Security record · archived quarter
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
47Tracked holders
-1Δ holders
3.46MShares held
$589.82MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.1% ·
share flow -3.9% ·
net new positions -2.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -4 | 3.53M | $652.91M | +1 | −5 |
| Q1 2026 | 49 | +2 | 3.72M | $596.62M | +6 | −4 |
| Q4 2025 | 47 | -1 | 3.46M | $589.82M | — | −1 |
| Q3 2025 | 7 | 0 | 1.10M | $182.84M | +1 | −1 |
| Q2 2025 | 4 | +2 | 71.49K | $10.95M | +3 | −1 |
| Q1 2025 | 1 | -2 | 3.50K | $480,935 | — | −2 |
| Q4 2024 | 3 | +1 | 67.73K | $9.80M | +1 | — |
| Q3 2024 | 2 | -1 | 20.75K | $2.91M | — | −1 |
| Q2 2024 | 3 | — | 53.13K | $7.12M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 684.45K | — | $116.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 684.45K | — | $116.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 684.45K | — | $116.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lido Advisors, LLC | 382.37K | — | $65.21M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 366.92K | — | $62.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 366.92K | — | $62.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 283.57K | — | $48.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 133.40K | — | $22.76M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 133.40K | — | $22.76M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 133.40K | — | $22.76M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 133.40K | — | $22.76M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 99.55K | — | $16.99M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 69.06K | — | $11.78M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 68.40K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 68.40K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 58.44K | — | $9.97M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 58.44K | — | $9.97M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 55.67K | -9.3% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 52.13K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 52.13K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Voya Investment Management Llc | 41.63K | — | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cetera Investment Advisers | 35.27K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 22.94K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 22.94K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 22.94K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 20.17K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wealthfront Advisers LLC | 19.14K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mariner, LLC | 18.35K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 18.35K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mariner, LLC | 18.35K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 17.89K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Creative Planning | 17.89K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 15.12K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 13.21K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 13.00K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 12.77K | -1.5% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 12.77K | -1.5% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 12.17K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 11.69K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Stifel Financial Corp | 11.57K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Envestnet Asset Management Inc | 10.99K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 7.19K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Focus Partners Wealth | 7.12K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Corient Private Wealth LP | 6.00K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Corient Private Wealth LP | 6.00K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Citadel Advisors ✦ | 5.88K | +167.0% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Northern Trust Corp | 4.19K | — | $714,428 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Northern Trust Corp | 4.19K | — | $714,428 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Captrust Financial Advisors | 3.16K | — | $538,575 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 3.05K | — | $521,055 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 3.05K | — | $521,055 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 1.00K | — | $170,630 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 912 | — | $155,615 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Jones Financial Companies Lllp | 776 | — | $132,409 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Citigroup Inc | 718 | — | $122,512 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Franklin Resources Inc | 680 | — | $116,028 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Assetmark, Inc | 654 | — | $111,592 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | BlackRock ✦ (passive) | 397 | 0.0% | $67,696 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 292 | — | $49,824 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Blair William & Co/Il | 140 | — | $23,888 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 127 | — | $21,754 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 69 | — | $11,767 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 43 | — | $7,337 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $2.64M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 223 holders, 8.40M shares, $1.31B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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