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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.76K | $1.50M | n/a | −1 |
| Q2 2026 | 43 | -4 | 3.46M | $640.52M | +1 | −6 |
| Q1 2026 | 49 | +2 | 3.72M | $596.62M | +6 | −4 |
| Q4 2025 | 47 | -1 | 3.46M | $589.82M | n/a | −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 | n/a | −2 |
| Q4 2024 | 3 | +1 | 67.73K | $9.80M | +1 | n/a |
| Q3 2024 | 2 | -1 | 20.75K | $2.91M | n/a | −1 |
| Q2 2024 | 3 | n/a | 53.13K | $7.12M | n/a | n/a |
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 ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 684.45K | n/a | $116.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Lido Advisors, LLC | 382.37K | n/a | $65.21M | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 366.92K | n/a | $62.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 283.57K | n/a | $48.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Royal Bank Of Canada | 133.40K | n/a | $22.76M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 99.55K | n/a | $16.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 69.06K | n/a | $11.78M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 68.40K | n/a | $11.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 58.44K | n/a | $9.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 55.67K | -9.3% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 52.13K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Voya Investment Management Llc | 41.63K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 35.27K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 22.94K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Northwestern Mutual Wealth… | 20.17K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 19.14K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 18.35K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 17.89K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 15.12K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 13.21K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 13.00K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 12.77K | -1.5% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 12.17K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 11.69K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 11.57K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 10.99K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 7.19K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 7.12K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 6.00K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Citadel Advisors ✦ | 5.88K | +167.0% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 4.19K | n/a | $714,428 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Captrust Financial Advisors | 3.16K | n/a | $538,575 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 3.05K | n/a | $521,055 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Rockefeller Capital Management L.P. | 1.00K | n/a | $170,630 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 912 | n/a | $155,615 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 776 | n/a | $132,409 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 718 | n/a | $122,512 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 680 | n/a | $116,028 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 654 | n/a | $111,592 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 397 | 0.0% | $67,696 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 292 | n/a | $49,824 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Blair William & Co/Il | 140 | n/a | $23,888 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 127 | n/a | $21,754 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 69 | n/a | $11,767 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 43 | n/a | $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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