Security record · archived quarter
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
49Tracked holders
-1Δ holders
7.89MShares held
$724.23MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.0% ·
share flow -0.9% ·
net new positions -2.0%
· 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 | 50 | +2 | 6.14M | $646.82M | +4 | −3 |
| Q1 2026 | 50 | 0 | 7.35M | $680.15M | +1 | −1 |
| Q4 2025 | 49 | -1 | 7.89M | $724.23M | n/a | −1 |
| Q3 2025 | 8 | -2 | 794.97K | $69.86M | n/a | −2 |
| Q2 2025 | 7 | +4 | 81.47K | $6.86M | +4 | n/a |
| Q1 2025 | 1 | -1 | 3.77K | $309,654 | n/a | −1 |
| Q4 2024 | 2 | -1 | 36.43K | $2.88M | n/a | −1 |
| Q3 2024 | 3 | -1 | 26.71K | $2.17M | n/a | −1 |
| Q2 2024 | 4 | n/a | 29.23K | $2.19M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.08M | n/a | $283.28M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 973.67K | n/a | $89.33M | 0.4% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 640.84K | n/a | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 434.57K | n/a | $39.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 341.12K | n/a | $31.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 263.02K | n/a | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 261.28K | -49.9% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 252.20K | +36.3% | $23.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 237.41K | n/a | $21.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 179.79K | n/a | $16.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 164.47K | +425.9% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 136.00K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Wells Fargo & Company/Mn | 132.66K | n/a | $12.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 132.44K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 113.90K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 110.13K | n/a | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 58.07K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 50.24K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 50.18K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Voya Investment Management Llc | 37.34K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 25.85K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 20.08K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Brown Advisory Inc | 18.41K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 16.96K | +21.8% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cwm, Llc | 15.39K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 14.87K | +6.7% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 13.71K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 13.42K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 10.92K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Susquehanna International Group, Llp | 7.96K | n/a | $730,838 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 7.89K | n/a | $725,235 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 7.50K | n/a | $689,042 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 7.46K | n/a | $684,875 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 6.66K | n/a | $612,155 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 6.01K | n/a | $551,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 5.86K | +55.6% | $538,483 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 4.75K | n/a | $436,702 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | BlackRock ✦ (passive) | 4.21K | 0.0% | $387,098 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 3.54K | n/a | $325,460 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 3.10K | n/a | $284,901 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 3.08K | n/a | $282,743 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | 1832 Asset Management L.P. | 3.04K | n/a | $279,714 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Creative Planning | 2.84K | n/a | $260,600 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Focus Partners Wealth | 2.79K | n/a | $255,831 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Financial Engines Advisors L.L.C. | 2.74K | n/a | $252,064 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Citigroup Inc | 1.32K | n/a | $121,255 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 1.18K | n/a | $108,579 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 492 | n/a | $45,195 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 87 | n/a | $7,992 | 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 | $1.85M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 252 holders, 39.59M shares, $3.66B 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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