IWX

iShares Russell Top 200 Value ETF
$94.16+0.76 (+0.81%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.234415063323016e+289B

Total Value

$1.1330005810005478e+241T

% of Float

Price History

$73.26$79.36$85.45$91.55$97.64Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TIAA TRUST, NATIONAL ASSOCIATION12,344,150$1.1B2.72%Share
2Envestnet Portfolio Solutions, Inc.6,332,301$581.0M2.04%Share
3FIRST CITIZENS BANK & TRUST CO5,971,165$548.0M11.44%Share
4Align Financial, LLC428,343$428.3M0.25%Share
5ENVESTNET ASSET MANAGEMENT INC3,083,814$283.0M0.08%Share
6AE Wealth Management LLC1,071,037$98.4M0.56%Share
7Lido Advisors, LLC973,669$89.0M0.27%Share
8Clark Capital Management Group, Inc.722,045$66.0M0.41%Share
9LPL Financial LLC640,842$58.0M0.02%Share
10SVB WEALTH LLC508,406$46.7M2.75%Share
11Anchor Investment Management, LLC500$45.9M0.00%Share
12Wilmington Savings Fund Society, FSB490,031$45.0M1.06%Share
13First Citizens Asset Management, Inc.487,483$44.8M15.66%Share
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO208,771$42.9M0.03%Share
15FIRST CITIZENS INVESTOR SERVICES, INC.442,953$40.7M15.52%Share
16AMERIPRISE FINANCIAL INC433,544$39.0M0.01%Share
17Richard P Slaughter Associates Inc411,476$37.8M7.92%Share
18Orion Porfolio Solutions, LLC361,960$33.0M0.24%Share
19UBS Group AG341,122$31.3M0.01%Share
20JSF Financial, LLC274,344$25.2M5.22%Share
21Kingdom Financial Group LLC.273,745$25.1M7.77%Share
22Cetera Investment Advisers263,019$24.0M0.03%Share
23Bryn Mawr Trust Advisors, LLC257,834$23.7M1.14%Share
24MORGAN STANLEY251,767$23.0M0.00%Share
25Compton Wealth Advisory Group, LLC250,061$23.0M5.02%Share
26RTD Financial Advisors, Inc.242,363$22.3M2.72%Share
27PRINCIPAL SECURITIES, INC.220,752$20.0M0.31%Share
28Waverly Advisors, LLC205,791$18.0M0.15%Share
29LifeWealth Investments, LLC193,770$17.8M5.64%Share
30HOWARD BAILEY SECURITIES, LLC191,245$17.6M6.92%Share
31NewEdge Advisors, LLC187,453$17.0M0.06%Share
32Sterling Capital Management LLC194,236$17.0M0.28%Share
33KESTRA PRIVATE WEALTH SERVICES, LLC181,839$16.7M0.21%Share
34GOLDMAN SACHS GROUP INC164,473$15.0M0.00%Share
35TRUIST FINANCIAL CORP160,235$14.7M0.02%Share
36Sanctuary Advisors, LLC148,901$13.7M0.07%Share
37Sanctuary Advisors, LLC157,228$13.2M0.08%Share
38BANK OF AMERICA CORP /DE/149,318$13.0M0.00%Share
39Arkadios Wealth Advisors141,833$13.0M0.25%Share
40Sanctuary Advisors, LLC149,382$12.3M0.08%Share
41Sanctuary Advisors, LLC149,382$12.3M0.09%Share
42Horst & Graben Wealth Management LLC132,912$12.2M1.84%Share
43MML INVESTORS SERVICES, LLC132,439$12.0M0.03%Share
44JPMORGAN CHASE & CO136,732$12.0M0.00%Share
45ROYAL BANK OF CANADA110,130$10.0M0.00%Share
46Simplicity Wealth,LLC98,409$9.0M0.54%Share
47OSAIC HOLDINGS, INC.107,970$9.0M0.01%Share
48BANK OF AMERICA CORP /DE/87,984$8.0M0.00%Share
49RAYMOND JAMES FINANCIAL INC88,535$8.0M0.00%Share
50One Capital Management, LLC79,573$7.3M0.22%Share