ISHARES RUSSELL TOP 200 ETF (IWL) Institutional Shareholders
ISHARES RUSSELL TOP 200 ETF (IWL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.56B in IWL holdings during the latest filing period.
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 $128.05M, representing an estimated gain of +2.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed IWL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Gilbert & Cook, Inc., Tompkins Financial Corp, 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
230
Total Reported Value
$1.56B
Largest Holder
Morgan Stanley
Largest Position
$125.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | $128,049,938 | +$2,962,242 | +2.37% | |
| Gilbert & Cook, Inc. | 10.82% | 508,409 | $94,030,292 | $96,257,076 | +$2,226,784 | +2.37% | |
| Tompkins Financial Corp | 6.49% | 501,427 | $92,738,923 | $94,935,174 | +$2,196,251 | +2.37% | |
| Bank Of America Corp | 0.01% | 500,046 | $92,483,499 | $94,673,709 | +$2,190,210 | +2.37% | |
| Commerce Bank | 0.35% | 435,916 | $80,622,664 | $82,531,976 | +$1,909,312 | +2.37% | |
| Lido Advisors, Llc | 0.27% | 408,608 | $75,572,488 | $77,361,753 | +$1,789,265 | +2.37% | |
| Ameriprise Financial Inc | 0.01% | 396,002 | $73,238,648 | $74,975,059 | +$1,736,411 | +2.37% | |
| Lpl Financial Llc | 0.01% | 359,781 | $66,541,588 | $68,117,337 | +$1,575,749 | +2.37% | |
| George Kaiser Family Foundation | 4.41% | 248,501 | $45,960,260 | $47,048,694 | +$1,088,434 | +2.37% | |
| Prescott Group Capital Management, L.L.C. | 3.97% | 248,501 | $45,960,260 | $47,048,694 | +$1,088,434 | +2.37% | |
| Richmond Investment Services, Llc | 12.77% | 218,146 | $40,345,994 | $41,301,582 | +$955,588 | +2.37% | |
| Reliant Wealth Planning | 10.94% | 215,106 | $39,783,854 | $40,726,019 | +$942,165 | +2.37% | |
| Freegulliver Llc | 13.68% | 209,733 | $38,790,074 | $39,708,749 | +$918,675 | +2.37% | |
| Heck Capital Advisors, Llc | 2.26% | 204,621 | $37,844,654 | $38,740,894 | +$896,240 | +2.37% | |
| Jpmorgan Chase & Co | 0.00% | 186,952 | $34,260,991 | $35,395,622 | +$1,134,631 | +3.31% | |
| Searcy Financial Services Inc | 11.10% | 178,911 | $33,089,589 | $33,873,220 | +$783,631 | +2.37% | |
| Commonwealth Equity Services, Llc | 0.03% | 141,776 | $26,221,433 | $26,842,450 | +$621,017 | +2.37% | |
| Royal Bank Of Canada | 0.00% | 138,001 | $25,524,000 | $26,127,729 | +$603,729 | +2.37% | |
| Manchester Financial Inc | 4.01% | 121,917 | $22,548,561 | $23,082,546 | +$533,985 | +2.37% | |
| Equitable Holdings, Inc. | 0.11% | 98,978 | $18,305,990 | $18,739,505 | +$433,515 | +2.37% | |
| Integrated Wealth Concepts Llc | 0.11% | 89,126 | $16,483,818 | $16,874,226 | +$390,408 | +2.37% | |
| Osaic Holdings, Inc. | 0.02% | 87,132 | $16,116,662 | $16,496,702 | +$380,040 | +2.36% | |
| First American Trust, Fsb | 0.86% | 76,906 | $14,223,777 | $14,560,613 | +$336,836 | +2.37% | |
| Ubs Group Ag | 0.00% | 75,787 | $14,016,806 | $14,348,753 | +$331,947 | +2.37% | |
| Km Capital Management Ltd. | 6.43% | 74,015 | $13,689,174 | $14,013,260 | +$324,086 | +2.37% | |
| Arcadia Investment Advisors Llc | 5.75% | 73,700 | $13,630,815 | $13,953,621 | +$322,806 | +2.37% | |
| Annex Advisory Services, Llc | 0.23% | 73,569 | $13,606,590 | $13,928,819 | +$322,229 | +2.37% | |
| Woodard & Co Asset Management Group Inc | 1.95% | 72,990 | $13,499,498 | $13,819,197 | +$319,699 | +2.37% | |
| Wells Fargo & Company/Mn | 0.00% | 69,193 | $12,797,254 | $13,100,311 | +$303,057 | +2.37% | |
| Voya Investment Management Llc | 0.01% | 67,225 | $12,433,264 | $12,727,709 | +$294,445 | +2.37% | |
| Composition Wealth, Llc | 0.13% | 60,117 | $11,118,640 | $11,381,952 | +$263,312 | +2.37% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 55,913 | $10,341,109 | $10,586,008 | +$244,899 | +2.37% | |
| First Citizens Bank & Trust Co | 0.15% | 55,913 | $10,341,109 | $10,586,008 | +$244,899 | +2.37% | |
| Stratos Wealth Partners, Ltd. | 0.10% | 55,425 | $10,250,857 | $10,493,615 | +$242,758 | +2.37% | |
| Mckinley Carter Wealth Services, Inc. | 0.51% | 53,247 | $9,847,968 | $10,081,255 | +$233,287 | +2.37% | |
| Susquehanna International Group, Llp | 0.01% | 47,160 | $8,722,242 | $8,928,803 | +$206,561 | +2.37% | |
| Capital Developers, Llc | 7.23% | 50,010 | $8,025,535 | $9,468,393 | +$1,442,858 | +17.98% | |
| Cetera Investment Advisers | 0.01% | 42,173 | $7,799,993 | $7,984,614 | +$184,621 | +2.37% | |
| Merit Financial Group, Llc | 0.05% | 41,699 | $7,712,230 | $7,894,872 | +$182,642 | +2.37% | |
| Nicollet Investment Management, Inc. | 2.32% | 40,644 | $7,517,000 | $7,695,129 | +$178,129 | +2.37% | |
| Thoroughbred Financial Services, Llc | 0.35% | 39,477 | $7,301,000 | $7,474,180 | +$173,180 | +2.37% | |
| Shorehaven Wealth Partners, Llc | 2.28% | 39,152 | $7,241,162 | $7,412,648 | +$171,486 | +2.37% | |
| Veridan Wealth Llc | 2.29% | 35,548 | $6,574,590 | $6,730,303 | +$155,713 | +2.37% | |
| Waverly Advisors, Llc | 0.04% | 35,166 | $6,503,886 | $6,657,979 | +$154,093 | +2.37% | |
| Focus Partners Advisor Solutions, Llc | 0.05% | 35,065 | $6,485,353 | $6,638,856 | +$153,503 | +2.37% | |
| Winter & Associates, Inc. | 4.80% | 34,510 | $6,382,628 | $6,533,778 | +$151,150 | +2.37% | |
| Holos Integrated Wealth Llc | 2.93% | 33,849 | $6,268,065 | $6,408,631 | +$140,566 | +2.24% | |
| Strategic Equity Management | 2.08% | 33,422 | $6,181,421 | $6,327,787 | +$146,366 | +2.37% | |
| Oxford Financial Group, Ltd. Llc | 0.27% | 29,110 | $5,383,895 | $5,511,396 | +$127,501 | +2.37% | |
| Kestra Advisory Services, Llc | 0.02% | 28,696 | $5,307,376 | $5,433,014 | +$125,638 | +2.37% |
Frequently asked questions about IWL
Who owns the most IWL stock?
The largest holders of IWL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL TOP 200 ETF (IWL).
Is IWL widely held by superinvestors?
Many widely followed stocks like IWL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.