Who owns IWX?
iShares Russell Top 200 Value ETF · iShares
265 institutions reported holding IWX, worth $3.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| TIAA-CREF Individual & Institutional Services, LLC | Charlotte, NC | $1.0B | 9,859,021 | −381,800 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $516.1M | 4,907,301 | −1,388,302 shares |
| First Citizens Bank & Trust Co | Raleigh, NC | $474.7M | 4,514,061 | −1,413,973 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $191.0M | 1,815,846 | −857,937 shares |
| AE Wealth Management LLC | Topeka, KS | $123.7M | 1,176,003 | +72,895 shares |
| Lido Advisors, LLC | Los Angeles, CA | $95.9M | 911,734 | −54,847 shares |
| Proficio Capital Partners LLC | Newton, MA | $72.9M | 692,856 | New position |
| Clark Capital Management Group, Inc. | Philadelphia, PA | $59.4M | 565,031 | −108,469 shares |
| First Citizens Asset Management, Inc. | Raleigh, NC | $57.9M | 550,641 | +36,913 shares |
| Richard P Slaughter Associates Inc | Austin, TX | $54.0M | 513,314 | +24,769 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWX?
265 institutional managers reported holding IWX in Form 13F filings for June 30, 2026, worth $3.8B in total. The largest reported position was held by TIAA-CREF Individual & Institutional Services, LLC, at $1.0B.
Did institutions buy or sell IWX last quarter?
Reported 13F value rose 4.0% from March 31, 2026, which includes price moves as well as buying and selling. 41 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.