Vault-13

ISHARES TR IWL

RUS TOP 200 ETF · ETP · CUSIP 464289446

227 institutional holders +6 vs Q4 2025
8,609,4578.6m shares reported held*
$1.4bnreported value*
27 new 70 added 78 reduced 20 sold out net bought ≈ $37.0m (+230.5k 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $160.62.

Trends to Q1 2026

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: 201Q3 25: 203Q4 25: 221Q1 26: 227227Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025203
Q4 2025221
Q1 2026227

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 67 bought or addedQ2 24: 67 cut or sold outQ3 24: 68 bought or addedQ3 24: 75 cut or sold outQ3 24Q4 24: 88 bought or addedQ4 24: 66 cut or sold outQ1 25: 89 bought or addedQ1 25: 79 cut or sold outQ1 25Q2 25: 90 bought or addedQ2 25: 82 cut or sold outQ3 25: 89 bought or addedQ3 25: 84 cut or sold outQ3 25Q4 25: 83 bought or addedQ4 25: 92 cut or sold outQ1 26: 97 bought or addedQ1 26: 98 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246767
Q3 20246875
Q4 20248866
Q1 20258979
Q2 20259082
Q3 20258984
Q4 20258392
Q1 20269798

Biggest buyers

COMMERCE BANK Added +179,880+179.9k
LPL Financial LLC Added +94,189+94.2k
TWO SIGMA INVESTMENTS, LP New +64,000+64.0k
CITADEL ADVISORS LLC Added +46,321+46.3k
OSAIC HOLDINGS, INC. Added +37,643+37.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +37,029+37.0k
Creative Planning Added +36,727+36.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +27,487+27.5k
JPMORGAN CHASE & CO Added +27,089+27.1k
ROYAL BANK OF CANADA Added +22,367+22.4k

Biggest sellers

KM Capital Management Ltd. Sold out -77,787-77.8k
TOMPKINS FINANCIAL CORP Reduced -72,282-72.3k
McKinley Carter Wealth Services, Inc. Reduced -71,470-71.5k
BANK OF AMERICA CORP /DE/ Reduced -50,933-50.9k
MORGAN STANLEY Reduced -28,748-28.7k
GOLDMAN SACHS GROUP INC Reduced -27,312-27.3k
CreativeOne Wealth, LLC Reduced -19,885-19.9k
Composition Wealth, LLC Reduced -15,678-15.7k
AMERIPRISE FINANCIAL INC Reduced -13,408-13.4k
BNP PARIBAS FINANCIAL MARKETS Sold out -13,000-13.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 699,949699.9k $112.3m $112.3m 0.01% Reduced -28.7k -28,748
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 633,514633.5k $101.7m $101.7m 0.01% Reduced -50.9k -50,933
3 Gilbert & Cook, Inc. 10.70% of their portfolio WEST DES MOINES, IA 516,367516.4k $82.9m $82.9m 10.70% Added +7.1k +7,108
4 TOMPKINS FINANCIAL CORP 6.38% of their portfolio ITHACA, NY 498,861498.9k $80.1m $80.1m 6.38% Reduced -72.3k -72,282
5 Richmond Investment Services, LLC 10.63% of their portfolio Mequon, WI 409,892409.9k $65.8m $65.8m 10.63% Added +13.5k +13,456
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 377,756377.8k $60.6m $60.6m 0.02% Added +94.2k +94,189
7 Lido Advisors, LLC 0.23% of their portfolio Los Angeles, CA 371,412371.4k $59.6m $59.6m 0.23% Reduced -11.0k -10,958
8 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 353,515353.5k $56.8m $56.8m 0.01% Reduced -13.4k -13,408
9 COMMERCE BANK 0.27% of their portfolio KANSAS CITY, MO 353,487353.5k $56.7m $56.7m 0.27% Added +179.9k +179,880
10 FreeGulliver LLC 14.60% of their portfolio NEW ORLEANS, LA 215,824215.8k $34.6m $34.6m 14.60% Reduced -3.4k -3,431
11 Reliant Wealth Planning 10.04% of their portfolio LOUISVILLE, KY 206,913206.9k $33.2m $33.2m 10.04% Added +7.8k +7,770
12 Heck Capital Advisors, LLC 2.44% of their portfolio Rhinelander, WI 204,621204.6k $32.8m $32.8m 2.44% Unchanged
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 183,116183.1k $28.6m $28.6m 0.00% Added +27.1k +27,089
14 SEARCY FINANCIAL SERVICES INC /ADV 10.83% of their portfolio OVERLAND PARK, KS 182,040182.0k $29.2m $29.2m 10.83% Added +4.0k +4,048
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 155,762155.8k $25.0m $25.0m 0.00% Added +22.4k +22,367
16 Prescott Group Capital Management, L.L.C. 2.15% of their portfolio Tulsa, OK 134,450134.4k $21.6m $21.6m 2.15% Unchanged
17 George Kaiser Family Foundation 2.44% of their portfolio TULSA, OK 134,450134.4k $21.6m $21.6m 2.44% Unchanged
18 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 128,885128.9k $20.7m $20.7m 0.05% Added +5.5k +5,453
19 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 127,037127.0k $20.4m $20.4m 0.03% Added +27.5k +27,487
20 MANCHESTER FINANCIAL INC 3.68% of their portfolio Westlake Village, CA 119,611119.6k $19.2m $19.2m 3.68% Added +1.1k +1,120
21 Equitable Holdings, Inc. 0.11% of their portfolio NEW YORK, NY 98,01598.0k $16.7m $16.7m 0.11% Reduced -4.2k -4,199
22 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 89,77189.8k $14.4m $14.4m 0.02% Added +37.6k +37,643
23 Annex Advisory Services, LLC 0.22% of their portfolio BROOKFIELD, WI 74,07174.1k $11.9m $11.9m 0.22% Reduced -1.7k -1,738
24 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.87% of their portfolio BERMUDA RUN, NC 72,92472.9k $11.7m $11.7m 1.87% Reduced -516 -516
25 ARCADIA INVESTMENT ADVISORS LLC 5.51% of their portfolio EAGLE, ID 72,70772.7k $11.7m $11.7m 5.51% Added +272 +272
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 70,73470.7k $11.4m $11.4m 0.00% Added +2.3k +2,334
27 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 68,40268.4k $11.0m $11.0m 0.01% Reduced -661 -661
28 Composition Wealth, LLC 0.15% of their portfolio LOS ANGELES, CA 66,33066.3k $10.7m $10.7m 0.15% Reduced -15.7k -15,678
29 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 64,00064.0k $10.3m $10.3m 0.01% New
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 59,02859.0k $9.5m $9.5m 0.00% Added +588 +588
31 McKinley Carter Wealth Services, Inc. 0.54% of their portfolio WHEELING, WV 57,79157.8k $9.3m $9.3m 0.54% Reduced -71.5k -71,470
32 FIRST CITIZENS BANK & TRUST CO 0.19% of their portfolio RALEIGH, NC 56,69356.7k $9.1m $9.1m 0.19% Added +365 +365
33 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 56,69356.7k $9.1m $9.1m 0.05% Added +365 +365
34 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 54,61654.6k $8.8m $8.8m 0.01% Added +36.7k +36,727
35 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 52,20552.2k $8.4m $8.4m 0.01% Added +46.3k +46,321
36 Stratos Wealth Partners, LTD. 0.09% of their portfolio BEACHWOOD, OH 50,79450.8k $8.2m $8.2m 0.09% Reduced -1.5k -1,506
37 Capital Developers, LLC 7.23% of their portfolio Greenville, NC 50,01050.0k $8.0m $8.0m 7.23% Reduced -491 -491
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 48,71748.7k $7.8m $7.8m 0.01% Added +37.0k +37,029
39 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 41,25041.2k $6.6m $6.6m 0.05% Reduced -243 -243
40 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 41,00841.0k $6.6m $6.6m 0.05% Added +2.9k +2,899
41 Nicollet Investment Management, Inc. 2.22% of their portfolio MINNEAPOLIS, MN 40,29940.3k $6.5m $6.5m 2.22% Reduced -7.3k -7,333
42 ShoreHaven Wealth Partners, LLC 2.26% of their portfolio Red Bank, NJ 39,21139.2k $6.3m $6.3m 2.26% Added +901 +901
43 Veridan Wealth LLC 2.21% of their portfolio WEST LINN, OR 36,55836.6k $5.9m $5.9m 2.21% Added +299 +299
44 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 36,38336.4k $5.8m $5.8m 0.01% Added +1.1k +1,115
45 SageView Advisory Group, LLC 0.21% of their portfolio Newport Beach, CA 36,01436.0k $5.8m $5.8m 0.21% Reduced -1.1k -1,085
46 Strategic Equity Management 2.11% of their portfolio TUCSON, AZ 34,97835.0k $5.6m $5.6m 2.11% Reduced -2.2k -2,178
47 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 33,33633.3k $5.3m $5.3m 0.04% Added +1.9k +1,942
48 THOROUGHBRED FINANCIAL SERVICES, LLC 0.32% of their portfolio BRENTWOOD, TN 33,12433.1k $5.3m $5.3m 0.32% Added +7.6k +7,595
49 FIRST AMERICAN TRUST, FSB 0.36% of their portfolio SANTA ANA, CA 33,09433.1k $5.3m $5.3m 0.36% Added +1.3k +1,332
50 Holos Integrated Wealth LLC 2.71% of their portfolio KENNETT SQUARE, PA 32,92232.9k $5.4m $5.4m 2.71% Reduced -2.7k -2,719
51 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 32,46032.5k $5.2m $5.2m 0.01% Reduced -9.2k -9,173
52 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 30,30630.3k $4.9m $4.9m 0.02% Reduced -1.2k -1,152
53 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,80129.8k $4.8m $4.8m 0.00% Added +6.9k +6,861
54 OXFORD FINANCIAL GROUP, LTD. LLC 0.25% of their portfolio INDIANAPOLIS, IN 29,11029.1k $4.7m $4.7m 0.25% Reduced -142 -142
55 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,35628.4k $4.6m $4.6m 0.00% Reduced -27.3k -27,312
56 Valmark Advisers, Inc. 0.05% of their portfolio AKRON, OH 26,88126.9k $4.3m $4.3m 0.05% Reduced -832 -832
57 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 26,75826.8k $4.3m $4.3m 0.08% Added +842 +842
58 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 24,73124.7k $4.0m $4.0m 0.02% Unchanged
59 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 22,17422.2k $3.6m $3.6m 0.01% Added +3.0k +3,033
60 Grant Street Asset Management, Inc. 0.68% of their portfolio CANONSBURG, PA 22,01722.0k $3.5m $3.5m 0.68% Reduced -365 -365
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.20% of their portfolio KOKOMO, IN 20,29720.3k $3.3m $3.3m 0.20% Reduced -510 -510
62 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 20,10020.1k $3.2m $3.2m 0.03% Added +6.5k +6,523
63 Winter & Associates, Inc. 2.86% of their portfolio ST. PAUL, MN 20,07520.1k $3.3m $3.3m 2.86% Added +6.7k +6,731
64 Noble Family Wealth, LLC 0.66% of their portfolio Clearwater, FL 20,01520.0k $3.2m $3.2m 0.66% Reduced -2.0k -1,992
65 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 19,82919.8k $3.2m $3.2m 0.00% Reduced -338 -338
66 Capital Analysts, LLC 0.08% of their portfolio FORT WASHINGTON, PA 19,58419.6k $3.1m $3.1m 0.08% Added +1.2k +1,234
67 SOA Wealth Advisors, LLC. 0.57% of their portfolio NEW YORK, NY 18,78918.8k $3.0m $3.0m 0.57% Reduced -289 -289
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,17318.2k $2.9m $2.9m 0.00% Reduced -179 -179
69 Mason & Associates, LLC 0.66% of their portfolio NEWPORT NEWS, VA 17,86317.9k $2.9m $2.9m 0.66% Reduced -202 -202
70 CWM, LLC 0.01% of their portfolio OMAHA, NE 16,84816.8k $2.7m $2.7m 0.01% Added +9.7k +9,660
71 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,17115.2k $2.4m $2.4m 0.00% Added +46 +46
72 Legacy Advisory Services, LLC 1.79% of their portfolio Exton, PA 14,62614.6k $2.3m $2.3m 1.79% Added +331 +331
73 LEAVELL INVESTMENT MANAGEMENT, INC. 0.10% of their portfolio MOBILE, AL 14,61214.6k $2.3m $2.3m 0.10% Reduced -12 -12
74 MONEYWISE, INC. 1.01% of their portfolio FOREST, VA 14,48014.5k $2.3m $2.3m 1.01% Added +6.1k +6,055
75 Boyd Wealth Management, LLC 0.96% of their portfolio SACRAMENTO, CA 14,08114.1k $2.3m $2.3m 0.96% Reduced -12 -12
76 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 13,91213.9k $2.2m $2.2m 0.00% Added +2.9k +2,919
77 Family Capital Management, Inc. 0.99% of their portfolio GRAND RAPIDS, MI 13,81913.8k $2.2m $2.2m 0.99% Reduced -896 -896
78 FMR LLC 0.00% of their portfolio BOSTON, MA 13,47713.5k $2.2m $2.2m 0.00% Added +712 +712
79 Forefront Wealth Partners, LLC 0.88% of their portfolio AUSTIN, TX 13,03213.0k $2.1m $2.1m 0.88% Added +2.3k +2,294
80 REDSTONE WEALTH MANAGEMENT, LLC 1.65% of their portfolio OKLAHOMA CITY, OK 12,89412.9k $2.1m $2.1m 1.65% Reduced -2.7k -2,656
81 Compton Wealth Advisory Group, LLC 0.46% of their portfolio VIRGINIA BEACH, VA 12,67212.7k $2.1m $2.1m 0.46% Reduced -225 -225
82 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 12,58712.6k $2.0m $2.0m 0.01% Reduced -623 -623
83 GeoWealth Management, LLC 0.07% of their portfolio CHICAGO, IL 12,45212.5k $2.0m $2.0m 0.07% Reduced -1.4k -1,440
84 Bison Wealth, LLC 0.22% of their portfolio ATLANTA, GA 12,07412.1k $2.2m $2.2m 0.22% Unchanged
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,37611.4k $1.8m $1.8m 0.00% Reduced -198 -198
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,14210.1k $1.6m $1.6m 0.00% Reduced -2.0k -2,031
87 PATTEN & PATTEN INC/TN 0.10% of their portfolio CHATTANOOGA, TN 9,9099.9k $1.6m $1.6m 0.10% Unchanged
88 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 9,7219.7k $1.6m $1.6m 0.11% Reduced -3.2k -3,247
89 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 9,3819.4k $1.5m $1.5m 0.07% Added +4.8k +4,820
90 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 8,6458.6k $1.4m $1.4m 0.09% Added +677 +677
91 GRANITE ISLANDS PRIVATE WEALTH, LLC 1.27% of their portfolio GUILFORD, CT 8,5728.6k $1.4m $1.4m 1.27% Added +2.6k +2,619
92 GTS SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 8,3408.3k $1.3m $1.3m 0.05% Added +5.8k +5,790
93 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,0378.0k $1.3m $1.3m 0.00% Added +922 +922
94 Avior Wealth Management, LLC 0.04% of their portfolio OMAHA, NE 7,9437.9k $1.3m $1.3m 0.04% Reduced -280 -280
95 COZAD ASSET MANAGEMENT INC 0.10% of their portfolio CHAMPAIGN, IL 7,8427.8k $1.3m $1.3m 0.10% Added +169 +169
96 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 7,5387.5k $1.2m $1.2m 0.02% Reduced -398 -398
97 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 7,4777.5k $1.2m $1.2m 0.01% Reduced -190 -190
98 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 7,3107.3k $1.2m $1.2m 0.02% New
99 Procyon Advisors, LLC 0.06% of their portfolio SHELTON, CT 7,0377.0k $1.1m $1.1m 0.06% Reduced -90 -90
100 Keystone Financial Group 0.07% of their portfolio LEXINGTON, KY 6,2586.3k $1.0m $1.0m 0.07% New