iShares Russell Top 200 ValuIWXETF
13F holders, Q2 2026 (June 30)269holders +15
35new positions
20sold out
2famous investors
$105.11avg. 13F price*
At the end of Q2 2026, 269 institutions reported holding iShares Russell Top 200 Valu (IWX) in their 13F filings, up 15 from Q1 2026. 35 opened new positions and 20 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($1.0B), Envestnet Portfolio Solutions, Inc. ($516.1M) and First Citizens Bank & Trust Co. ($474.7M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $110.6M |
| Exits | 20 | $11.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,604,638 shares bought and 5,337,459 shares sold, net −3,732,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 3.57% | Reduce -3.7% | 9,859,021 | $1.0B |
| Envestnet Portfolio Solutions, Inc. | 2.47% | Reduce -22.1% | 4,907,301 | $516.1M |
| First Citizens Bank & Trust Co. | 7.10% | Reduce -23.9% | 4,514,061 | $474.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -32.1% | 1,815,846 | $191.0M |
| AE Wealth Management LLC | 0.58% | Add +6.6% | 1,176,003 | $123.7M |
| Lido Advisors, LLC | 0.34% | Reduce -5.7% | 911,734 | $95.9M |
| Proficio Capital Partners LLC | 2.62% | New | 692,856 | $72.9M |
| Clark Capital Management Group, Inc. | 0.32% | Reduce -16.1% | 565,031 | $59.4M |
| First Citizens Asset Management, Inc. | 18.51% | Add +7.2% | 550,641 | $57.9M |
| Richard P Slaughter Associates Inc | 10.71% | Add +5.1% | 513,314 | $54.0M |
| Wilmington Savings Fund Society, FSB | 1.16% | Reduce -2.4% | 492,332 | $51.8M |
| LPL Financial LLC | 0.01% | Reduce -16.5% | 483,315 | $50.8M |
| SVB Wealth LLC | 3.17% | Add +3.9% | 477,994 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +7.9% | 414,030 | $44.4M |
| Tiaa Trust, National Association | 2.46% | Reduce -3.4% | 394,910 | $41.5M |
| UBS Group AG | 0.01% | Add +6.5% | 376,112 | $39.6M |
| Kingdom Financial Group LLC. | 8.73% | Add +11.4% | 324,849 | $34.2M |
| Sterling Capital Management LLC | 0.57% | Add +33.7% | 316,217 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 287,855 | $30.3M |
| RTD Financial Advisors, Inc. | 3.21% | Add +3.7% | 279,877 | $29.4M |
| Bank of America Corp. | 0.00% | Add +10.2% | 266,777 | $28.1M |
| LifeWealth Investments, LLC | 7.03% | Add +9.4% | 249,969 | $26.3M |
| Compton Wealth Advisory Group, LLC | 5.12% | Reduce -2.5% | 239,223 | $25.3M |
| JSF Financial, LLC | 4.06% | Reduce -14.4% | 239,472 | $25.2M |
| Bryn Mawr Trust Advisors, LLC | 1.09% | Reduce -2.3% | 236,778 | $24.9M |
| Orion Porfolio Solutions, LLC | 0.17% | Reduce -23.1% | 217,189 | $22.8M |
| Waverly Advisors, LLC | 0.13% | Add +3.2% | 216,815 | $22.8M |
| Cetera Investment Advisers | 0.02% | Reduce -13.4% | 207,128 | $21.8M |
| Howard Bailey Securities, LLC | 7.95% | Add +5.7% | 201,456 | $21.2M |
| Morgan Stanley | 0.00% | Add +2.4% | 200,112 | $21.0M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.5% | 181,611 | $19.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -1.8% | 179,280 | $18.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.4% | 176,522 | $18.6M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.4% | 174,263 | $18.3M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.3% | 164,385 | $17.3M |
| Arkadios Wealth Advisors | 0.24% | Add +1.3% | 148,157 | $15.6M |
| Truist Financial Corp. | 0.02% | Reduce -3.3% | 142,144 | $14.9M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 135,545 | $14.3M |
| Horst & Graben Wealth Management LLC | 1.87% | Add +2.1% | 133,886 | $14.2M |
| Montgomery Financial Services LLC | 12.07% | — | 132,081 | $13.9M |
| Principal Securities, Inc. | 0.17% | Reduce -28.4% | 131,189 | $13.8M |
| Key Capital Management, INC | 6.97% | Add +39.6% | 128,769 | $13.5M |
| One Capital Management, LLC | 0.35% | No change | 133,890 | $12.4M |
| Simplicity Wealth,LLC | 0.41% | Add +7.7% | 116,634 | $12.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 105,799 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.8% | 88,860 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.6% | 84,977 | $8.9M |
| Wall Capital Group, Inc. | 6.72% | New | 78,088 | $8.2M |
| Veridan Wealth LLC | 2.36% | Reduce -4.5% | 64,262 | $6.8M |
| Legacy Advisory Services, LLC | 4.70% | Add +1.1% | 63,553 | $6.7M |
| GLOBALT Investments LLC / GA | 0.22% | Reduce -1.6% | 62,611 | $6.6M |
| Mariner, LLC | 0.01% | Add +48.8% | 62,095 | $6.5M |
| GTS Financial, LLC | 4.62% | Add +8.3% | 75,271 | $6.3M |
| Stratos Investment Management, LLC | 0.22% | New | 57,635 | $6.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +4.9% | 55,107 | $5.8M |
| Csenge Advisory Group | 0.23% | Reduce -0.4% | 52,901 | $5.6M |
| Matters Capital LLC | 3.84% | Add +0.0% | 52,223 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.0% | 51,675 | $5.4M |
| First American Trust, FSB | 0.32% | Reduce -12.7% | 51,115 | $5.4M |
| Harbor Investment Advisory, LLC | 0.37% | Add +0.1% | 50,412 | $5.3M |
| MML Investors Services, LLC | 0.01% | Reduce -54.5% | 49,065 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.4% | 48,575 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 44,866 | $4.7M |
| Compound Planning, Inc. | 0.12% | Reduce -6.9% | 43,758 | $4.6M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -0.2% | 41,658 | $4.4M |
| Two Sigma Investments, LP | 0.00% | New | 39,500 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +9.9% | 37,565 | $4.0M |
| Voya Investment Management LLC | 0.00% | Add +6.5% | 36,147 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +2.0% | 33,488 | $3.5M |
| Granville Capital, Inc. | 1.45% | No change | 30,778 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.53% | Reduce -6.2% | 30,132 | $3.2M |
| FWG Investments, LLC. | 1.66% | Add +1.4% | 29,840 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 29,004 | $3.1M |
| Park Avenue Securities LLC | 0.02% | New | 27,983 | $2.9M |
| World Investment Advisors | 0.05% | Reduce -25.5% | 27,684 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +12.4% | 24,840 | $2.6M |
| Quest 10 Wealth Builders, Inc. | 2.01% | Add +11.6% | 24,632 | $2.6M |
| Citigroup Inc. | 0.00% | Add +195.9% | 22,509 | $2.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.33% | Add +1.5% | 22,030 | $2.3M |
| Waldron Private Wealth LLC | 0.08% | No change | 21,097 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +152.9% | 20,033 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 19,820 | $2.1M |
| Centerpoint Advisory Group | 1.32% | Add +5.8% | 19,815 | $2.1M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -4.7% | 18,227 | $1.9M |
| Strategic Blueprint, LLC | 0.09% | Add +0.7% | 18,038 | $1.9M |
| First National Bank of Omaha | 0.05% | No change | 17,838 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.51% | Reduce -6.7% | 17,784 | $1.9M |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 17,444 | $1.8M |
| FMR LLC | 0.00% | Add +7.5% | 16,794 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.4% | 16,535 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -6.5% | 15,748 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -7.8% | 15,831 | $1.7M |
| HRT Financial LP | 0.00% | New | 15,497 | $1.6M |
| Venture Visionary Partners LLC | 0.04% | Add +0.7% | 15,159 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +36.8% | 14,952 | $1.6M |
| Alpha Zero LLC | 0.57% | No change | 13,925 | $1.5M |
| FLP Wealth Management, LLC | 2.66% | Add +21.0% | 14,238 | $1.5M |
| Arcadia Wealth Management, LLC | 0.46% | Reduce -0.2% | 13,956 | $1.5M |
| Lloyd Advisory Services, LLC. | 0.57% | Reduce -95.2% | 13,901 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -21.5% | 13,778 | $1.4M |
| Claro Advisors Inc. | 0.15% | Add +9.7% | 13,552 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | No change | 13,321 | $1.4M |
| Fidelis Capital Partners, LLC | 0.08% | No change | 12,728 | $1.3M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -4.4% | 12,667 | $1.3M |
| Decker Retirement Planning Inc. | 0.45% | Reduce -1.4% | 12,463 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,344 | $1.3M |
| Centennial Advisors, LLC | 1.49% | Add +1.3% | 11,883 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.3% | 11,736 | $1.2M |
| Quantum Portfolio Management LLC | 0.40% | Add +27.9% | 10,690 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -2.5% | 10,330 | $1.1M |
| Prospera Financial Services Inc | 0.02% | No change | 10,264 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -25.5% | 10,256 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +29.6% | 9,783 | $1.0M |
| D. E. Shaw & Co. | 0.00% | New | 9,757 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Add +1.9% | 9,576 | $1.0M |
| Tailwinds Wealth, LLC | 0.59% | New | 9,547 | $1.0M |
| Marshall Wace, LLP | 0.00% | New | 9,227 | $970K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -22.6% | 9,200 | $967K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.5% | 9,045 | $951K |
| SMART Wealth LLC | 0.20% | Reduce -0.3% | 8,932 | $939K |
| Fifth Third Bancorp | 0.00% | Reduce -2.2% | 8,900 | $936K |
| SCS Capital Management LLC | 0.01% | No change | 8,851 | $931K |
| Index Technologies Group LLC | 0.74% | Add +27.8% | 8,780 | $923K |
| Smartleaf Asset Management LLC | 0.03% | No change | 8,511 | $896K |
| Victory Financial Group, LLC | 0.09% | Add +3.8% | 8,506 | $895K |
| Mason & Associates Inc | 0.14% | No change | 8,420 | $885K |
| Compass Financial Management LLC | 0.11% | — | 7,812 | $876K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.0% | 7,176 | $755K |
| MAI Capital Management | 0.00% | Add +75.8% | 7,149 | $752K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 7,040 | $740K |
| Operose Advisors LLC | 0.13% | New | 6,639 | $698K |
| Catalyst Financial Partners LLC | 0.07% | No change | 6,519 | $686K |
| Colton Groome Financial Advisors, LLC | 0.16% | New | 6,374 | $670K |
| FSA Advisors, Inc. | 0.31% | Add +16.8% | 6,369 | $670K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -26.0% | 6,365 | $669K |
| Franklin Resources Inc. | 0.00% | No change | 6,095 | $641K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,979 | $629K |
| GenWealth Group, Inc. | 0.10% | No change | 5,836 | $614K |
| Rothschild Wealth LLC | 0.05% | Add +11.8% | 5,775 | $607K |
| Astoria Portfolio Advisors LLC. | 0.10% | New | 5,715 | $601K |
| Networth Advisors, LLC | 0.35% | Reduce -3.4% | 5,648 | $594K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 5,496 | $578K |
| Arvest Bank Trust Division | 0.03% | No change | 5,372 | $565K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -16.6% | 5,182 | $545K |
| Align Financial, LLC | 0.27% | Add +2.5% | 5,114 | $538K |
| Tower Bridge Advisors | 0.05% | No change | 4,900 | $515K |
| MBL Wealth, LLC | 0.03% | No change | 4,800 | $505K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.6% | 4,775 | $502K |
| Bank of Montreal | 0.00% | No change | 4,754 | $500K |
| KFA Private Wealth Group, LLC | 0.12% | Reduce -11.2% | 4,560 | $480K |
| SIMA Wealth Partners, LLC | 0.34% | No change | 4,537 | $477K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +28.2% | 4,492 | $472K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -69.8% | 4,223 | $470K |
| Vantage Point Financial LLC | 0.14% | No change | 4,407 | $463K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,399 | $463K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,330 | $455K |
| Granite Islands Private Wealth, LLC | 0.34% | New | 4,320 | $453K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.2% | 4,230 | $445K |
| BlackRock, Inc. | 0.00% | No change | 4,214 | $443K |
| REAP Financial Group, LLC | 0.07% | Add +0.1% | 4,169 | $438K |
| Kelly Financial Services LLC | 0.09% | Reduce -42.7% | 4,063 | $427K |
| M&T Bank Corp | 0.00% | No change | 4,003 | $421K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.14% | — | 3,977 | $418K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 3,900 | $410K |
| GTS Securities LLC | 0.01% | Reduce -81.6% | 3,882 | $408K |
| Blair William & Co. | 0.00% | No change | 3,808 | $400K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -25.2% | 3,774 | $397K |
| Pallas Capital Advisors LLC | 0.01% | No change | 3,768 | $396K |
| AQR Capital Management | 0.00% | No change | 3,768 | $396K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 3,741 | $393K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,676 | $387K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,621 | $381K |
| Ballast Advisors LLC | 0.09% | No change | 3,606 | $379K |
| Creative Planning | 0.00% | Add +42.7% | 3,547 | $373K |
| Focus Partners Wealth | 0.00% | Add +26.1% | 3,513 | $369K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.7% | 3,493 | $367K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -2.1% | 3,467 | $365K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 3,411 | $359K |
| K.J. Harrison & Partners Inc | 0.05% | New | 3,410 | $359K |
| Composition Wealth, LLC | 0.00% | Reduce -1.9% | 3,337 | $351K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,319 | $349K |
| Tounjian Advisory Partners, LLC | 0.15% | New | 3,305 | $348K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -3.8% | 3,293 | $346K |
| Ieq Capital, LLC | 0.00% | No change | 3,277 | $345K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,205 | $337K |
| Dagco, Inc. | 0.06% | New | 3,192 | $336K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 3,105 | $327K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,086 | $325K |
| Diversified Trust Co. | 0.01% | No change | 3,072 | $323K |
| 1832 Asset Management L.P. | 0.00% | No change | 3,045 | $320K |
| Private Trust Co. NA | 0.03% | No change | 3,017 | $317K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.6% | 3,001 | $316K |
| LifePlan Investment Advisors, Inc. | 0.11% | Add +7.3% | 2,922 | $307K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -80.8% | 2,903 | $305K |
| Sigma Planning Corp | 0.01% | Reduce -7.0% | 2,891 | $304K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -15.0% | 2,886 | $304K |
| Global Retirement Partners, LLC | 0.00% | — | 2,886 | $303K |
| Argent Trust Co | 0.01% | No change | 2,822 | $297K |
| Maripau Wealth Management LLC | 0.10% | Reduce -1.8% | 2,658 | $280K |
| Tenzing Financial LLC | 0.19% | New | 2,589 | $279K |
| Cerity Partners LLC | 0.00% | No change | 2,641 | $278K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.0% | 2,635 | $277K |
| One Wealth Advisors, LLC | 0.03% | No change | 2,556 | $269K |
| Anchor Capital Advisors LLC | 0.01% | No change | 2,540 | $267K |
| Regions Financial Corp. | 0.00% | Add +3.0% | 2,491 | $262K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.7% | 2,463 | $259K |
| Atria Investments, Inc | 0.00% | Reduce -31.8% | 2,444 | $257K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 2,415 | $254K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,387 | $251K |
| Cordatus Wealth Management LLC | 0.05% | No change | 2,352 | $247K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -9.3% | 2,332 | $245K |
| Vise Technologies, Inc. | 0.00% | New | 2,306 | $242K |
| Blue Trust, Inc. | 0.00% | Reduce -3.6% | 2,286 | $240K |
| Synergy Asset Management, LLC | 0.02% | Reduce -26.3% | 2,285 | $240K |
| Pacific Financial Group Inc. | 0.11% | Add +0.3% | 2,264 | $238K |
| RiverGlades Family Offices LLC | 0.11% | New | 2,257 | $237K |
| Dudley Capital Management, LLC | 0.10% | Add +2.4% | 2,247 | $236K |
| Brookstone Capital Management | 0.00% | New | 2,215 | $233K |
| Parvin Asset Management, LLC | 0.18% | No change | 2,197 | $231K |
| Mgo One Seven LLC | 0.00% | Reduce -6.0% | 2,164 | $228K |
| Rossby Financial, LCC | 0.04% | Add +26.4% | 2,136 | $225K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 2,102 | $221K |
| Quadrature Capital Ltd | 0.00% | New | 2,059 | $217K |
| Financial Council, LLC | 0.07% | New | 2,005 | $211K |
| AlphaCore Capital LLC | 0.00% | Add +40.9% | 1,913 | $201K |
| Eastern Bank | 0.00% | Reduce -4.3% | 1,908 | $201K |
| Qube Research & Technologies Ltd | 0.00% | Add +192.0% | 1,749 | $184K |
| US Bancorp \de | 0.00% | Reduce -23.8% | 1,621 | $170K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5535.7% | 1,578 | $166K |
| Colonial Trust Co / SC | 0.02% | No change | 1,435 | $151K |
| Key Financial Inc | 0.02% | No change | 1,395 | $147K |
| CoreCap Advisors, LLC | 0.00% | Add +0.4% | 1,390 | $146K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.1% | 1,351 | $142K |
| SouthState Bank Corp | 0.01% | Add +11.8% | 1,132 | $119K |
| EFG International AG | 0.00% | No change | 1,110 | $117K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -10.9% | 1,047 | $110K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.4% | 961 | $101K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 872 | $92K |
| Signature Equity Partners, LLC | 0.04% | Reduce -22.2% | 783 | $82K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 775 | $81K |
| Bessemer Group Inc. | 0.00% | No change | 660 | $69K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -13.2% | 647 | $68K |
| Parkside Financial Bank & Trust | 0.00% | No change | 632 | $66K |
| IFG Advisory, LLC | 0.00% | New | 600 | $63K |
| International Assets Investment Management, LLC | 0.00% | No change | 587 | $62K |
| Assetmark, Inc. | 0.00% | Add +143.9% | 539 | $57K |
| Anchor Investment Management, LLC | 0.00% | No change | 500 | $53K |
| Richardson Financial Services Inc. | 0.03% | Reduce -14.6% | 440 | $46K |
| Planning Strategies Inc. | 0.03% | — | 433 | $46K |
| First Horizon Corp. | 0.00% | No change | 421 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.3% | 340 | $36K |
| St Germain D J Co. Inc. | 0.00% | No change | 294 | $31K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 267 | $28K |
| IFP Advisors, Inc | 0.00% | New | 257 | $27K |
| Arax Advisory Partners | 0.00% | New | 245 | $26K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 203 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Add +175.4% | 179 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 171 | $18K |
| New Republic Capital, LLC | 0.00% | No change | 140 | $15K |
| Cape Investment Advisory, Inc. | 0.00% | New | 112 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 103 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 103 | $11K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 90 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 69 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -54.5% | 65 | $7K |
| Spire Wealth Management | 0.00% | No change | 54 | $6K |
| Evolution Wealth Management Inc. | 0.00% | No change | 47 | $5K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -85.1% | 43 | $5K |
| Millstone Evans Group, LLC | 0.00% | New | 33 | $3K |
"% 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.