Security record · archived quarter
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
49Tracked holders
+2Δ holders
3.72MShares held
$596.62MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +7.7% ·
net new positions +4.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 633.51K | -7.4% | $101.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 377.76K | +33.2% | $60.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 371.41K | -2.9% | $59.60M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 353.51K | -3.6% | $56.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | Royal Bank Of Canada | 155.76K | +16.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 127.04K | +27.6% | $20.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 89.77K | +72.2% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 70.73K | +3.4% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 68.40K | -1.0% | $10.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 64.00K | New | $10.27M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 59.03K | +1.0% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Creative Planning | 54.62K | +205.3% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 52.20K | +787.2% | $8.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 48.72K | +316.8% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 36.38K | +3.2% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Voya Investment Management Llc | 32.46K | -22.0% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 29.80K | +29.9% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 28.36K | -49.1% | $4.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 22.17K | +15.8% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 19.83K | -1.7% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 18.17K | -1.0% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Cwm, Llc | 16.85K | +134.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 15.17K | +0.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 13.91K | +26.6% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 13.48K | +5.6% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 12.59K | -4.7% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 11.38K | -1.7% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 10.14K | -16.7% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 8.04K | +13.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 4.45K | +1019.9% | $713,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 4.02K | -4.0% | $644,964 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Bank of New York Mellon Corp | 3.20K | +4.8% | $513,743 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Corient Private Wealth LP | 2.63K | -56.2% | $421,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 2.14K | -32.1% | $344,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Marshall Wace ✦ | 2.01K | New | $321,923 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Hrt Financial Lp | 1.51K | New | $242,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.15K | New | $184,551 | 0.0% | New | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 711 | -8.4% | $111,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 644 | -1.5% | $103,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 611 | -33.0% | $98,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 313 | +353.6% | $50,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 292 | 0.0% | $46,860 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 150 | New | $24,072 | 0.0% | New | 1 | SEC ↗ |
| 46 | Blair William & Co/Il | 140 | 0.0% | $22,467 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 128 | +0.8% | $20,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 78 | New | $12,517 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 5 | -88.4% | $802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $10.27M | 0.0% |
| Marshall Wace | $321,923 | 0.0% |
| Hrt Financial Lp | $242,000 | 0.0% |
| Fifth Third Bancorp | $184,551 | 0.0% |
| Pnc Financial Services Group… | $24,072 | 0.0% |
| UBS AM, a distinct business… | $12,517 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $2.22M | was 0.0% |
| Rockefeller Capital… | $170,630 | was 0.0% |
| Citigroup Inc | $122,512 | was 0.0% |
| Franklin Resources Inc | $116,028 | 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: Q1 2026 ·
Methodology ·
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