Who owns iShares Russell Top 200 Value ETF?
Institutional ownership of IWX from SEC Form 13F filings across 173 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.
173
13F holders
$2.20B
value, 2026 filers
66.1%
of shares outstanding (21.1M sh)
29
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 | Envestnet Portfolio Solutions, Inc. | 4.9M | $516.1M | 2.5% | 15.4% | -22.1% |
| 2 | FIRST CITIZENS BANK & TRUST CO | 4.5M | $474.7M | 7.1% | 14.1% | -23.9% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.8M | $191.0M | 0.0% | 5.7% | -32.1% |
| 4 | AE Wealth Management LLC | 1.2M | $123.7M | 0.6% | 3.7% | +6.6% |
| 5 | Lido Advisors, LLC | 911,734 | $95.9M | 0.3% | 2.9% | -5.7% |
| 6 | Clark Capital Management Group, Inc. | 565,031 | $59.4M | 0.3% | 1.8% | -16.1% |
| 7 | Richard P Slaughter Associates Inc | 513,314 | $54.0M | 10.6% | 1.6% | +5.1% |
| 8 | LPL Financial LLC | 483,315 | $50.8M | 0.0% | 1.5% | -16.5% |
| 9 | AMERIPRISE FINANCIAL INC | 414,030 | $44.4M | 0.0% | 1.3% | +7.9% |
| 10 | UBS Group AG | 376,112 | $39.6M | 0.0% | 1.2% | +6.5% |
| 11 | Kingdom Financial Group LLC. | 324,849 | $34.2M | 8.7% | 1% | +11.4% |
| 12 | Sterling Capital Management LLC | 316,217 | $33.3M | 0.6% | 1% | +33.7% |
| 13 | JPMORGAN CHASE & CO | 287,855 | $30.3M | 0.0% | 0.9% | +0.4% |
| 14 | BANK OF AMERICA CORP /DE/ | 266,777 | $28.1M | 0.0% | 0.8% | +10.2% |
| 15 | Orion Porfolio Solutions, LLC | 217,189 | $22.8M | 0.2% | 0.7% | -23.1% |
| 16 | Waverly Advisors, LLC | 216,815 | $22.8M | 0.1% | 0.7% | +3.2% |
| 17 | Cetera Investment Advisers | 207,128 | $21.8M | 0.0% | 0.6% | -13.4% |
| 18 | MORGAN STANLEY | 200,112 | $21.0M | 0.0% | 0.6% | +2.4% |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 181,611 | $19.1M | 0.2% | 0.6% | -0.5% |
| 20 | Cambridge Investment Research Advisors, Inc. | 177,720 | $18,690 | 0.0% | 0.6% | +105.7% |
| 21 | RAYMOND JAMES FINANCIAL INC | 176,522 | $18.6M | 0.0% | 0.6% | -11.4% |
| 22 | NewEdge Advisors, LLCNEW | 174,263 | $18.3M | 0.1% | 0.5% | new |
| 23 | Sanctuary Advisors, LLC | 164,385 | $17.3M | 0.0% | 0.5% | +0.3% |
| 24 | Arkadios Wealth Advisors | 148,157 | $15.6M | 0.2% | 0.5% | +1.3% |
| 25 | TRUIST FINANCIAL CORP | 142,144 | $14.9M | 0.0% | 0.4% | -3.3% |
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.