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Ishares Russell Top 200 ETF (IWL)

CUSIP: 464289446 | NYSE | 459 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tompkins Financial Corp496,790
6.7% of portfolio›$94.5M
Lido Advisors, LLC448,511
0.2% of portfolio›$85.3M
McKinley Carter Wealth Services, Inc.251,267
2.4% of portfolio›$47.8M
Prescott Group Capital Management, L.L.C.248,501
4.3% of portfolio›$47.3M
Richmond Investment Services, LLC222,923
13.4% of portfolio›$42.4M
Heck Capital Advisors, LLC204,169
2.1% of portfolio›$38.8M
Searcy Financial Services Inc175,133
11.9% of portfolio›$33.3M
Cambridge Investment Research Advisors, Inc.124,424
0.0% of portfolio›$23.7K
Manchester Financial Inc123,333
4.2% of portfolio›$23.5M
Commonwealth Equity Services, LLC87,474
0.0% of portfolio›$16.6M
Woodard & Co Asset Management Group Inc74,187
2.1% of portfolio›$14.1M
Arcadia Investment Advisors LLC73,396
5.8% of portfolio›$14.0M
Annex Advisory Services, LLC65,720
0.2% of portfolio›$12.5M
First Citizens Bank & Trust Co56,040
0.2% of portfolio›$10.7M
Creative Planning50,461
0.0% of portfolio›$9.6M
Nicollet Investment Management, Inc.40,486
0.0% of portfolio›$7.7K
ShoreHaven Wealth Partners, LLC39,161
2.3% of portfolio›$7.4M
Winter & Associates, Inc.36,862
5.1% of portfolio›$7.0M
Holos Integrated Wealth LLC35,048
3.0% of portfolio›$6.7M
Kestra Advisory Services, LLC35,023
0.0% of portfolio›$6.7M
Strategic Equity Management32,343
5.3% of portfolio›$6.2M
Grant Street Asset Management, Inc.21,736
0.7% of portfolio›$4.1M
Creative Financial Designs Inc19,337
0.2% of portfolio›$3.7M
Moneywise, Inc.18,032
3.3% of portfolio›$3.4M
Mason & Associates, LLC17,733
0.7% of portfolio›$3.4M
Noble Family Wealth, LLC15,845
0.5% of portfolio›$3.0M
Blue Trust, Inc.15,044
0.0% of portfolio›$2.9M
Family Capital Management, Inc.13,834
1.0% of portfolio›$2.6M
Boyd Wealth Management, LLC13,466
0.9% of portfolio›$2.6M
Compton Wealth Advisory Group, LLC12,652
0.5% of portfolio›$2.4M
Granite Islands Private Wealth, LLC12,376
1.4% of portfolio›$2.4M
Vise Technologies, Inc.10,982
0.0% of portfolio›$2.1M
Legacy Advisory Services, LLC10,627
1.5% of portfolio›$2.0M
Bison Wealth, LLC9,751
0.2% of portfolio›$1.9M
Flagship Harbor Advisors, LLC9,013
0.1% of portfolio›$1.7M
Breakwater Capital Group8,891
0.2% of portfolio›$1.7M
Stone Wealth Partners8,236
0.5% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC7,759
0.0% of portfolio›$1.5M
Avior Wealth Management, LLC7,690
0.0% of portfolio›$1.5M
Procyon Advisors, LLC6,539
0.1% of portfolio›$1.2M
Patten & Patten Inc6,017
0.1% of portfolio›$1.1M
Fifth Third Securities, Inc.5,941
0.1% of portfolio›$1.1M
Cahaba Wealth Management, Inc.5,271
0.1% of portfolio›$1.0M
Concurrent Investment Advisors, LLC4,799
0.0% of portfolio›$912.6K
NWF Advisory Services Inc.4,748
0.1% of portfolio›$902.9K
Asset Allocation Strategies LLC4,584
0.1% of portfolio›$871.7K
Assetmark, Inc4,265
0.0% of portfolio›$811.0K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,945
0.0% of portfolio›$750.2K
IFP Advisors, Inc3,664
0.0% of portfolio›$696.7K
Farther Finance Advisors, LLC3,461
0.0% of portfolio›$658.2K
Investors Research Corp3,242
0.1% of portfolio›$616.5K
McAdam, LLC3,107
0.0% of portfolio›$590.8K
Davenport & Co LLC3,027
0.0% of portfolio›$575.7K
Stronghold Wealth Management L.L.C.2,973
0.8% of portfolio›$565.3K
PKS Advisory Services, LLC2,826
0.1% of portfolio›$523.0K
Andina Capital Management, LLC2,806
0.8% of portfolio›$533.6K
Nfsg Corp2,778
0.1% of portfolio›$528.3K
Kestra Private Wealth Services, LLC2,586
0.0% of portfolio›$491.8K
Michels Family Financial, LLC2,285
0.3% of portfolio›$434.5K
Claro Advisors Inc.2,263
0.0% of portfolio›$430.3K
Kendall Capital Management2,180
0.1% of portfolio›$414.5K
Secure Asset Management, LLC2,069
0.1% of portfolio›$393.4K
Capital Investment Advisory Services, LLC2,000
0.0% of portfolio›$380.3K
Gilliland Jeter Wealth Management LLC1,986
0.1% of portfolio›$377.7K
Tenet Wealth Partners, LLC1,980
0.3% of portfolio›$376.5K
Ascent Group, LLC1,923
0.0% of portfolio›$365.7K
Arbor Wealth Management Llc\az1,922
0.3% of portfolio›$365.4K
Clear Creek Financial Management, LLC1,825
0.0% of portfolio›$347.0K
Cornerstone Wealth Management, LLC1,805
0.0% of portfolio›$343.2K
StoneX Group Inc.1,642
0.0% of portfolio›$306.7K
GenWealth Group, Inc.1,619
0.0% of portfolio›$307.9K
TSA Wealth Managment LLC1,603
0.1% of portfolio›$304.8K
Yanni & Associates Investment Advisors, LLC1,565
0.3% of portfolio›$297.6K
Kelly Financial Services LLC1,540
0.1% of portfolio›$292.9K
Redstone Wealth Management, LLC1,513
0.2% of portfolio›$287.7K
Spirit of America Management Corp1,418
0.1% of portfolio›$275.1K
Toth Financial Advisory Corp1,390
0.0% of portfolio›$264.3K
Orin Green Financial, LLC1,388
0.1% of portfolio›$263.9K
Vann Equity Management LLC1,369
0.2% of portfolio›$260.3K
Alpine Bank Wealth Management1,250
0.0% of portfolio›$237.7K
Iowa State Bank1,222
0.0% of portfolio›$232.4K
Juncture Wealth Strategies, LLC1,177
0.1% of portfolio›$223.8K
PDS Planning, Inc1,158
0.0% of portfolio›$220.2K
United Advisor Group, LLC1,132
0.0% of portfolio›$215.3K
CFS Investment Advisory Services, LLC1,129
0.0% of portfolio›$219.5K
Smith Salley Wealth Management1,123
0.0% of portfolio›$213.6K
LVW Advisors, LLC1,122
0.0% of portfolio›$213.4K
Victory Financial Group, LLC1,073
0.0% of portfolio›$204.0K
Strategic Blueprint, LLC1,062
0.0% of portfolio›$202.0K
Choreo, LLC1,057
0.0% of portfolio›$200.9K
MassMutual Private Wealth & Trust, FSB767
0.0% of portfolio›$145.9K
Comprehensive Financial Planning, Inc.687
0.1% of portfolio›$130.8K
Pinnacle Bancorp, Inc.527
0.0% of portfolio›$100.2K
Private Trust Co NA480
0.0% of portfolio›$91.3K
First Pacific Financial478
0.0% of portfolio›$90.9K
Buck Wealth Strategies, LLC372
0.0% of portfolio›$70.7K
Parallel Advisors, LLC300
0.0% of portfolio›$57.1K
Blue Bell Private Wealth Management, LLC240
0.0% of portfolio›$45.7K
Trust Co203
0.0% of portfolio›$38.6K
StrongBox Wealth, LLC173
0.0% of portfolio›$32.9K
Gamma Investing LLC150
0.0% of portfolio›$28.5K
Costello Asset Management, Inc131
0.0% of portfolio›$24.8K
Bokf, NA108
0.0% of portfolio›$20.5K
Polaris Financial Partners100
0.0% of portfolio›$30
Ashton Thomas Private Wealth, LLC100
0.0% of portfolio›$19.0K
Trust Co of Vermont100
0.0% of portfolio›$19.0K
Glass Jacobson Investment Advisors llc69
0.0% of portfolio›$13.1K
EverSource Wealth Advisors, LLC56
0.0% of portfolio›$10.6K
Mather Group, Llc.55
0.0% of portfolio›$10.5K
Financial Management Professionals, Inc.51
0.0% of portfolio›$9.7K
Elevated Capital Advisors, LLC46
0.0% of portfolio›$8.7K
MidAtlantic Capital Management, Inc.31
0.0% of portfolio›$5.9K
Wilmington Savings Fund Society, FSB23
0.0% of portfolio›$4.4K
JFS Wealth Advisors, LLC16
0.0% of portfolio›$3.0K
Signaturefd, LLC14
0.0% of portfolio›$2.7K
Lloyd Advisory Services, Llc.1
0.0% of portfolio›$206
StyleTurnoverLocationFiled
Tompkins Financial Corp
496,790$94.5M6.7%CoreLowIthaca, NY2026-10-05
Lido Advisors, LLC
448,511$85.3M0.2%GrowthLowLos Angeles, CA2026-11-04
McKinley Carter Wealth Services, Inc.
251,267$47.8M2.4%ETFMediumWheeling, WV2026-10-16
Prescott Group Capital Management, L.L.C.
248,501$47.3M4.3%Deep ValueMediumTulsa, OK2026-10-30
Richmond Investment Services, LLC
222,923$42.4M13.4%ETFLowMequon, WI2026-10-29
Heck Capital Advisors, LLC
204,169$38.8M2.1%ETFMediumRhinelander, WI2026-10-14
Searcy Financial Services Inc
175,133$33.3M11.9%ETFLowOverland Park, KS2026-10-07
Cambridge Investment Research Advisors, Inc.
124,424$23.7K0.0%ETFLowFairfield, IA2026-11-02
Manchester Financial Inc
123,333$23.5M4.2%ETFMediumWestlake Village, CA2026-10-15
Commonwealth Equity Services, LLC
87,474$16.6M0.0%ETFLowWaltham, MA2026-11-02
Woodard & Co Asset Management Group Inc
74,187$14.1M2.1%ETFMediumBermuda Run, NC2026-11-03
Arcadia Investment Advisors LLC
73,396$14.0M5.8%ETFLowEagle, ID2026-10-13
Annex Advisory Services, LLC
65,720$12.5M0.2%GrowthHighBrookfield, WI2026-10-16
First Citizens Bank & Trust Co
56,040$10.7M0.2%CoreMediumRaleigh, NC2026-10-14
Creative Planning
50,461$9.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Nicollet Investment Management, Inc.
40,486$7.7K0.0%CoreVery LowMinneapolis, MN2026-10-14
ShoreHaven Wealth Partners, LLC
39,161$7.4M2.3%ETFMediumRed Bank, NJ2026-10-16
Winter & Associates, Inc.
36,862$7.0M5.1%ETFMediumSt. Paul, MN2026-10-23
Holos Integrated Wealth LLC
35,048$6.7M3.0%ETFLowKennett Square, PA2026-10-23
Kestra Advisory Services, LLC
35,023$6.7M0.0%CoreLowAustin, TX2026-11-02
Strategic Equity Management
32,343$6.2M5.3%ETFHighTucson, AZ2026-11-04
Grant Street Asset Management, Inc.
21,736$4.1M0.7%ETFVery LowCanonsburg, PA2026-10-26
Creative Financial Designs Inc
19,337$3.7M0.2%ETFMediumKokomo, IN2026-11-04
Moneywise, Inc.
18,032$3.4M3.3%ETFMediumForest, VA2026-10-30
Mason & Associates, LLC
17,733$3.4M0.7%ETFVery LowNewport News, VA2026-10-26
Noble Family Wealth, LLC
15,845$3.0M0.5%ETFVery LowClearwater, FL2026-10-26
Blue Trust, Inc.
15,044$2.9M0.0%ETFLowBrentwood, TN2026-10-15
Family Capital Management, Inc.
13,834$2.6M1.0%ETFLowGrand Rapids, MI2026-11-03
Boyd Wealth Management, LLC
13,466$2.6M0.9%ETFMediumSacramento, CA2026-10-20
Compton Wealth Advisory Group, LLC
12,652$2.4M0.5%ETFVery LowVirginia Beach, VA2026-10-13
Granite Islands Private Wealth, LLC
12,376$2.4M1.4%GrowthLowGuilford, CT2026-10-16
Vise Technologies, Inc.
10,982$2.1M0.0%IndexLowNew York, NY2026-10-29
Legacy Advisory Services, LLC
10,627$2.0M1.5%ETFMediumExton, PA2026-10-20
Bison Wealth, LLC
9,751$1.9M0.2%GrowthMediumAtlanta, GA2026-10-13
Flagship Harbor Advisors, LLC
9,013$1.7M0.1%ETFMediumBoston, MA2026-10-26
Breakwater Capital Group
8,891$1.7M0.2%ETFLowParamus, NJ2026-10-09
Stone Wealth Partners
8,236$1.6M0.5%ETFLowJefferson, LA2026-11-05
Wealth Enhancement Advisory Services, LLC
7,759$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Avior Wealth Management, LLC
7,690$1.5M0.0%ETFMediumOmaha, NE2026-10-13
Procyon Advisors, LLC
6,539$1.2M0.1%CoreVery LowShelton, CT2026-10-21
Patten & Patten Inc
6,017$1.1M0.1%CoreLowChattanooga, TN2026-10-26
Fifth Third Securities, Inc.
5,941$1.1M0.1%ETFLowCincinnati, OH2026-10-21
Cahaba Wealth Management, Inc.
5,271$1.0M0.1%ETFVery LowAtlanta, GA2026-10-26
Concurrent Investment Advisors, LLC
4,799$912.6K0.0%GrowthMediumTampa, FL2026-10-16
NWF Advisory Services Inc.
4,748$902.9K0.1%GARPLowLos Angeles, CA2026-10-19
Asset Allocation Strategies LLC
4,584$871.7K0.1%ETFMediumFarmington, MI2026-10-20
Assetmark, Inc
4,265$811.0K0.0%ETFLowConcord, CA2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
3,945$750.2K0.0%ETFMediumWestlake, OH2026-10-14
IFP Advisors, Inc
3,664$696.7K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
3,461$658.2K0.0%IndexLowSan Francisco, CA2026-10-08
Investors Research Corp
3,242$616.5K0.1%ETFLowAtlanta, GA2026-10-07
McAdam, LLC
3,107$590.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Davenport & Co LLC
3,027$575.7K0.0%CoreMediumRichmond, VA2026-10-14
Stronghold Wealth Management L.L.C.
2,973$565.3K0.8%CoreLowTampa, FL2026-10-16
PKS Advisory Services, LLC
2,826$523.0K0.1%ETFMediumAlbany, NY2026-10-26
Andina Capital Management, LLC
2,806$533.6K0.8%ETFMediumLogan, UT2026-10-21
Nfsg Corp
2,778$528.3K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Kestra Private Wealth Services, LLC
2,586$491.8K0.0%GrowthLowAustin, TX2026-10-30
Michels Family Financial, LLC
2,285$434.5K0.3%ETFLowFort Worth, TX2026-11-02
Claro Advisors Inc.
2,263$430.3K0.0%CoreLowBoston, MA2026-11-02
Kendall Capital Management
2,180$414.5K0.1%GARPLowRockville, MD2026-10-23
Secure Asset Management, LLC
2,069$393.4K0.1%GrowthMediumTroy, MI2026-10-19
Capital Investment Advisory Services, LLC
2,000$380.3K0.0%CoreMediumRaleigh, NC2026-10-30
Gilliland Jeter Wealth Management LLC
1,986$377.7K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Tenet Wealth Partners, LLC
1,980$376.5K0.3%ETFN/AChampaign, IL2026-10-19
Ascent Group, LLC
1,923$365.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Arbor Wealth Management Llc\az
1,922$365.4K0.3%ETFVery LowTempe, AZ2026-10-20
Clear Creek Financial Management, LLC
1,825$347.0K0.0%ETFMediumSilverdale, WA2026-10-28
Cornerstone Wealth Management, LLC
1,805$343.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
StoneX Group Inc.
1,642$306.7K0.0%ETFMediumNew York, NY2026-11-03
GenWealth Group, Inc.
1,619$307.9K0.0%ETFMediumMaplewood, NJ2026-10-16
TSA Wealth Managment LLC
1,603$304.8K0.1%ETFMediumHouston, TX2026-10-22
Yanni & Associates Investment Advisors, LLC
1,565$297.6K0.3%ETFVery LowWexford, PA2026-10-14
Kelly Financial Services LLC
1,540$292.9K0.1%ETFMediumBraintree, MA2026-10-20
Redstone Wealth Management, LLC
1,513$287.7K0.2%ETFMediumOklahoma City, OK2026-10-20
Spirit of America Management Corp
1,418$275.1K0.1%GARPLowSyosset, NY2026-10-14
Toth Financial Advisory Corp
1,390$264.3K0.0%CoreLowLeesburg, VA2026-10-08
Orin Green Financial, LLC
1,388$263.9K0.1%ETFVery LowSan Diego, CA2026-10-19
Vann Equity Management LLC
1,369$260.3K0.2%GrowthMediumPlano, TX2026-10-08
Alpine Bank Wealth Management
1,250$237.7K0.0%ETFHighGrand Junction, CO2026-10-16
Iowa State Bank
1,222$232.4K0.0%CoreLowUrbandale, IA2026-10-06
Juncture Wealth Strategies, LLC
1,177$223.8K0.1%ETFLowScottsdale, AZ2026-10-06
PDS Planning, Inc
1,158$220.2K0.0%IndexVery LowDublin, OH2026-11-03
United Advisor Group, LLC
1,132$215.3K0.0%ETFLowCincinnati, OH2026-11-03
CFS Investment Advisory Services, LLC
1,129$219.5K0.0%ETFMediumTotowa, NJ2026-10-19
Smith Salley Wealth Management
1,123$213.6K0.0%GrowthLowGreensboro, NC2026-11-03
LVW Advisors, LLC
1,122$213.4K0.0%CoreMediumPittsford, NY2026-10-19
Victory Financial Group, LLC
1,073$204.0K0.0%ETFLowAustin, TX2026-10-27
Strategic Blueprint, LLC
1,062$202.0K0.0%ETFLowAtlanta, GA2026-10-22
Choreo, LLC
1,057$200.9K0.0%IndexLowRockford, IL2026-10-28
MassMutual Private Wealth & Trust, FSB
767$145.9K0.0%CoreLowSpringfield, MA2026-10-05
Comprehensive Financial Planning, Inc.
687$130.8K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Pinnacle Bancorp, Inc.
527$100.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Private Trust Co NA
480$91.3K0.0%CoreLowCleveland, OH2026-10-20
First Pacific Financial
478$90.9K0.0%ETFLowVancouver, WA2026-10-14
Buck Wealth Strategies, LLC
372$70.7K0.0%ValueMediumDenver, CO2026-10-28
Parallel Advisors, LLC
300$57.1K0.0%IndexLowSan Francisco, CA2026-11-03
Blue Bell Private Wealth Management, LLC
240$45.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Trust Co
203$38.6K0.0%ETFVery LowManhattan, KS2026-10-09
StrongBox Wealth, LLC
173$32.9K0.0%GrowthLowLee'S Summit, MO2026-11-02
Gamma Investing LLC
150$28.5K0.0%IndexVery LowFoster City, CA2026-10-08
Costello Asset Management, Inc
131$24.8K0.0%CoreLowFeasterville, PA2026-10-30
Bokf, NA
108$20.5K0.0%CoreLowTulsa, OK2026-10-27
Polaris Financial Partners
100$300.0%GrowthN/AWesterville, OH2026-10-02
Ashton Thomas Private Wealth, LLC
100$19.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Trust Co of Vermont
100$19.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Glass Jacobson Investment Advisors llc
69$13.1K0.0%ETFLowOwings Mills, MD2026-10-26
EverSource Wealth Advisors, LLC
56$10.6K0.0%CoreMediumBirmingham, AL2026-11-04
Mather Group, Llc.
55$10.5K0.0%ETFMediumChicago, IL2026-10-14
Financial Management Professionals, Inc.
51$9.7K0.0%ETFMediumAustin, TX2026-10-23
Elevated Capital Advisors, LLC
46$8.7K0.0%ETFMediumSandy, UT2026-11-04
MidAtlantic Capital Management, Inc.
31$5.9K0.0%ETFVery LowRichmond, VA2026-11-05
Wilmington Savings Fund Society, FSB
23$4.4K0.0%CoreLowWilmington, DE2026-10-23
JFS Wealth Advisors, LLC
16$3.0K0.0%ETFVery LowHermitage, PA2026-11-03
Signaturefd, LLC
14$2.7K0.0%IndexLowAtlanta, GA2026-10-23
Lloyd Advisory Services, Llc.
1$2060.0%ETFVery HighSuwanee, GA2026-11-02