Who owns iShares Russell Top 200 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWX from SEC Form 13F filings across 269 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, 269 institutions disclosed 36.4M shares of iShares Russell Top 200 Value ETF worth $3.83B — about 114% of shares outstanding; the largest disclosed holder is TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
269
13F holders
$3.83B
value, 2026 filers
114%
of shares outstanding (36.4M sh)
41
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 IWX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.9M | $1.04B | 3.6% | 30.8% | -3.7% |
| 2 | Envestnet Portfolio Solutions, Inc. | 4.9M | $516.1M | 2.5% | 15.4% | -22.1% |
| 3 | FIRST CITIZENS BANK & TRUST CO | 4.5M | $474.7M | 7.1% | 14.1% | -23.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1.8M | $191.0M | 0.0% | 5.7% | -32.1% |
| 5 | AE Wealth Management LLC | 1.2M | $123.7M | 0.6% | 3.7% | +6.6% |
| 6 | Lido Advisors, LLC | 911,734 | $95.9M | 0.3% | 2.9% | -5.7% |
| 7 | Proficio Capital Partners LLCNEW | 692,856 | $72.9M | 2.6% | 2.2% | new |
| 8 | Clark Capital Management Group, Inc. | 565,031 | $59.4M | 0.3% | 1.8% | -16.1% |
| 9 | First Citizens Asset Management, Inc. | 550,641 | $57.9M | 18.5% | 1.7% | +7.2% |
| 10 | Richard P Slaughter Associates Inc | 513,314 | $54.0M | 10.6% | 1.6% | +5.1% |
| 11 | Wilmington Savings Fund Society, FSB | 492,332 | $51.8M | 1.2% | 1.5% | -2.4% |
| 12 | LPL Financial LLC | 483,315 | $50.8M | 0.0% | 1.5% | -16.5% |
| 13 | SVB WEALTH LLC | 477,994 | $50.3M | 3.2% | 1.5% | +3.9% |
| 14 | AMERIPRISE FINANCIAL INC | 414,030 | $44.4M | 0.0% | 1.3% | +7.9% |
| 15 | TIAA TRUST, NATIONAL ASSOCIATION | 394,910 | $41.5M | 2.5% | 1.2% | -3.3% |
| 16 | UBS Group AG | 376,112 | $39.6M | 0.0% | 1.2% | +6.5% |
| 17 | Kingdom Financial Group LLC. | 324,849 | $34.2M | 8.7% | 1% | +11.4% |
| 18 | Sterling Capital Management LLC | 316,217 | $33.3M | 0.6% | 1% | +33.7% |
| 19 | JPMORGAN CHASE & CO | 287,855 | $30.3M | 0.0% | 0.9% | +0.4% |
| 20 | RTD Financial Advisors, Inc. | 279,877 | $29.4M | 3.2% | 0.9% | +3.7% |
| 21 | BANK OF AMERICA CORP /DE/ | 266,777 | $28.1M | 0.0% | 0.8% | +10.2% |
| 22 | LifeWealth Investments, LLC | 249,969 | $26.3M | 7.0% | 0.8% | +9.4% |
| 23 | JSF Financial, LLC | 239,472 | $25.2M | 4.0% | 0.7% | -14.4% |
| 24 | Compton Wealth Advisory Group, LLC | 239,223 | $25.3M | 5.1% | 0.7% | -2.5% |
| 25 | Bryn Mawr Trust Advisors, LLC | 236,778 | $24.9M | 1.1% | 0.7% | -2.3% |
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.