Security record
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
51Tracked holders
+2Δ holders
6.19MShares held
$652.25MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.1% ·
share flow -15.5% ·
net new positions +3.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +2 | 6.19M | $652.25M | +4 | −2 |
| Q1 2026 | 50 | 0 | 7.35M | $680.15M | +1 | −1 |
| Q4 2025 | 49 | -1 | 7.89M | $724.23M | — | −1 |
| Q3 2025 | 8 | -2 | 794.97K | $69.86M | — | −2 |
| Q2 2025 | 7 | +4 | 81.47K | $6.86M | +4 | — |
| Q1 2025 | 1 | -1 | 3.77K | $309,654 | — | −1 |
| Q4 2024 | 2 | -1 | 36.43K | $2.88M | — | −1 |
| Q3 2024 | 3 | -1 | 26.71K | $2.17M | — | −1 |
| Q2 2024 | 4 | — | 29.23K | $2.19M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.82M | -32.1% | $190.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 911.73K | -5.7% | $95.88M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 483.31K | -16.5% | $50.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 414.03K | +7.9% | $44.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 414.03K | +7.9% | $44.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 376.11K | +6.5% | $39.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 376.11K | +6.5% | $39.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 266.78K | +10.2% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 266.78K | +10.2% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 266.78K | +10.2% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 207.13K | -13.4% | $21.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 200.11K | +2.4% | $21.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 200.11K | +2.4% | $21.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Raymond James Financial Inc | 176.52K | -11.4% | $18.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 176.52K | -11.4% | $18.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 176.52K | -11.4% | $18.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 142.14K | -3.3% | $14.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 142.14K | -3.3% | $14.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 135.54K | +0.1% | $14.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 135.54K | +0.1% | $14.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 105.80K | -11.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 105.80K | -11.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 105.80K | -11.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 84.98K | -15.6% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 84.98K | -15.6% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 62.09K | +48.8% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 62.09K | +48.8% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 51.67K | -5.0% | $5.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 49.06K | -54.5% | $5.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 48.58K | -8.4% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 39.50K | New | $4.15M | 0.0% | New | 1 | SEC ↗ |
| 37 | Voya Investment Management Llc | 36.15K | +6.5% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 29.00K | +11.8% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 24.84K | +12.4% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citigroup Inc | 22.51K | +195.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 19.82K | +0.8% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 17.44K | -5.3% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 16.79K | +7.5% | $1.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 16.54K | -89.4% | $1.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Hrt Financial Lp | 15.50K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 12.67K | -4.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 12.67K | -4.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 12.34K | 0.0% | $1.30M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 10.26K | -25.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 10.26K | -25.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Stifel Financial Corp | 10.26K | -25.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Captrust Financial Advisors | 9.78K | +29.6% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 9.76K | New | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 54 | Marshall Wace ✦ | 9.23K | New | $970,311 | 0.0% | New | 1 | SEC ↗ |
| 55 | Marshall Wace ✦ | 9.23K | New | $970,311 | 0.0% | New | 1 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 9.04K | -71.5% | $951,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 8.90K | -2.2% | $935,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 7.18K | -2.0% | $754,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Franklin Resources Inc | 6.09K | 0.0% | $640,950 | 0.0% | Held | 3 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 5.18K | -16.6% | $544,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $499,930 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $499,930 | 0.0% | Held | 3 | SEC ↗ |
| 63 | BlackRock ✦ (passive) | 4.21K | 0.0% | $443,144 | 0.0% | Held | 5 | SEC ↗ |
| 64 | Blair William & Co/Il | 3.81K | 0.0% | $400,449 | 0.0% | Held | 3 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 3.77K | 0.0% | $396,243 | 0.0% | Held | 9 | SEC ↗ |
| 66 | Creative Planning | 3.55K | +42.7% | $373,033 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Focus Partners Wealth | 3.51K | +26.1% | $369,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | 1832 Asset Management L.P. | 3.04K | 0.0% | $320,212 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 2.64K | 0.0% | $277,776 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Financial Engines Advisors L.L.C. | 2.63K | -4.0% | $277,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 1.75K | +192.0% | $183,925 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Us Bancorp \De\ | 1.62K | -23.8% | $170,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Us Bancorp \De\ | 1.62K | -23.8% | $170,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Assetmark, Inc | 539 | +143.9% | $56,681 | 0.0% | ▲ Add | 3 | 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 | $4.15M | 0.0% |
| Hrt Financial Lp | $1.63M | 0.0% |
| D. E. Shaw & Co. | $1.03M | 0.0% |
| Marshall Wace | $970,311 | 0.0% |
| Marshall Wace | $970,311 | 0.0% |
Exited
| Jane Street Group, Llc | $625,059 | was 0.0% |
| Citadel Advisors | $425,448 | 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: Q2 2026 ·
Methodology ·
Get this via the API