ISHARES RUSSELL TOP 200 ETF IWL
$184.49
-0.1% 52w: $145.49 – $188.50
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data145.49167.00188.50
Jun 20, 2025 Jul 2, 2026
Institutional holders
224
+5 QoQ
13F value
$1.38B
-3.7% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$73.6M calls / — puts
Institutional value by quarter
Number of holders
Who owns IWL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 699.9K | $112.3M | 0.0% | -3.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 633.5K | $101.7M | 0.0% | -7.4% |
| Gilbert & Cook, Inc. | Wealth advisor | 516.4K | $82.9M | 10.7% | +1.4% |
| TOMPKINS FINANCIAL CORP | Other | 498.9K | $80.1M | 6.4% | -12.7% |
| Richmond Investment Services, LLC | Wealth advisor | 409.9K | $65.8M | 10.6% | +3.4% |
| LPL Financial LLC | Bank broker | 377.8K | $60.6M | 0.0% | +33.2% |
| Lido Advisors, LLC | Wealth advisor | 371.4K | $59.6M | 0.2% | -2.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 353.5K | $56.8M | 0.0% | -3.7% |
| COMMERCE BANK | Diversified mechanical | 353.5K | $56.7M | 0.3% | +103.6% |
| FreeGulliver LLC | Wealth advisor | 215.8K | $34.6M | 14.6% | -1.6% |
| Reliant Wealth Planning | Wealth advisor | 206.9K | $33.2M | 10.0% | +3.9% |
| Heck Capital Advisors, LLC | Wealth advisor | 204.6K | $32.8M | 2.4% | Held |
| SEARCY FINANCIAL SERVICES INC /ADV | Wealth advisor | 182.0K | $29.2M | 10.8% | +2.3% |
| JPMORGAN CHASE & CO | Bank broker | 183.1K | $28.6M | 0.0% | +17.4% |
| ROYAL BANK OF CANADA | Bank broker | 155.8K | $25.0M | 0.0% | +16.8% |
| Prescott Group Capital Management, L.L.C. | Other | 134.4K | $21.6M | 2.2% | Held |
| George Kaiser Family Foundation ★3 | Fundamental concentrated | 134.4K | $21.6M | 2.4% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 128.9K | $20.7M | 0.1% | +4.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 127.0K | $20.4M | 0.0% | +27.6% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 119.6K | $19.2M | 3.7% | +0.9% |
| Equitable Holdings, Inc. | Wealth advisor | 98.0K | $16.7M | 0.1% | -4.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 89.8K | $14.4M | 0.0% | +72.2% |
| Annex Advisory Services, LLC | Wealth advisor | 74.1K | $11.9M | 0.2% | -2.3% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | Wealth advisor | 72.9K | $11.7M | 1.9% | -0.7% |
| ARCADIA INVESTMENT ADVISORS LLC | Wealth advisor | 72.7K | $11.7M | 5.5% | +0.4% |
| UBS Group AG | Bank broker | 70.7K | $11.4M | 0.0% | +3.4% |
| HighTower Advisors, LLC | Diversified mechanical | 68.4K | $11.0M | 0.0% | -1.0% |
| Composition Wealth, LLC | Wealth advisor | 66.3K | $10.7M | 0.1% | -19.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 64.0K | $10.3M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 59.0K | $9.5M | 0.0% | +1.0% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 57.8K | $9.3M | 0.5% | -55.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 56.7K | $9.1M | 0.1% | +0.6% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 56.7K | $9.1M | 0.2% | +0.6% |
| Creative Planning | Wealth advisor | 54.6K | $8.8M | 0.0% | +205.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 52.2K | $8.4M | 0.0% | +787.2% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 50.8K | $8.2M | 0.1% | -2.9% |
| Capital Developers, LLC | Wealth advisor | 50.0K | $8.0M | 7.2% | -1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 48.7K | $7.8M | 0.0% | +316.8% |
| Merit Financial Group, LLC | Wealth advisor | 41.3K | $6.6M | 0.0% | -0.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 41.0K | $6.6M | 0.1% | +7.6% |
| Nicollet Investment Management, Inc. ★2 | Fundamental diversified | 40.3K | $6.5M | 2.2% | -15.4% |
| ShoreHaven Wealth Partners, LLC | Wealth advisor | 39.2K | $6.3M | 2.3% | +2.4% |
| Veridan Wealth LLC | Wealth advisor | 36.6K | $5.9M | 2.2% | +0.8% |
| Cetera Investment Advisers | Wealth advisor | 36.4K | $5.8M | 0.0% | +3.2% |
| Strategic Equity Management | Wealth advisor | 35.0K | $5.6M | 2.1% | -5.9% |
| Holos Integrated Wealth LLC | Wealth advisor | 32.9K | $5.4M | 2.7% | -7.6% |
| Waverly Advisors, LLC | Wealth advisor | 33.3K | $5.3M | 0.0% | +6.2% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 33.1K | $5.3M | 0.3% | +29.8% |
| FIRST AMERICAN TRUST, FSB | Other | 33.1K | $5.3M | 0.4% | +4.2% |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 32.5K | $5.2M | 0.0% | -22.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.