Who owns iShares Russell Top 200 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWL from SEC Form 13F filings across 235 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 235 institutions disclosed 9.0M shares of iShares Russell Top 200 ETF worth $1.61B — about 76.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
235
13F holders
$1.61B
value, 2026 filers
76.6%
of shares outstanding (9.0M sh)
33
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IWL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 676,332 | $125.1M | 0.0% | 5.8% | -3.4% |
| 2 | Gilbert & Cook, Inc. | 508,409 | $94.0M | 10.8% | 4.3% | -1.5% |
| 3 | TOMPKINS FINANCIAL CORP | 501,427 | $92.7M | 6.5% | 4.3% | +0.5% |
| 4 | BANK OF AMERICA CORP /DE/ | 500,046 | $92.5M | 0.0% | 4.3% | -21.1% |
| 5 | COMMERCE BANK | 435,916 | $80.6M | 0.4% | 3.7% | +23.3% |
| 6 | Lido Advisors, LLC | 408,608 | $75.6M | 0.2% | 3.5% | +10.0% |
| 7 | AMERIPRISE FINANCIAL INC | 396,002 | $73.2M | 0.0% | 3.4% | +12.0% |
| 8 | LPL Financial LLC | 359,781 | $66.5M | 0.0% | 3.1% | -4.8% |
| 9 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 261,905 | $1,418 | 0.0% | 2.2% | +14995.4% |
| 10 | George Kaiser Family Foundation | 248,501 | $46.0M | 4.4% | 2.1% | +84.8% |
| 11 | Prescott Group Capital Management, L.L.C. | 248,501 | $46.0M | 4.0% | 2.1% | +84.8% |
| 12 | Richmond Investment Services, LLC | 218,146 | $40.3M | 12.8% | 1.9% | -46.8% |
| 13 | Reliant Wealth Planning | 215,106 | $39.8M | 10.9% | 1.8% | +4.0% |
| 14 | FreeGulliver LLC | 209,733 | $38.8M | 13.7% | 1.8% | -2.8% |
| 15 | Heck Capital Advisors, LLC | 204,621 | $37.8M | 2.3% | 1.7% | 0.0% |
| 16 | JPMORGAN CHASE & CO | 186,952 | $34.3M | 0.0% | 1.6% | +2.1% |
| 17 | SEARCY FINANCIAL SERVICES INC /ADV | 178,911 | $33.1M | 11.1% | 1.5% | -1.7% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 141,776 | $26.2M | 0.0% | 1.2% | +11.6% |
| 19 | ROYAL BANK OF CANADA | 138,001 | $25.5M | 0.0% | 1.2% | -11.4% |
| 20 | Cambridge Investment Research Advisors, Inc. | 126,744 | $23.4M | 0.1% | 1.1% | -1.7% |
| 21 | MANCHESTER FINANCIAL INC | 121,917 | $22.5M | 4.0% | 1% | +1.9% |
| 22 | Equitable Holdings, Inc. | 98,978 | $18.3M | 0.1% | 0.8% | +1.0% |
| 23 | Integrated Wealth Concepts LLC | 89,126 | $16.5M | 0.1% | 0.8% | +117.3% |
| 24 | OSAIC HOLDINGS, INC. | 87,132 | $16.1M | 0.0% | 0.7% | -2.9% |
| 25 | FIRST AMERICAN TRUST, FSB | 76,906 | $14.2M | 0.9% | 0.7% | +132.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.