IWL Institutional Ownership & Shareholders
ISHARES RUSSELL TOP 200 ETF (IWL) is currently held by 232 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.60B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IWL tracked by InsiderSet, reporting ownership valued at approximately $125.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $126.63M, representing an estimated gain of +1.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IWL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Tompkins Financial Corp, Gilbert & Cook, Inc., and several other long-term asset managers with concentrated positions in ISHARES RUSSELL TOP 200 ETF (IWL).
This page ranks the largest institutional IWL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
232
Total Reported Value
$1.60B
Largest Holder
Morgan Stanley
Largest Position
$125.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 676,332 | $125,087,696 | $126,627,679 | +$1,539,983 | +1.23% | |
| Tompkins Financial Corp | 6.66% | 496,790 | $94,469,586 | $93,012,551 | -$1,457,035 | -1.54% | |
| Gilbert & Cook, Inc. | 10.82% | 508,409 | $94,030,292 | $95,187,943 | +$1,157,651 | +1.23% | |
| Bank Of America Corp | 0.01% | 500,046 | $92,483,499 | $93,622,162 | +$1,138,663 | +1.23% | |
| Commerce Bank | 0.35% | 435,916 | $80,622,664 | $81,615,289 | +$992,625 | +1.23% | |
| Lido Advisors, Llc | 0.27% | 408,608 | $75,572,488 | $76,502,491 | +$930,003 | +1.23% | |
| Ameriprise Financial Inc | 0.01% | 396,002 | $73,238,648 | $74,142,306 | +$903,658 | +1.23% | |
| Lpl Financial Llc | 0.01% | 359,781 | $66,541,588 | $67,360,753 | +$819,165 | +1.23% | |
| Mckinley Carter Wealth Services, Inc. | 2.44% | 251,267 | $47,780,902 | $47,043,992 | -$736,910 | -1.54% | |
| Prescott Group Capital Management, L.L.C. | 4.26% | 248,501 | $47,254,950 | $46,526,122 | -$728,828 | -1.54% | |
| George Kaiser Family Foundation | 4.41% | 248,501 | $45,960,260 | $46,526,122 | +$565,862 | +1.23% | |
| Richmond Investment Services, Llc | 13.43% | 222,923 | $42,390,943 | $41,737,227 | -$653,716 | -1.54% | |
| Reliant Wealth Planning | 10.94% | 215,106 | $39,783,854 | $40,273,673 | +$489,819 | +1.23% | |
| Heck Capital Advisors, Llc | 2.13% | 204,169 | $38,824,778 | $38,225,970 | -$598,808 | -1.54% | |
| Freegulliver Llc | 13.68% | 209,733 | $38,790,074 | $39,267,701 | +$477,627 | +1.23% | |
| Jpmorgan Chase & Co | 0.00% | 186,952 | $34,260,991 | $35,002,481 | +$741,490 | +2.16% | |
| Searcy Financial Services Inc | 11.91% | 175,133 | $33,303,291 | $32,789,644 | -$513,647 | -1.54% | |
| Royal Bank Of Canada | 0.00% | 138,001 | $25,524,000 | $25,837,527 | +$313,527 | +1.23% | |
| Manchester Financial Inc | 4.15% | 123,333 | $23,453,015 | $23,091,280 | -$361,735 | -1.54% | |
| Equitable Holdings, Inc. | 0.11% | 98,978 | $18,305,990 | $18,531,364 | +$225,374 | +1.23% | |
| Commonwealth Equity Services, Llc | 0.02% | 87,474 | $16,634,136 | $16,377,503 | -$256,633 | -1.54% | |
| Integrated Wealth Concepts Llc | 0.11% | 89,126 | $16,483,818 | $16,686,803 | +$202,985 | +1.23% | |
| Osaic Holdings, Inc. | 0.02% | 87,132 | $16,116,662 | $16,313,472 | +$196,810 | +1.22% | |
| First American Trust, Fsb | 0.86% | 76,906 | $14,223,777 | $14,398,887 | +$175,110 | +1.23% | |
| Ubs Group Ag | 0.00% | 75,787 | $14,016,806 | $14,189,380 | +$172,574 | +1.23% | |
| Arcadia Investment Advisors Llc | 5.80% | 73,396 | $13,956,984 | $13,741,720 | -$215,264 | -1.54% | |
| Km Capital Management Ltd. | 6.43% | 74,015 | $13,689,174 | $13,857,614 | +$168,440 | +1.23% | |
| Woodard & Co Asset Management Group Inc | 1.95% | 72,990 | $13,499,498 | $13,665,706 | +$166,208 | +1.23% | |
| Wells Fargo & Company/Mn | 0.00% | 69,193 | $12,797,254 | $12,954,805 | +$157,551 | +1.23% | |
| Annex Advisory Services, Llc | 0.20% | 65,720 | $12,497,232 | $12,304,565 | -$192,667 | -1.54% | |
| Voya Investment Management Llc | 0.01% | 67,225 | $12,433,264 | $12,586,342 | +$153,078 | +1.23% | |
| Composition Wealth, Llc | 0.13% | 60,117 | $11,118,640 | $11,255,532 | +$136,892 | +1.23% | |
| First Citizens Bank & Trust Co | 0.16% | 56,040 | $10,656,566 | $10,492,207 | -$164,359 | -1.54% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 55,913 | $10,341,109 | $10,468,429 | +$127,320 | +1.23% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 55,425 | $10,250,857 | $10,377,062 | +$126,205 | +1.23% | |
| Creative Planning | 0.01% | 50,461 | $9,595,626 | $9,447,667 | -$147,959 | -1.54% | |
| Susquehanna International Group, Llp | 0.01% | 47,160 | $8,722,242 | $8,829,630 | +$107,388 | +1.23% | |
| Capital Developers, Llc | 7.23% | 50,010 | $8,025,535 | $9,363,227 | +$1,337,692 | +16.67% | |
| Cetera Investment Advisers | 0.01% | 42,173 | $7,799,993 | $7,895,928 | +$95,935 | +1.23% | |
| Merit Financial Group, Llc | 0.05% | 41,699 | $7,712,230 | $7,807,183 | +$94,953 | +1.23% | |
| Shorehaven Wealth Partners, Llc | 2.28% | 39,161 | $7,446,856 | $7,332,000 | -$114,856 | -1.54% | |
| Thoroughbred Financial Services, Llc | 0.35% | 39,477 | $7,301,000 | $7,391,164 | +$90,164 | +1.23% | |
| Winter & Associates, Inc. | 5.08% | 36,862 | $7,043,229 | $6,901,565 | -$141,664 | -2.01% | |
| Holos Integrated Wealth Llc | 3.00% | 35,048 | $6,684,376 | $6,561,935 | -$122,441 | -1.83% | |
| Kestra Advisory Services, Llc | 0.02% | 35,023 | $6,659,926 | $6,557,255 | -$102,671 | -1.54% | |
| Veridan Wealth Llc | 2.29% | 35,548 | $6,574,590 | $6,655,549 | +$80,959 | +1.23% | |
| Waverly Advisors, Llc | 0.04% | 35,166 | $6,503,886 | $6,584,028 | +$80,142 | +1.23% | |
| Focus Partners Advisor Solutions, Llc | 0.05% | 35,065 | $6,485,353 | $6,565,118 | +$79,765 | +1.23% | |
| Strategic Equity Management | 2.08% | 33,422 | $6,181,421 | $6,257,504 | +$76,083 | +1.23% | |
| Oxford Financial Group, Ltd. Llc | 0.27% | 29,110 | $5,383,895 | $5,450,181 | +$66,286 | +1.23% |
Frequently asked questions about IWL
Who are the largest institutional holders of IWL?
The largest institutional holders of IWL reported in the latest SEC Form 13F filings include Morgan Stanley, Tompkins Financial Corp, Gilbert & Cook, Inc., Bank Of America Corp, and Commerce Bank. InsiderSet ranks institutional holders by their latest reported IWL position.
What is IWL institutional ownership?
This page tracks IWL positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL TOP 200 ETF (IWL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWL?
InsiderSet currently tracks 232 institutional managers reporting IWL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWL shareholders.
How much IWL stock do institutions own?
Institutional investment managers disclosed approximately $1.60B in IWL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWL institutional ownership last updated?
The latest IWL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWL position after the reporting date.
Are institutions buying or selling IWL?
Institutional buying and selling can be analyzed by comparing IWL positions across consecutive 13F reporting periods. InsiderSet's IWL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWL ownership changes.
How has IWL institutional ownership changed over time?
InsiderSet tracks IWL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.