ISHARES RUSSELL TOP 200 VALU (IWX) Institutional Shareholders
ISHARES RUSSELL TOP 200 VALU (IWX) 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 $3.60B in IWX holdings during the latest filing period.
Tiaa-Cref Individual & Institutional Services, Llc is currently the largest disclosed institutional shareholder of IWX tracked by InsiderSet, reporting ownership valued at approximately $1.04B 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 $1.11B, representing an estimated gain of +7.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed IWX value among the investors covered in this analysis. Major shareholders include Tiaa-Cref Individual & Institutional Services, Llc, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL TOP 200 VALU (IWX).
This page ranks the largest institutional IWX 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
260
Total Reported Value
$3.60B
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$1.04B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | 3.57% | 9,859,021 | $1,036,774,622 | $1,111,308,847 | +$74,534,225 | +7.19% | |
| Envestnet Portfolio Solutions, Inc. | 2.47% | 4,907,301 | $516,051,820 | $553,150,969 | +$37,099,149 | +7.19% | |
| First Citizens Bank & Trust Co | 7.10% | 4,514,061 | $474,698,654 | $508,824,956 | +$34,126,302 | +7.19% | |
| Envestnet Asset Management Inc | 0.05% | 1,815,846 | $190,954,351 | $204,682,161 | +$13,727,810 | +7.19% | |
| Lido Advisors, Llc | 0.34% | 911,734 | $95,878,031 | $102,770,656 | +$6,892,625 | +7.19% | |
| Clark Capital Management Group, Inc. | 0.32% | 565,031 | $59,418,660 | $63,690,294 | +$4,271,634 | +7.19% | |
| First Citizens Asset Management, Inc. | 18.51% | 550,641 | $57,905,455 | $62,068,254 | +$4,162,799 | +7.19% | |
| Richard P Slaughter Associates Inc | 10.71% | 513,314 | $53,980,100 | $57,860,754 | +$3,880,654 | +7.19% | |
| Wilmington Savings Fund Society, Fsb | 1.16% | 492,332 | $51,773,633 | $55,495,663 | +$3,722,030 | +7.19% | |
| Lpl Financial Llc | 0.01% | 483,315 | $50,825,428 | $54,479,267 | +$3,653,839 | +7.19% | |
| Svb Wealth Llc | 3.17% | 477,994 | $50,265,883 | $53,879,484 | +$3,613,601 | +7.19% | |
| Ameriprise Financial Inc | 0.01% | 414,030 | $44,430,186 | $46,669,462 | +$2,239,276 | +5.04% | |
| Tiaa Trust, National Association | 2.46% | 394,910 | $41,528,736 | $44,514,255 | +$2,985,519 | +7.19% | |
| Ubs Group Ag | 0.01% | 376,112 | $39,551,938 | $42,395,345 | +$2,843,407 | +7.19% | |
| Kingdom Financial Group Llc. | 8.73% | 324,849 | $34,161,072 | $36,616,979 | +$2,455,907 | +7.19% | |
| Sterling Capital Management Llc | 0.56% | 316,217 | $33,253,380 | $35,643,980 | +$2,390,600 | +7.19% | |
| Jpmorgan Chase & Co | 0.00% | 287,855 | $30,314,077 | $32,447,016 | +$2,132,939 | +7.04% | |
| Rtd Financial Advisors, Inc. | 3.21% | 279,877 | $29,431,898 | $31,547,735 | +$2,115,837 | +7.19% | |
| Bank Of America Corp | 0.00% | 266,777 | $28,054,263 | $30,071,103 | +$2,016,840 | +7.19% | |
| Lifewealth Investments, Llc | 7.03% | 249,969 | $26,286,729 | $28,176,506 | +$1,889,777 | +7.19% | |
| Compton Wealth Advisory Group, Llc | 5.12% | 239,223 | $25,345,651 | $26,965,217 | +$1,619,566 | +6.39% | |
| Jsf Financial, Llc | 4.06% | 239,472 | $25,182,851 | $26,993,284 | +$1,810,433 | +7.19% | |
| Bryn Mawr Trust Advisors, Llc | 1.09% | 236,778 | $24,899,581 | $26,689,616 | +$1,790,035 | +7.19% | |
| Orion Porfolio Solutions, Llc | 0.17% | 217,189 | $22,839,551 | $24,481,544 | +$1,641,993 | +7.19% | |
| Waverly Advisors, Llc | 0.13% | 216,815 | $22,800,317 | $24,439,387 | +$1,639,070 | +7.19% | |
| Cetera Investment Advisers | 0.02% | 207,128 | $21,781,595 | $23,347,468 | +$1,565,873 | +7.19% | |
| Howard Bailey Securities, Llc | 7.95% | 201,456 | $21,185,078 | $22,708,120 | +$1,523,042 | +7.19% | |
| Morgan Stanley | 0.00% | 200,112 | $21,043,854 | $22,556,625 | +$1,512,771 | +7.19% | |
| Kestra Private Wealth Services, Llc | 0.21% | 181,611 | $19,098,239 | $20,471,192 | +$1,372,953 | +7.19% | |
| Private Advisor Group, Llc | 0.09% | 179,280 | $18,853,138 | $20,208,442 | +$1,355,304 | +7.19% | |
| Raymond James Financial Inc | 0.01% | 176,522 | $18,563,010 | $19,897,560 | +$1,334,550 | +7.19% | |
| Newedge Advisors, Llc | 0.05% | 174,263 | $18,325,469 | $19,642,925 | +$1,317,456 | +7.19% | |
| Sanctuary Advisors, Llc | 0.08% | 164,385 | $17,286,727 | $18,529,477 | +$1,242,750 | +7.19% | |
| Arkadios Wealth Advisors | 0.24% | 148,157 | $15,580,159 | $16,700,257 | +$1,120,098 | +7.19% | |
| Truist Financial Corp | 0.02% | 142,144 | $14,947,852 | $16,022,472 | +$1,074,620 | +7.19% | |
| Wells Fargo & Company/Mn | 0.00% | 135,545 | $14,253,844 | $15,278,632 | +$1,024,788 | +7.19% | |
| Horst & Graben Wealth Management Llc | 1.87% | 133,886 | $14,185,209 | $15,091,630 | +$906,421 | +6.39% | |
| Principal Securities, Inc. | 0.17% | 131,189 | $13,795,783 | $14,787,624 | +$991,841 | +7.19% | |
| Key Capital Management, Inc | 6.97% | 128,769 | $13,541,348 | $14,514,842 | +$973,494 | +7.19% | |
| One Capital Management, Llc | 0.35% | 133,890 | $12,407,586 | $15,092,081 | +$2,684,495 | +21.64% | |
| Royal Bank Of Canada | 0.00% | 105,799 | $11,126,000 | $11,925,663 | +$799,663 | +7.19% | |
| Simplicity Wealth,Llc | 0.57% | 108,334 | $10,039,322 | $12,211,408 | +$2,172,086 | +21.64% | |
| Osaic Holdings, Inc. | 0.01% | 84,977 | $8,936,593 | $9,578,607 | +$642,014 | +7.18% | |
| Wall Capital Group, Inc. | 6.72% | 78,088 | $8,211,741 | $8,802,079 | +$590,338 | +7.19% | |
| Veridan Wealth Llc | 2.36% | 64,262 | $6,757,828 | $7,243,613 | +$485,785 | +7.19% | |
| Legacy Advisory Services, Llc | 4.70% | 63,553 | $6,683,243 | $7,163,694 | +$480,451 | +7.19% | |
| Globalt Investments Llc / Ga | 0.22% | 62,611 | $6,584,225 | $7,057,512 | +$473,287 | +7.19% | |
| Mariner, Llc | 0.01% | 62,095 | $6,529,927 | $6,999,348 | +$469,421 | +7.19% | |
| Gts Financial, Llc | 4.62% | 75,271 | $6,337,065 | $8,484,547 | +$2,147,482 | +33.89% | |
| Stratos Investment Management, Llc | 0.22% | 57,635 | $6,060,974 | $6,496,617 | +$435,643 | +7.19% |
Frequently asked questions about IWX
Who owns the most IWX stock?
The largest holders of IWX 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 VALU (IWX).
Is IWX widely held by superinvestors?
Many widely followed stocks like IWX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWX 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.