Vault-13

ISHARES TR IWL

RUS TOP 200 ETF · ETP · CUSIP 464289446

235 institutional holders +8 vs Q1 2026
9,092,7649.1m shares reported held*
$1.6bnreported value*
25 new 72 added 85 reduced 17 sold out net bought ≈ $54.3m (+553.8k 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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $179.64.

Trends to Q2 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: 227Q2 26: 235235Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026235

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 89 bought or addedQ3 25: 84 cut or sold outQ4 25: 83 bought or addedQ4 25: 92 cut or sold outQ4 25Q1 26: 97 bought or addedQ1 26: 98 cut or sold outQ2 26: 97 bought or addedQ2 26: 102 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246875
Q4 20248866
Q1 20258979
Q2 20259082
Q3 20258984
Q4 20258392
Q1 20269798
Q2 202697102

Biggest buyers

SPIRIT OF AMERICA MANAGEMENT CORP/NY Added +260,170+260.2k
Cambridge Investment Research Advisors, Inc. Added +124,603+124.6k
Prescott Group Capital Management, L.L.C. Added +114,051+114.1k
George Kaiser Family Foundation Added +114,051+114.1k
COMMERCE BANK Added +82,429+82.4k
KM Capital Management Ltd. New +74,015+74.0k
Integrated Wealth Concepts LLC Added +72,565+72.6k
FIRST AMERICAN TRUST, FSB Added +43,812+43.8k
AMERIPRISE FINANCIAL INC Added +42,487+42.5k
Lido Advisors, LLC Added +37,196+37.2k

Biggest sellers

Richmond Investment Services, LLC Reduced -191,746-191.7k
BANK OF AMERICA CORP /DE/ Reduced -133,468-133.5k
TWO SIGMA INVESTMENTS, LP Sold out -64,000-64.0k
CITADEL ADVISORS LLC Reduced -29,095-29.1k
GOLDMAN SACHS GROUP INC Sold out -28,356-28.4k
MORGAN STANLEY Reduced -23,617-23.6k
LPL Financial LLC Reduced -17,975-18.0k
ROYAL BANK OF CANADA Reduced -17,761-17.8k
Mariner, LLC Reduced -11,851-11.9k
REDSTONE WEALTH MANAGEMENT, LLC Reduced -11,381-11.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 676,332676.3k $125.1m $125.1m 0.01% Reduced -23.6k -23,617
2 Gilbert & Cook, Inc. 10.82% of their portfolio WEST DES MOINES, IA 508,409508.4k $94.0m $94.0m 10.82% Reduced -8.0k -7,958
3 TOMPKINS FINANCIAL CORP 6.49% of their portfolio ITHACA, NY 501,427501.4k $92.7m $92.7m 6.49% Added +2.6k +2,566
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 500,046500.0k $92.5m $92.5m 0.01% Reduced -133.5k -133,468
5 COMMERCE BANK 0.35% of their portfolio KANSAS CITY, MO 435,916435.9k $80.6m $80.6m 0.35% Added +82.4k +82,429
6 Lido Advisors, LLC 0.27% of their portfolio Los Angeles, CA 408,608408.6k $75.6m $75.6m 0.27% Added +37.2k +37,196
7 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 396,002396.0k $73.2m $73.2m 0.01% Added +42.5k +42,487
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 359,781359.8k $66.5m $66.5m 0.01% Reduced -18.0k -17,975
9 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.00% of their portfolio SYOSSET, NY 261,905261.9k $1.4k $1.4k 0.00% Added +260.2k +260,170
10 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 253,488253.5k $46.9m $46.9m 0.05% Added +124.6k +124,603
11 Prescott Group Capital Management, L.L.C. 3.97% of their portfolio Tulsa, OK 248,501248.5k $46.0m $46.0m 3.97% Added +114.1k +114,051
12 George Kaiser Family Foundation 4.41% of their portfolio TULSA, OK 248,501248.5k $46.0m $46.0m 4.41% Added +114.1k +114,051
13 Richmond Investment Services, LLC 12.77% of their portfolio Mequon, WI 218,146218.1k $40.3m $40.3m 12.77% Reduced -191.7k -191,746
14 Reliant Wealth Planning 10.94% of their portfolio LOUISVILLE, KY 215,106215.1k $39.8m $39.8m 10.94% Added +8.2k +8,193
15 FreeGulliver LLC 13.68% of their portfolio NEW ORLEANS, LA 209,733209.7k $38.8m $38.8m 13.68% Reduced -6.1k -6,091
16 Heck Capital Advisors, LLC 2.26% of their portfolio Rhinelander, WI 204,621204.6k $37.8m $37.8m 2.26% Unchanged
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 186,952187.0k $34.3m $34.3m 0.00% Added +3.8k +3,836
18 SEARCY FINANCIAL SERVICES INC /ADV 11.10% of their portfolio OVERLAND PARK, KS 178,911178.9k $33.1m $33.1m 11.10% Reduced -3.1k -3,129
19 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 141,776141.8k $26.2m $26.2m 0.03% Added +14.7k +14,739
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 138,001138.0k $25.5m $25.5m 0.00% Reduced -17.8k -17,761
21 MANCHESTER FINANCIAL INC 4.01% of their portfolio Westlake Village, CA 121,917121.9k $22.5m $22.5m 4.01% Added +2.3k +2,306
22 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 113,573113.6k $21.0m $21.0m 0.10% Added +72.6k +72,565
23 Equitable Holdings, Inc. 0.11% of their portfolio NEW YORK, NY 98,97899.0k $18.3m $18.3m 0.11% Added +963 +963
24 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 87,13287.1k $16.1m $16.1m 0.02% Reduced -2.6k -2,639
25 FIRST AMERICAN TRUST, FSB 0.86% of their portfolio SANTA ANA, CA 76,90676.9k $14.2m $14.2m 0.86% Added +43.8k +43,812
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,78775.8k $14.0m $14.0m 0.00% Added +5.1k +5,053
27 KM Capital Management Ltd. 6.43% of their portfolio AUSTIN, TX 74,01574.0k $13.7m $13.7m 6.43% New
28 ARCADIA INVESTMENT ADVISORS LLC 5.75% of their portfolio EAGLE, ID 73,70073.7k $13.6m $13.6m 5.75% Added +993 +993
29 Annex Advisory Services, LLC 0.23% of their portfolio BROOKFIELD, WI 73,56973.6k $13.6m $13.6m 0.23% Reduced -502 -502
30 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.95% of their portfolio BERMUDA RUN, NC 72,99073.0k $13.5m $13.5m 1.95% Added +66 +66
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 69,19369.2k $12.8m $12.8m 0.00% Added +10.2k +10,165
32 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 67,22567.2k $12.4m $12.4m 0.01% Added +34.8k +34,765
33 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 66,97267.0k $12.4m $12.4m 0.01% Reduced -1.4k -1,430
34 Composition Wealth, LLC 0.13% of their portfolio LOS ANGELES, CA 60,11760.1k $11.1m $11.1m 0.13% Reduced -6.2k -6,213
35 FIRST CITIZENS BANK & TRUST CO 0.15% of their portfolio RALEIGH, NC 55,91355.9k $10.3m $10.3m 0.15% Reduced -780 -780
36 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 55,91355.9k $10.3m $10.3m 0.05% Reduced -780 -780
37 Stratos Wealth Partners, LTD. 0.10% of their portfolio BEACHWOOD, OH 55,42555.4k $10.3m $10.3m 0.10% Added +4.6k +4,631
38 McKinley Carter Wealth Services, Inc. 0.51% of their portfolio WHEELING, WV 53,24753.2k $9.8m $9.8m 0.51% Reduced -4.5k -4,544
39 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 50,65050.6k $9.4m $9.4m 0.01% Reduced -4.0k -3,966
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 47,16047.2k $8.7m $8.7m 0.01% Reduced -1.6k -1,557
41 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 42,17342.2k $7.8m $7.8m 0.01% Added +5.8k +5,790
42 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 41,69941.7k $7.7m $7.7m 0.05% Added +449 +449
43 Nicollet Investment Management, Inc. 2.32% of their portfolio MINNEAPOLIS, MN 40,64440.6k $7.5m $7.5m 2.32% Added +345 +345
44 THOROUGHBRED FINANCIAL SERVICES, LLC 0.35% of their portfolio BRENTWOOD, TN 39,47739.5k $7.3m $7.3m 0.35% Added +6.4k +6,353
45 ShoreHaven Wealth Partners, LLC 2.28% of their portfolio Red Bank, NJ 39,15239.2k $7.2m $7.2m 2.28% Reduced -59 -59
46 SageView Advisory Group, LLC 0.22% of their portfolio Newport Beach, CA 35,69235.7k $6.6m $6.6m 0.22% Reduced -322 -322
47 Veridan Wealth LLC 2.29% of their portfolio WEST LINN, OR 35,54835.5k $6.6m $6.6m 2.29% Reduced -1.0k -1,010
48 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 35,16635.2k $6.5m $6.5m 0.04% Added +1.8k +1,830
49 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 35,06535.1k $6.5m $6.5m 0.05% Added +15.0k +14,965
50 Winter & Associates, Inc. 4.80% of their portfolio ST. PAUL, MN 34,51034.5k $6.4m $6.4m 4.80% Added +14.4k +14,435
51 Holos Integrated Wealth LLC 2.93% of their portfolio KENNETT SQUARE, PA 33,84933.8k $6.3m $6.3m 2.93% Added +927 +927
52 Strategic Equity Management 2.08% of their portfolio TUCSON, AZ 33,42233.4k $6.2m $6.2m 2.08% Reduced -1.6k -1,556
53 OXFORD FINANCIAL GROUP, LTD. LLC 0.27% of their portfolio INDIANAPOLIS, IN 29,11029.1k $5.4m $5.4m 0.27% Unchanged
54 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 28,69628.7k $5.3m $5.3m 0.02% Reduced -1.6k -1,610
55 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 27,76427.8k $5.1m $5.1m 0.00% Reduced -2.0k -2,037
56 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 27,01827.0k $5.0m $5.0m 0.08% Added +260 +260
57 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 24,73124.7k $4.6m $4.6m 0.02% Unchanged
58 Valmark Advisers, Inc. 0.05% of their portfolio AKRON, OH 23,28223.3k $4.3m $4.3m 0.05% Reduced -3.6k -3,599
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,11023.1k $4.3m $4.3m 0.00% Reduced -29.1k -29,095
60 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 22,77322.8k $4.2m $4.2m 0.01% Added +599 +599
61 Grant Street Asset Management, Inc. 0.66% of their portfolio CANONSBURG, PA 21,75121.8k $4.0m $4.0m 0.66% Reduced -266 -266
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 19,79919.8k $3.7m $3.7m 0.00% Reduced -30 -30
63 CREATIVE FINANCIAL DESIGNS INC /ADV 0.17% of their portfolio KOKOMO, IN 19,54219.5k $3.6m $3.6m 0.17% Reduced -755 -755
64 Capital Analysts, LLC 0.08% of their portfolio FORT WASHINGTON, PA 19,50119.5k $3.6m $3.6m 0.08% Reduced -83 -83
65 MONEYWISE, INC. 1.25% of their portfolio FOREST, VA 18,12718.1k $3.4m $3.4m 1.25% Added +3.6k +3,647
66 Mason & Associates, LLC 0.69% of their portfolio NEWPORT NEWS, VA 17,84117.8k $3.3m $3.3m 0.69% Reduced -22 -22
67 SOA Wealth Advisors, LLC. 0.51% of their portfolio NEW YORK, NY 16,51116.5k $3.1m $3.1m 0.51% Reduced -2.3k -2,278
68 Noble Family Wealth, LLC 0.53% of their portfolio Clearwater, FL 16,10916.1k $3.0m $3.0m 0.53% Reduced -3.9k -3,906
69 FMR LLC 0.00% of their portfolio BOSTON, MA 15,98416.0k $3.0m $3.0m 0.00% Added +2.5k +2,507
70 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,65715.7k $2.9m $2.9m 0.00% Added +486 +486
71 Legacy Advisory Services, LLC 1.99% of their portfolio Exton, PA 15,32115.3k $2.8m $2.8m 1.99% Added +695 +695
72 LEAVELL INVESTMENT MANAGEMENT, INC. 0.10% of their portfolio MOBILE, AL 14,93714.9k $2.8m $2.8m 0.10% Added +325 +325
73 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 14,04514.0k $2.6m $2.6m 0.01% Added +1.5k +1,458
74 GeoWealth Management, LLC 0.08% of their portfolio CHICAGO, IL 13,86313.9k $2.6m $2.6m 0.08% Added +1.4k +1,411
75 Family Capital Management, Inc. 0.99% of their portfolio GRAND RAPIDS, MI 13,83213.8k $2.6m $2.6m 0.99% Added +13 +13
76 Boyd Wealth Management, LLC 0.96% of their portfolio SACRAMENTO, CA 13,77513.8k $2.5m $2.5m 0.96% Reduced -306 -306
77 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,19113.2k $2.4m $2.4m 0.01% Added +5.7k +5,714
78 Forefront Wealth Partners, LLC 0.74% of their portfolio AUSTIN, TX 12,94612.9k $2.4m $2.4m 0.74% Reduced -86 -86
79 Compton Wealth Advisory Group, LLC 0.47% of their portfolio VIRGINIA BEACH, VA 12,65212.7k $2.3m $2.3m 0.47% Reduced -20 -20
80 GRANITE ISLANDS PRIVATE WEALTH, LLC 1.66% of their portfolio GUILFORD, CT 12,10312.1k $2.2m $2.2m 1.66% Added +3.5k +3,531
81 Bison Wealth, LLC 0.20% of their portfolio ATLANTA, GA 11,81111.8k $2.2m $2.2m 0.20% Reduced -263 -263
82 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,02911.0k $2.0m $2.0m 0.00% Added +9.5k +9,521
83 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,97811.0k $2.0m $2.0m 0.00% Reduced -2.9k -2,934
84 Keystone Financial Group 0.12% of their portfolio LEXINGTON, KY 10,68510.7k $2.0m $2.0m 0.12% Added +4.4k +4,427
85 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 10,61910.6k $2.0m $2.0m 0.02% Added +5.1k +5,065
86 PATTEN & PATTEN INC/TN 0.10% of their portfolio CHATTANOOGA, TN 9,9099.9k $1.8m $1.8m 0.10% Unchanged
87 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 9,0879.1k $1.7m $1.7m 0.00% Reduced -2.3k -2,289
88 FLAGSHIP HARBOR ADVISORS, LLC 0.06% of their portfolio BOSTON, MA 9,0069.0k $1.7m $1.7m 0.06% Reduced -375 -375
89 SILVER OAK SECURITIES, INCORPORATED 0.10% of their portfolio JACKSON, TN 8,6328.6k $1.6m $1.6m 0.10% Reduced -1.1k -1,089
90 Avior Wealth Management, LLC 0.04% of their portfolio OMAHA, NE 7,8057.8k $1.4m $1.4m 0.04% Reduced -138 -138
91 COZAD ASSET MANAGEMENT INC 0.09% of their portfolio CHAMPAIGN, IL 7,7997.8k $1.4m $1.4m 0.09% Reduced -43 -43
92 Elevation Capital Advisory, LLC 0.56% of their portfolio BEND, OR 7,7907.8k $1.4m $1.4m 0.56% New
93 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,5377.5k $1.4m $1.4m 0.00% Reduced -500 -500
94 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,4977.5k $1.4m $1.4m 0.00% Reduced -2.6k -2,645
95 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 7,4437.4k $1.4m $1.4m 0.02% Reduced -95 -95
96 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 7,3107.3k $1.4m $1.4m 0.02% Unchanged
97 Fifth Third Securities, Inc. 0.07% of their portfolio Cincinnati, OH 7,0977.1k $1.3m $1.3m 0.07% Reduced -1.5k -1,548
98 Procyon Advisors, LLC 0.06% of their portfolio SHELTON, CT 7,0377.0k $1.3m $1.3m 0.06% Unchanged
99 Breakwater Capital Group 0.15% of their portfolio PARAMUS, NJ 6,5356.5k $1.2m $1.2m 0.15% Added +1.5k +1,464
100 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,3226.3k $1.2m $1.2m 0.00% Reduced -11.9k -11,851