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iShares Russell Top 200 ETF (IWL) Institutional Ownership

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$129.03
+0.16 (+0.12%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 ETF (NYSEARCA:IWL)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$152.78M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$77.75M
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IWL Institutional Buying and Selling by Quarter

iShares Russell Top 200 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System690$88K0.0%N/A0.006%
5/14/2024 CreativeOne Wealth LLC5,496$699K0.0%N/A0.051%
5/9/2024 Kingsview Wealth Management LLC20,434$2.60M0.1%N/A0.196%
5/8/2024 Thoroughbred Financial Services LLC19,102$2.43M0.2%-3.4%0.184%
5/6/2024 Envestnet Portfolio Solutions Inc.101,931$12.96M0.0%+6.7%0.980%
5/4/2024 9258 Wealth Management LLC29,400$3.74M0.6%+2.4%0.283%
5/3/2024 Nicollet Investment Management Inc.45,467$5.78M2.1%+6.7%0.437%
5/2/2024 Gilbert & Cook Inc.543,443$69.08M9.4%-2.0%5.225%
5/2/2024 Lincoln National Corp26,841$3.41M0.1%-3.5%0.258%
5/1/2024 Grant Street Asset Management Inc.19,645$2.50M0.8%-2.2%0.189%
4/30/2024 Private Advisor Group LLC8,810$1.12M0.0%+194.1%0.085%
4/30/2024 Wooster Corthell Wealth Management Inc.7,405$941K0.2%-7.3%0.071%
4/30/2024 Arkadios Wealth Advisors64,053$8.14M0.6%-2.6%0.616%
4/29/2024Commonwealth Equity Services LLC42,125$5.36M0.0%-2.6%0.405%
4/26/2024 UMB Bank n.a.1,001$127K0.0%-27.3%0.010%
4/26/2024 McKinley Carter Wealth Services Inc.384,402$48.87M3.3%+5.9%3.696%
4/25/2024 Capital Investment Advisory Services LLC2,000$254K0.0%-16.7%0.019%
4/25/2024 Cambridge Investment Research Advisors Inc.129,254$16.43M0.1%+38.2%1.267%
4/24/2024 Leavell Investment Management Inc.13,755$1.75M0.1%+2.6%0.135%
4/24/2024 Newbridge Financial Services Group Inc.4,795$610K0.3%+44.4%0.047%
4/24/2024 Pegasus Partners Ltd.204,016$25.94M2.7%+8.2%2.000%
4/24/2024 Dechtman Wealth Management LLC92,078$11.71M2.7%-1.0%0.903%
4/22/2024 Cahaba Wealth Management Inc.7,295$927K0.1%-16.7%0.072%
4/19/2024 WFA Asset Management Corp93,818$11.93M6.2%+1.3%0.920%
4/16/2024 Toth Financial Advisory Corp3,250$413K0.1%+24.3%0.032%
4/16/2024 Noble Family Wealth LLC29,150$3.71M1.1%-14.6%0.286%
4/16/2024 Dohj LLC216,517$27.52M7.3%+1.0%2.123%
4/10/2024 SOA Wealth Advisors LLC.7,280$925K0.2%+18.8%0.071%
4/8/2024 Tompkins Financial Corp667,208$84.82M9.6%+3.1%7.713%
3/28/2024 Newbridge Financial Services Group Inc.3,320$382K0.2%+27.4%0.038%
3/6/2024 SageView Advisory Group LLC112,318$13.44M0.5%-13.3%1.298%
2/16/2024 SageView Advisory Group LLC112,318$13.44M0.4%-13.3%1.298%
2/14/2024 BOKF NA62,881$7.24M0.1%+3,631.8%0.727%
2/14/2024 Sollinda Capital Management LLC2,000$230K0.1%N/A0.023%
2/14/2024 Asset Allocation Strategies LLC26,036$3.00M1.2%+23.6%0.301%
2/9/2024 SageView Advisory Group LLC112,318$13.44M0.4%-13.3%1.298%
2/9/2024 Cambridge Investment Research Advisors Inc.93,536$10.77M0.0%+334.3%1.081%
2/9/2024 Thoroughbred Financial Services LLC19,768$2.28M0.2%-7.7%0.229%
2/8/2024 Efficient Advisors LLC6,411$738K0.0%-3.5%0.074%
2/7/2024 Avantax Advisory Services Inc.2,772$319K0.0%N/A0.032%
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2/7/2024 McKinley Carter Wealth Services Inc.362,873$41.76M3.1%+34.0%4.195%
2/7/2024 Envestnet Portfolio Solutions Inc.95,546$11.00M0.0%+10.4%1.105%
2/7/2024 Strategic Equity Management75,894$8.74M9.8%-67.7%0.877%
2/7/2024 Principal Securities Inc.3,782$435K0.0%N/A0.044%
2/7/2024 Ethos Financial Group LLC2,976$343K0.1%-9.8%0.034%
2/6/2024 ShoreHaven Wealth Partners LLC43,157$4.97M3.0%-1.3%0.499%
2/6/2024 Lincoln National Corp27,804$3.20M0.1%+29.9%0.321%
2/6/2024 Private Advisor Group LLC2,996$345K0.0%+14.2%0.035%
2/6/2024 9258 Wealth Management LLC28,723$3.31M0.6%+10.8%0.332%
2/5/2024 Win Advisors Inc.210,162$24.19M11.0%+1,219.7%2.430%
2/5/2024 McAdam LLC2,870$330K0.0%+8.0%0.033%
2/5/2024 Gilbert & Cook Inc.554,726$63.84M9.0%-2.0%6.413%
2/2/2024 Dohj LLC214,354$24.67M7.3%+74.2%2.478%
2/2/2024 Valmark Advisers Inc.18,074$2.08M0.0%-4.0%0.209%
2/1/2024 Capital Investment Advisory Services LLC2,400$276K0.0%-4.2%0.028%
2/1/2024 WFA Asset Management Corp92,594$10.66M5.8%+9.0%1.070%
1/31/2024 Boyd Wealth Management LLC10,988$1.27M0.8%-2.2%0.127%
1/30/2024 Avior Wealth Management LLC15,561$1.79M0.1%-22.8%0.180%
1/30/2024 Octavia Wealth Advisors LLC1,857$214K0.0%N/A0.021%
1/26/2024 Toth Financial Advisory Corp2,615$301K0.0%N/A0.030%
1/25/2024 Grant Street Asset Management Inc.20,093$2.31M0.8%-1.2%0.232%
1/25/2024 Woodard & Co. Asset Management Group Inc. ADV101,725$11.71M3.4%-13.4%1.176%
1/24/2024 Sowell Financial Services LLC22,403$2.58M0.1%N/A0.259%
1/24/2024 Arkadios Wealth Advisors65,773$7.57M0.6%-2.3%0.760%
1/23/2024 Leavell Investment Management Inc.13,405$1.54M0.1%-53.2%0.155%
1/22/2024 First Citizens Bank & Trust Co.95,546$11.00M0.2%+10.4%1.105%
1/22/2024 Zimmermann Investment Management & Planning LLC20,102$2.31M0.9%-4.3%0.232%
1/22/2024 Glass Jacobson Investment Advisors llc252$29K0.0%-88.2%0.003%
1/19/2024 Dechtman Wealth Management LLC93,020$10.71M2.8%-2.4%1.075%
1/19/2024 Forum Private Client Group LLC5,126$590K0.3%N/A0.059%
1/19/2024 Patriot Financial Group Insurance Agency LLC7,880$907K0.2%-4.8%0.091%
1/18/2024 Gradient Investments LLC338$39K0.0%N/A0.004%
1/18/2024 Wooster Corthell Wealth Management Inc.7,991$920K0.2%-11.7%0.092%
1/18/2024 KM Capital Management Ltd.106,681$12.28M7.1%-6.7%1.233%
1/18/2024 Noble Family Wealth LLC34,150$3.93M1.2%-0.3%0.395%
1/18/2024 First Pacific Financial2,895$333K0.1%+25.1%0.033%
1/16/2024 Raymond James Financial Services Advisors Inc.4,978$573K0.0%-35.5%0.058%
1/16/2024 Raymond James & Associates3,908$450K0.0%+50.8%0.045%
1/11/2024 SOA Wealth Advisors LLC.6,127$705K0.2%+20.2%0.071%
1/10/2024 Creative Financial Designs Inc. ADV80,696$9.29M0.9%+8.1%0.933%
1/10/2024 Cornerstone Wealth Management LLC2,131$245K0.0%-4.1%0.025%
1/3/2024 Massmutual Trust Co. FSB ADV767$88K0.0%N/A0.009%
1/2/2024 Anchor Investment Management LLC3,519$405K0.0%N/A0.041%
12/6/2023 Grant Street Asset Management Inc.20,337$2.10M0.8%-9.6%0.235%
11/20/2023 Silver Oak Securities Incorporated6,492$671K0.1%-25.4%0.075%
11/17/2023 Asset Allocation Strategies LLC21,065$2.18M1.0%+7.4%0.244%
11/16/2023Harbour Investments Inc.2,210$228K0.0%+27.8%0.026%
11/15/2023 Integrated Wealth Concepts LLC34,424$3.56M0.1%-1.6%0.398%
11/14/2023 Woodard & Co. Asset Management Group Inc. ADV117,527$12.15M4.1%+50.7%1.359%
11/14/2023 Pegasus Partners Ltd.155,506$16.08M2.3%+29.9%1.798%
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11/13/2023 LPL Financial LLC194,434$20.10M0.0%-12.0%2.248%
11/13/2023 Envestnet Portfolio Solutions Inc.86,572$8.95M0.0%N/A1.001%
11/13/2023 Kestra Advisory Services LLC2,496$258K0.0%N/A0.029%
11/9/2023 Nicollet Investment Management Inc.42,962$4.44M2.0%+13.3%0.497%
11/9/2023 UBS Group AG23,646$2.44M0.0%+1.1%0.273%
11/8/2023 HighTower Advisors LLC80,070$8.28M0.0%-53.4%0.926%
11/8/2023 9258 Wealth Management LLC25,922$2.68M0.5%-1.9%0.300%
11/8/2023 Valmark Advisers Inc.18,834$1.95M0.0%+5.0%0.218%
11/7/2023 Strategic Equity Management235,177$24.31M9.2%-3.8%2.719%
11/7/2023 Efficient Advisors LLC6,641$686K0.0%-4.3%0.077%
(Data available from 1/1/2016 forward)

IWL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWL shares?

During the previous two years, 127 institutional investors and hedge funds held shares of iShares Russell Top 200 ETF. The most heavily invested institutionals were K.J. Harrison & Partners Inc ($283.31M), Tompkins Financial Corp ($84.82M), Gilbert & Cook Inc. ($69.08M), McKinley Carter Wealth Services Inc. ($48.87M), Bank of America Corp DE ($46.92M), Dohj LLC ($27.52M), and Pegasus Partners Ltd. ($25.94M).Learn more on IWL's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 ETF stock?

Of the 100 institutional investors that purchased iShares Russell Top 200 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: McKinley Carter Wealth Services Inc. ($462.93K), Gilbert & Cook Inc. ($284.23K), Win Advisors Inc. ($235.52K), Wexford Capital LP ($165.15K), Cambridge Investment Research Advisors Inc. ($135.03K), Dohj LLC ($134.79K), and EP Wealth Advisors LLC ($104.10K).

How much institutional buying is happening at iShares Russell Top 200 ETF?

Institutional investors have bought a total of 3,134,984 shares in the last 24 months. This purchase volume represents approximately $311.24M in transactions.

Which iShares Russell Top 200 ETF major shareholders have been selling company stock?

Of the 77 institutional investors that sold iShares Russell Top 200 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($1.54M), Envestnet Asset Management Inc. ($1.52M), Strategic Equity Management ($322.33K), Gilbert & Cook Inc. ($221.31K), HighTower Advisors LLC ($100.32K), 9258 Wealth Management LLC ($92.22K), and McKinley Carter Wealth Services Inc. ($92.15K).

How much institutional selling is happening at iShares Russell Top 200 ETF?

Institutional investors have sold a total of 4,661,863 shares in the last 24 months. This volume of shares sold represents approximately $420.82M in transactions.


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This page (NYSEARCA:IWL) was last updated on 5/20/2024 by MarketBeat.com Staff

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