly Financial Services LLC | 0.16% | Reduce -17.2% | 7,096 | $658K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.2% | 7,078 | $656K |
| Index Technologies Group LLC | 0.69% | Reduce -0.1% | 6,868 | $636K |
| Gibbs Wealth Management | 0.08% | New | 6,745 | $625K |
| Jane Street Group, LLC | 0.00% | New | 6,745 | $625K |
| Catalyst Financial Partners LLC | 0.07% | New | 6,519 | $604K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +425.6% | 6,213 | $576K |
| Franklin Resources Inc. | 0.00% | Reduce -22.8% | 6,095 | $565K |
| Networth Advisors, LLC | 0.38% | Reduce -6.2% | 5,849 | $542K |
| GenWealth Group, Inc. | 0.09% | No change | 5,836 | $541K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -7.2% | 5,496 | $509K |
| FSA Advisors, Inc. | 0.33% | New | 5,455 | $505K |
| Arvest Bank Trust Division | 0.03% | New | 5,372 | $498K |
| Rothschild Wealth LLC | 0.04% | Add +127.9% | 5,166 | $479K |
| KFA Private Wealth Group, LLC | 0.11% | Add +90.0% | 5,137 | $476K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -16.1% | 5,044 | $467K |
| Align Financial, LLC | 0.26% | Reduce -98.8% | 4,991 | $463K |
| Tower Bridge Advisors | 0.04% | New | 4,900 | $454K |
| Equitable Holdings, Inc. | 0.00% | Reduce -35.8% | 4,850 | $446K |
| MBL Wealth, LLC | 0.03% | Reduce -4.0% | 4,800 | $445K |
| Bank of Montreal | 0.00% | No change | 4,754 | $441K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -77.5% | 4,748 | $440K |
| Citadel Advisors | 0.00% | Reduce -72.9% | 4,591 | $425K |
| SIMA Wealth Partners, LLC | 0.32% | No change | 4,537 | $420K |
| Leo Wealth, LLC | 0.03% | Reduce -8.2% | 4,452 | $413K |
| Vantage Point Financial LLC | 0.14% | Reduce -2.4% | 4,407 | $408K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,399 | $408K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -5.1% | 4,330 | $401K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 3,900 | $397K |
| BlackRock, Inc. | 0.00% | No change | 4,214 | $391K |
| REAP Financial Group, LLC | 0.08% | Reduce -4.2% | 4,167 | $386K |
| MAI Capital Management | 0.00% | Add +5.1% | 4,066 | $377K |
| M&T Bank Corp | 0.00% | Reduce -15.8% | 4,003 | $371K |
| Blair William & Co. | 0.00% | Add +7.5% | 3,808 | $353K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $349K |
| AQR Capital Management | 0.00% | Reduce -35.7% | 3,768 | $349K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 3,741 | $347K |
| JFS Wealth Advisors, LLC | 0.02% | Add +241.3% | 3,676 | $341K |
| Ballast Advisors LLC | 0.10% | No change | 3,606 | $334K |
| Atria Investments, Inc | 0.00% | Reduce -24.4% | 3,584 | $332K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.6% | 3,540 | $328K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -8.7% | 3,517 | $326K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 3,504 | $325K |
| Legacy Edge Advisors, LLC | 0.03% | Add +20.1% | 3,422 | $317K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 3,411 | $316K |
| Composition Wealth, LLC | 0.00% | Reduce -0.7% | 3,402 | $315K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.4% | 3,395 | $315K |
| Ieq Capital, LLC | 0.00% | No change | 3,277 | $304K |
| Sigma Planning Corp | 0.01% | Reduce -18.0% | 3,108 | $288K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 3,105 | $288K |
| Synergy Asset Management, LLC | 0.03% | Reduce -1.5% | 3,099 | $287K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,086 | $286K |
| Evoke Wealth, LLC | 0.01% | Add +0.3% | 3,082 | $286K |
| Diversified Trust Co. | 0.01% | No change | 3,072 | $285K |
| 1832 Asset Management L.P. | 0.00% | No change | 3,045 | $282K |
| Parallel Advisors, LLC | 0.01% | No change | 3,031 | $281K |
| Private Trust Co. NA | 0.03% | No change | 3,017 | $280K |
| Two Sigma Securities, LLC | 0.03% | New | 2,934 | $272K |
| Argent Trust Co | 0.01% | No change | 2,822 | $262K |
| Focus Partners Wealth | 0.00% | No change | 2,785 | $258K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 2,744 | $254K |
| LifePlan Investment Advisors, Inc. | 0.10% | Reduce -11.1% | 2,723 | $252K |
| Maripau Wealth Management LLC | 0.11% | Reduce -14.2% | 2,707 | $251K |
| Cerity Partners LLC | 0.00% | Reduce -14.8% | 2,641 | $245K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +40.5% | 2,618 | $243K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 2,570 | $238K |
| One Wealth Advisors, LLC | 0.03% | No change | 2,556 | $237K |
| Anchor Capital Advisors LLC | 0.01% | No change | 2,540 | $235K |
| Creative Planning | 0.00% | Reduce -12.4% | 2,485 | $230K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,453 | $227K |
| Regions Financial Corp. | 0.00% | No change | 2,418 | $224K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 2,415 | $224K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,387 | $221K |
| Blue Trust, Inc. | 0.00% | Reduce -25.1% | 2,372 | $220K |
| Cordatus Wealth Management LLC | 0.05% | No change | 2,352 | $218K |
| Mgo One Seven LLC | 0.00% | Reduce -6.5% | 2,303 | $213K |
| Pacific Financial Group Inc. | 0.11% | Reduce -5.3% | 2,257 | $209K |
| Colonial River Investments, LLC | 0.07% | New | 2,220 | $206K |
| Parvin Asset Management, LLC | 0.15% | No change | 2,197 | $204K |
| Dudley Capital Management, LLC | 0.09% | New | 2,195 | $203K |
| US Bancorp \de | 0.00% | Reduce -30.9% | 2,126 | $197K |
| Eastern Bank | 0.00% | No change | 1,993 | $185K |
| Rossby Financial, LCC | 0.03% | Add +3830.2% | 1,690 | $157K |
| Colonial Trust Co / SC | 0.02% | No change | 1,435 | $133K |
| Key Financial Inc | 0.02% | No change | 1,395 | $129K |
| CoreCap Advisors, LLC | 0.00% | Add +34.2% | 1,385 | $128K |
| AlphaCore Capital LLC | 0.00% | Add +403.0% | 1,358 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -20.3% | 1,175 | $109K |
| Sound Income Strategies, LLC | 0.01% | Add +12.2% | 1,130 | $105K |
| EFG International AG | 0.00% | No change | 1,110 | $103K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.6% | 1,063 | $98K |
| Harbour Investments, Inc. | 0.00% | Add +23.9% | 1,027 | $95K |
| SouthState Bank Corp | 0.00% | No change | 1,013 | $94K |
| Signature Equity Partners, LLC | 0.05% | Reduce -20.1% | 1,006 | $93K |
| Advisory Services Network, LLC | 0.00% | New | 862 | $80K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.5% | 775 | $72K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 745 | $69K |
| Bessemer Group Inc. | 0.00% | New | 660 | $61K |
| Parkside Financial Bank & Trust | 0.00% | No change | 632 | $59K |
| Qube Research & Technologies Ltd | 0.00% | Add +21.8% | 599 | $56K |
| International Assets Investment Management, LLC | 0.00% | New | 587 | $55K |
| Richardson Financial Services Inc. | 0.03% | Reduce -2.8% | 515 | $48K |
| Anchor Investment Management, LLC | 0.00% | No change | 500 | $46K |
| First Horizon Corp. | 0.00% | No change | 421 | $39K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $27K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 289 | $27K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $25K |
| Assetmark, Inc. | 0.00% | Add +154.0% | 221 | $20K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 203 | $19K |
| Allworth Financial LP | 0.00% | No change | 186 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 171 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 143 | $13K |
| New Republic Capital, LLC | 0.00% | New | 140 | $13K |
| Clarity Asset Management, Inc. | 0.01% | New | 109 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 103 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 103 | $10K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 90 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -74.8% | 65 | $6K |
| MBM Wealth Consultants, LLC | 0.00% | New | 68 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 67 | $6K |
| Spire Wealth Management | 0.00% | New | 54 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 48 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 47 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 28 | $3K |
| Root Financial Partners, LLC | 0.00% | No change | 26 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 2 | $186 |
"% 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.