Vault-13

ISHARES TR IWL

RUS TOP 200 ETF · ETP · CUSIP 464289446

201 institutional holders +10 vs Q1 2025
8,188,6378.2m shares reported held*
$1.3bnreported value*
22 new 68 added 70 reduced 12 sold out net bought ≈ $29.0m (+190.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $152.88. Options: 0 managers hold calls (— notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 118Q4 22: 126Q1 23: 126Q2 23: 133Q3 23: 138Q4 23: 144Q1 24: 147Q2 24: 161Q3 24: 162Q4 24: 190Q1 25: 191Q2 25: 201201Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022118
Q4 2022126
Q1 2023126
Q2 2023133
Q3 2023138
Q4 2023144
Q1 2024147
Q2 2024161
Q3 2024162
Q4 2024190
Q1 2025191
Q2 2025201

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 55 bought or addedQ3 23: 60 cut or sold outQ4 23: 64 bought or addedQ4 23: 61 cut or sold outQ4 23Q1 24: 63 bought or addedQ1 24: 66 cut or sold outQ2 24: 67 bought or addedQ2 24: 67 cut or sold outQ2 24Q3 24: 68 bought or addedQ3 24: 75 cut or sold outQ4 24: 88 bought or addedQ4 24: 66 cut or sold outQ4 24Q1 25: 89 bought or addedQ1 25: 79 cut or sold outQ2 25: 90 bought or addedQ2 25: 82 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235560
Q4 20236461
Q1 20246366
Q2 20246767
Q3 20246875
Q4 20248866
Q1 20258979
Q2 20259082

Biggest buyers

Richmond Investment Services, LLC Added +192,020+192.0k
SEARCY FINANCIAL SERVICES INC /ADV New +179,041+179.0k
Heck Capital Advisors, LLC Added +166,091+166.1k
Composition Wealth, LLC New +93,461+93.5k
ROYAL BANK OF CANADA Added +91,768+91.8k
Prescott Group Capital Management, L.L.C. Added +43,695+43.7k
George Kaiser Family Foundation Added +43,695+43.7k
TWO SIGMA INVESTMENTS, LP New +40,600+40.6k
OSAIC HOLDINGS, INC. Added +39,870+39.9k
MANCHESTER FINANCIAL INC Added +39,395+39.4k

Biggest sellers

Proficio Capital Partners LLC Sold out -170,695-170.7k
Equitable Holdings, Inc. Reduced -149,788-149.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -105,546-105.5k
DOHJ, LLC Reduced -96,365-96.4k
Elevation Capital Advisory, LLC Sold out -58,979-59.0k
NATIONAL BANK OF CANADA /FI/ Sold out -40,000-40.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -39,164-39.2k
TABR Capital Management, LLC Sold out -39,164-39.2k
Merit Financial Group, LLC Reduced -36,085-36.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -31,546-31.5k

Biggest calls

None

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 690,954691.0k $105.8m $105.8m 0.01% Reduced -831 -831
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 615,837615.8k $94.3m $94.3m 0.01% Added +29.1k +29,086
3 TOMPKINS FINANCIAL CORP 7.80% of their portfolio ITHACA, NY 553,806553.8k $84.8m $84.8m 7.80% Reduced -22.8k -22,830
4 Gilbert & Cook, Inc. 11.00% of their portfolio WEST DES MOINES, IA 531,477531.5k $81.4m $81.4m 11.00% Added +14.8k +14,790
5 Richmond Investment Services, LLC 12.18% of their portfolio Mequon, WI 376,570376.6k $57.7m $57.7m 12.18% Added +192.0k +192,020
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 359,193359.2k $54.8m $54.8m 0.01% Added +9.6k +9,580
7 Lido Advisors, LLC 0.25% of their portfolio Los Angeles, CA 309,665309.7k $47.4m $47.4m 0.25% Added +1.7k +1,736
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 265,185265.2k $40.6m $40.6m 0.01% Reduced -21.5k -21,523
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 243,456243.5k $37.3m $37.3m 0.00% Added +91.8k +91,768
10 FreeGulliver LLC 16.92% of their portfolio NEW ORLEANS, LA 239,874239.9k $36.7m $36.7m 16.92% Added +19.7k +19,671
11 McKinley Carter Wealth Services, Inc. 1.76% of their portfolio WHEELING, WV 207,352207.4k $31.7m $31.7m 1.76% Reduced -7.8k -7,798
12 Reliant Wealth Planning 12.23% of their portfolio LOUISVILLE, KY 204,525204.5k $31.3m $31.3m 12.23% Added +18.0k +18,010
13 Heck Capital Advisors, LLC 2.69% of their portfolio Rhinelander, WI 204,097204.1k $31.3m $31.3m 2.69% Added +166.1k +166,091
14 SEARCY FINANCIAL SERVICES INC /ADV 11.14% of their portfolio OVERLAND PARK, KS 179,041179.0k $27.4m $27.4m 11.14% New
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 172,008172.0k $26.3m $26.3m 0.00% Added +3.8k +3,762
16 Prescott Group Capital Management, L.L.C. 2.43% of their portfolio Tulsa, OK 134,450134.4k $20.6m $20.6m 2.43% Added +43.7k +43,695
17 George Kaiser Family Foundation 2.97% of their portfolio TULSA, OK 134,450134.4k $20.6m $20.6m 2.97% Added +43.7k +43,695
18 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 126,428126.4k $19.4m $19.4m 0.06% Reduced -1.0k -1,044
19 Equitable Holdings, Inc. 0.13% of their portfolio NEW YORK, NY 102,991103.0k $15.8m $15.8m 0.13% Reduced -149.8k -149,788
20 KM Capital Management Ltd. 7.56% of their portfolio AUSTIN, TX 100,108100.1k $15.3m $15.3m 7.56% Added +79 +79
21 MANCHESTER FINANCIAL INC 3.05% of their portfolio Westlake Village, CA 95,07395.1k $14.6m $14.6m 3.05% Added +39.4k +39,395
22 Composition Wealth, LLC 0.24% of their portfolio LOS ANGELES, CA 93,46193.5k $14.3m $14.3m 0.24% New
23 DOHJ, LLC 3.56% of their portfolio SEATTLE, WA 93,11393.1k $12.3m $12.3m 3.56% Reduced -96.4k -96,365
24 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2.61% of their portfolio BERMUDA RUN, NC 92,96093.0k $14.2m $14.2m 2.61% Added +194 +194
25 WFA Asset Management Corp 6.93% of their portfolio WHITEFISH BAY, WI 91,53691.5k $12.3m $12.3m 6.93% Reduced -2.3k -2,282
26 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 85,16385.2k $13.0m $13.0m 0.02% Added +16.1k +16,090
27 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 77,74477.7k $11.9m $11.9m 0.01% Reduced -1.8k -1,796
28 ARCADIA INVESTMENT ADVISORS LLC 5.90% of their portfolio EAGLE, ID 74,35374.4k $11.4m $11.4m 5.90% Added +979 +979
29 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 73,46673.5k $11.2m $11.2m 0.01% Reduced -24.1k -24,106
30 FIRST CITIZENS BANK & TRUST CO 0.17% of their portfolio RALEIGH, NC 62,01462.0k $9.5m $9.5m 0.17% Added +335 +335
31 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 62,01462.0k $9.5m $9.5m 0.03% Added +335 +335
32 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 58,62358.6k $9.0m $9.0m 0.02% Added +39.9k +39,870
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 55,27855.3k $8.5m $8.5m 0.00% Added +1.5k +1,451
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 54,58754.6k $8.4m $8.4m 0.00% Reduced -10.0k -10,017
35 Strategic Equity Management 2.67% of their portfolio TUCSON, AZ 47,35347.4k $7.3m $7.3m 2.67% Reduced -5.9k -5,925
36 Nicollet Investment Management, Inc. 2.28% of their portfolio MINNEAPOLIS, MN 44,55844.6k $6.8m $6.8m 2.28% Reduced -1.7k -1,741
37 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 40,60040.6k $6.2m $6.2m 0.01% New
38 ShoreHaven Wealth Partners, LLC 2.41% of their portfolio Red Bank, NJ 38,41838.4k $5.9m $5.9m 2.41% Reduced -35 -35
39 SageView Advisory Group, LLC 0.23% of their portfolio Newport Beach, CA 37,92537.9k $6.0m $6.0m 0.23% Reduced -10.1k -10,149
40 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 37,91437.9k $5.8m $5.8m 0.06% Reduced -36.1k -36,085
41 Holos Integrated Wealth LLC 3.53% of their portfolio KENNETT SQUARE, PA 37,07737.1k $5.9m $5.9m 3.53% Reduced -93 -93
42 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 36,46636.5k $5.6m $5.6m 0.06% Added +32.9k +32,902
43 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 33,18133.2k $5.9m $5.9m 0.03% Added +8.4k +8,450
44 OXFORD FINANCIAL GROUP, LTD. LLC 0.27% of their portfolio INDIANAPOLIS, IN 29,25229.3k $4.5m $4.5m 0.27% Reduced -232 -232
45 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 29,22729.2k $4.5m $4.5m 0.06% Reduced -11.6k -11,587
46 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 27,18627.2k $4.2m $4.2m 0.05% Added +2.8k +2,821
47 Noble Family Wealth, LLC 0.95% of their portfolio Clearwater, FL 25,27725.3k $3.9m $3.9m 0.95% Reduced -1.2k -1,225
48 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 25,05225.1k $3.8m $3.8m 0.08% Added +488 +488
49 THOROUGHBRED FINANCIAL SERVICES, LLC 0.27% of their portfolio BRENTWOOD, TN 24,78824.8k $3.8m $3.8m 0.27% Reduced -2.5k -2,508
50 CREATIVE FINANCIAL DESIGNS INC /ADV 0.27% of their portfolio KOKOMO, IN 24,45524.5k $3.7m $3.7m 0.27% Reduced -2.3k -2,286
51 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 24,15624.2k $3.7m $3.7m 0.02% Reduced -4.3k -4,337
52 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 23,91223.9k $3.7m $3.7m 0.01% Reduced -26.8k -26,782
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,77323.8k $3.6m $3.6m 0.00% Added +124 +124
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,69422.7k $3.5m $3.5m 0.00% Reduced -9.7k -9,662
55 Grant Street Asset Management, Inc. 0.76% of their portfolio CANONSBURG, PA 22,04322.0k $3.4m $3.4m 0.76% Added +3.5k +3,465
56 SOA Wealth Advisors, LLC. 0.61% of their portfolio NEW YORK, NY 21,07221.1k $3.2m $3.2m 0.61% Added +4.0k +4,027
57 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 19,73419.7k $3.0m $3.0m 0.04% Reduced -96 -96
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,58819.6k $3.0m $3.0m 0.00% Reduced -39.2k -39,164
59 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 19,55419.6k $3.0m $3.0m 0.00% Reduced -105.5k -105,546
60 Capital Analysts, LLC 0.10% of their portfolio FORT WASHINGTON, PA 19,35319.4k $3.0m $3.0m 0.10% Added +537 +537
61 Mason & Associates, LLC 0.73% of their portfolio NEWPORT NEWS, VA 18,98619.0k $2.9m $2.9m 0.73% Reduced -67 -67
62 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 18,77318.8k $2.9m $2.9m 0.01% Added +1.5k +1,520
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,73818.7k $2.9m $2.9m 0.00% Added +2.2k +2,218
64 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,85617.9k $2.7m $2.7m 0.00% Reduced -106 -106
65 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 17,00017.0k $2.6m $2.6m 0.01% New
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,75716.8k $2.6m $2.6m 0.00% Reduced -31.5k -31,546
67 Boyd Wealth Management, LLC 1.02% of their portfolio SACRAMENTO, CA 15,31015.3k $2.3m $2.3m 1.02% Added +1.4k +1,395
68 Family Capital Management, Inc. 1.18% of their portfolio GRAND RAPIDS, MI 14,71614.7k $2.3m $2.3m 1.18% Reduced -62 -62
69 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,67014.7k $2.2m $2.2m 0.00% Added +2.5k +2,485
70 LEAVELL INVESTMENT MANAGEMENT, INC. 0.10% of their portfolio MOBILE, AL 14,50514.5k $2.2m $2.2m 0.10% Added +1.3k +1,290
71 Legacy Advisory Services, LLC 1.73% of their portfolio Exton, PA 14,26714.3k $2.2m $2.2m 1.73% Reduced -168 -168
72 GeoWealth Management, LLC 0.09% of their portfolio CHICAGO, IL 14,22914.2k $2.2m $2.2m 0.09% Reduced -37 -37
73 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 13,91913.9k $2.1m $2.1m 0.01% Added +466 +466
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,85513.9k $2.1m $2.1m 0.00% Reduced -7.6k -7,590
75 Bison Wealth, LLC 0.17% of their portfolio ATLANTA, GA 13,63513.6k $2.1m $2.1m 0.17% Reduced -162 -162
76 FMR LLC 0.00% of their portfolio BOSTON, MA 13,37513.4k $2.0m $2.0m 0.00% Added +719 +719
77 Compton Wealth Advisory Group, LLC 0.50% of their portfolio VIRGINIA BEACH, VA 12,89712.9k $2.0m $2.0m 0.50% Reduced -3.2k -3,157
78 GTS SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 12,36012.4k $1.9m $1.9m 0.08% Added +8.4k +8,417
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,67011.7k $1.8m $1.8m 0.00% Added +1.3k +1,314
80 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 11,45711.5k $1.8m $1.8m 0.01% Reduced -271 -271
81 Optivise Advisory Services LLC 0.87% of their portfolio FRANKLIN, TN 11,15811.2k $1.7m $1.7m 0.87% Reduced -194 -194
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,49210.5k $1.6m $1.6m 0.00% New
83 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 10,46710.5k $1.6m $1.6m 0.04% Reduced -1.9k -1,882
84 Asset Allocation Strategies LLC 0.31% of their portfolio FARMINGTON, MI 9,0759.1k $1.4m $1.4m 0.31% Reduced -1.8k -1,778
85 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 9,0009.0k $1.4m $1.4m 0.03% Added +78 +78
86 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 8,7738.8k $1.3m $1.3m 0.11% New
87 Avior Wealth Management, LLC 0.05% of their portfolio OMAHA, NE 8,5758.6k $1.3m $1.3m 0.05% Reduced -252 -252
88 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 0.24% of their portfolio GLASTONBURY, CT 8,3318.3k $1.3m $1.3m 0.24% Added +1.5k +1,498
89 McAdam, LLC 0.07% of their portfolio Philadelphia, PA 7,8757.9k $1.2m $1.2m 0.07% Added +2.9k +2,923
90 Hershey Financial Advisers, LLC 1.07% of their portfolio LANCASTER, PA 7,7837.8k $1.2m $1.2m 1.07% First filing
91 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 7,3347.3k $1.1m $1.1m 0.01% Reduced -185 -185
92 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 7,0197.0k $1.1m $1.1m 0.00% New
93 COZAD ASSET MANAGEMENT INC 0.09% of their portfolio CHAMPAIGN, IL 6,8146.8k $1.0m $1.0m 0.09% Added +236 +236
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,7356.7k $1.0m $1.0m 0.00% Added +6.7k +6,734
95 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 6,5646.6k $1.0m $1.0m 0.08% Added +427 +427
96 Aureus Asset Management, LLC 0.06% of their portfolio BOSTON, MA 6,0006.0k $918.7k $918.7k 0.06% Unchanged
97 Forefront Wealth Partners, LLC 0.60% of their portfolio AUSTIN, TX 5,8955.9k $874.8k $874.8k 0.60% Added +997 +997
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,6895.7k $871.1k $871.1k 0.00% Added +3 +3
99 Patriot Financial Group Insurance Agency, LLC 0.10% of their portfolio Westborough, MA 5,6595.7k $866.5k $866.5k 0.10% Reduced -165 -165
100 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 5,5015.5k $842.3k $842.3k 0.01% Added +5.5k +5,500