Security record · archived quarter
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
50Tracked holders
0Δ holders
7.35MShares held
$680.15MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.0% · net new positions 0.0% · formula
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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.67M | -13.3% | $247.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 966.58K | -0.7% | $89.57M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 579.11K | -9.6% | $53.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 383.85K | -11.7% | $35.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 353.10K | +3.5% | $32.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 286.69K | +9.7% | $26.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Bank Of America Corp /De/ | 242.09K | +2.0% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 239.31K | -9.0% | $22.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 199.29K | +46.5% | $18.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 195.34K | -22.6% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 155.58K | -5.4% | $14.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 146.94K | -18.3% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 135.34K | +2.0% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 119.48K | +8.5% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 107.73K | -18.7% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 100.73K | -11.6% | $9.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 54.43K | +8.3% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 53.01K | -8.7% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 41.73K | -16.8% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Voya Investment Management Llc | 33.93K | -9.1% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 31.72K | +298.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 25.95K | +0.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 22.10K | +64.7% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 19.67K | -2.0% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Brown Advisory Inc | 18.41K | 0.0% | $1.71M | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 16.03K | +4.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 15.62K | +5.0% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Stifel Financial Corp | 13.76K | +26.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | CIBC Bancorp USA Inc. | 13.25K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 12.34K | -10.0% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 9.10K | +36.6% | $843,575 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citigroup Inc | 7.61K | +476.2% | $704,848 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 7.55K | +0.6% | $699,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 7.32K | -1.8% | $678,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 6.75K | New | $625,059 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 6.21K | +425.6% | $575,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Franklin Resources Inc | 6.09K | -22.8% | $564,824 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $440,553 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 39 | Citadel Advisors ✦ | 4.59K | -72.9% | $425,448 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 4.21K | 0.0% | $390,511 | 0.0% | Held | 4 | SEC ↗ |
| 41 | Blair William & Co/Il | 3.81K | +7.5% | $352,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 3.77K | -35.7% | $349,181 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 43 | 1832 Asset Management L.P. | 3.04K | 0.0% | $282,180 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 2.79K | 0.0% | $258,087 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Financial Engines Advisors L.L.C. | 2.74K | 0.0% | $254,286 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 2.64K | -14.8% | $244,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Creative Planning | 2.48K | -12.4% | $230,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 2.13K | -30.9% | $197,016 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 599 | +21.8% | $55,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 221 | +154.0% | $20,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $625,059 | 0.0% |
Exited
| Hrt Financial Lp | $551,000 | 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: Q1 2026 ·
Methodology ·
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