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IWX · iShares Russell Top 200 Value ETF ETF

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$112.90 -0.89 (-0.78%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $340,402
Total Shares: 3,237

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
78.5%
Sep 2023 → Jun 2026 · range 24.1% – 78.5%
+52.8 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 65.8% – 100.0%
+34.2 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 74.0% – 100.0%
+26.0 pts
HHI
6,542
Sep 2023 → Jun 2026 · range 1,211 – 6,542
Highly concentrated+5,331

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
249
Unchanged
2
Holder count: -249
Institutional value: -100.0%
Shares held: -100.0%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
BROWN, LISLE/CUMMINGS, INC. −78 65

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 10,240,821 $949,016,882
Envestnet Portfolio Solutions, Inc. 6,295,603 $583,413,530
FIRST CITIZENS BANK & TRUST CO 5,928,034 $549,350,910
ENVESTNET ASSET MANAGEMENT INC 2,673,783 $247,779,470
AE Wealth Management LLC 1,103,108 $102,225,012
Filter: New 0 Increased 0 Reduced 1 Sold out 249 Unchanged 2
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ANCHOR CAPITAL ADVISORS LLC IWX $267,106 78.47% 2,540
Parkside Financial Bank & Trust IWX $66,461 19.52% 632
BROWN, LISLE/CUMMINGS, INC. IWX $6,835 2.01% 65