IWL Institutional Ownership
iShares Russell Top 200 ETF
1W: -0.2%
1M: +1.4%
3M: +3.0%
YTD: +12.4%
1Y: +15.3%
3Y: +90.8%
5Y: +89.6%
$191.84
+1.52 (+0.80%)
Weekly Expected Move ±1.5%
$186
$189
$192
$195
$198
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWL
254
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
29
New Positions
71
Increased
104
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (271 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 676,332 | $130M | -23,617 | -3.4% | 53Q | SEC ↗ |
| 2 | Gilbert & Cook, Inc. | 508,409 | $98M | -7,958 | -1.5% | 24Q | SEC ↗ |
| 3 | TOMPKINS FINANCIAL CORP | 501,427 | $96M | +2,566 | +0.5% | 13Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 500,046 | $96M | -133,468 | -21.1% | 15Q | SEC ↗ |
| 5 | COMMERCE BANK | 435,916 | $84M | +82,429 | +23.3% | 3Q | SEC ↗ |
| 6 | Lido Advisors, LLC | 408,608 | $78M | +37,196 | +10.0% | 7Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 396,002 | $76M | +42,487 | +12.0% | 16Q | SEC ↗ |
| 8 | LPL Financial LLC | 359,781 | $69M | -17,975 | -4.8% | 52Q | SEC ↗ |
| 9 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 261,905 | $50M | +260,170 | +14995.4% | 10Q | SEC ↗ |
| 10 | George Kaiser Family Foundation | 248,501 | $48M | +114,051 | +84.8% | 6Q | SEC ↗ |
| 11 | Prescott Group Capital Management, L.L | 248,501 | $48M | +114,051 | +84.8% | 7Q | SEC ↗ |
| 12 | Richmond Investment Services, LLC | 218,146 | $42M | -191,746 | -46.8% | 7Q | SEC ↗ |
| 13 | Reliant Wealth Planning | 215,106 | $41M | +8,193 | +4.0% | 7Q | SEC ↗ |
| 14 | FreeGulliver LLC | 209,733 | $40M | -6,091 | -2.8% | 11Q | SEC ↗ |
| 15 | Heck Capital Advisors, LLC | 204,621 | $39M | — | +0.0% | 7Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 186,952 | $36M | +3,836 | +2.1% | 24Q | SEC ↗ |
| 17 | SEARCY FINANCIAL SERVICES INC /ADV | 178,911 | $34M | -3,129 | -1.7% | 5Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 141,776 | $27M | +14,739 | +11.6% | 35Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 138,001 | $26M | -17,761 | -11.4% | 66Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 126,744 | $24M | -2,141 | -1.7% | 40Q | SEC ↗ |
| 21 | MANCHESTER FINANCIAL INC | 121,917 | $23M | +2,306 | +1.9% | 8Q | SEC ↗ |
| 22 | Equitable Holdings, Inc. | 98,978 | $19M | +963 | +1.0% | 24Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC | 89,126 | $17M | +48,118 | +117.3% | 17Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 87,132 | $17M | -2,639 | -2.9% | 26Q | SEC ↗ |
| 25 | FIRST AMERICAN TRUST, FSB | 76,906 | $15M | +43,812 | +132.4% | 3Q | SEC ↗ |
| 26 | UBS Group AG | 75,787 | $15M | +5,053 | +7.1% | 47Q | SEC ↗ |
| 27 | KM Capital Management Ltd. NEW | 74,015 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 28 | ARCADIA INVESTMENT ADVISORS LLC | 73,700 | $14M | +993 | +1.4% | 13Q | SEC ↗ |
| 29 | Annex Advisory Services, LLC | 73,569 | $14M | -502 | -0.7% | 3Q | SEC ↗ |
| 30 | WOODARD & CO ASSET MANAGEMENT GROUP IN | 72,990 | $14M | +66 | +0.1% | 29Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 69,193 | $13M | +10,165 | +17.2% | 61Q | SEC ↗ |
| 32 | VOYA INVESTMENT MANAGEMENT LLC | 67,225 | $13M | +34,765 | +107.1% | 23Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 66,972 | $13M | -1,430 | -2.1% | 51Q | SEC ↗ |
| 34 | Composition Wealth, LLC | 60,117 | $12M | -6,213 | -9.4% | 5Q | SEC ↗ |
| 35 | Envestnet Portfolio Solutions, Inc. | 55,913 | $11M | -780 | -1.4% | 12Q | SEC ↗ |
| 36 | FIRST CITIZENS BANK & TRUST CO | 55,913 | $11M | -780 | -1.4% | 25Q | SEC ↗ |
| 37 | Stratos Wealth Partners, LTD. | 55,425 | $11M | +4,631 | +9.1% | 26Q | SEC ↗ |
| 38 | McKinley Carter Wealth Services, Inc. | 53,247 | $10M | -4,544 | -7.9% | 23Q | SEC ↗ |
| 39 | Creative Planning | 50,650 | $10M | -3,966 | -7.3% | 17Q | SEC ↗ |
| 40 | Capital Developers, LLC | 50,010 | $10M | -491 | -1.0% | 2Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,160 | $9M | -1,557 | -3.2% | 24Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 42,173 | $8M | +5,790 | +15.9% | 25Q | SEC ↗ |
| 43 | Merit Financial Group, LLC | 41,699 | $8M | +449 | +1.1% | 7Q | SEC ↗ |
| 44 | Nicollet Investment Management, Inc. | 40,644 | $8M | +345 | +0.9% | 23Q | SEC ↗ |
| 45 | THOROUGHBRED FINANCIAL SERVICES, LLC | 39,477 | $8M | +6,353 | +19.2% | 28Q | SEC ↗ |
| 46 | ShoreHaven Wealth Partners, LLC | 39,152 | $8M | -59 | -0.2% | 17Q | SEC ↗ |
| 47 | SageView Advisory Group, LLC | 35,692 | $7M | -322 | -0.9% | 9Q | SEC ↗ |
| 48 | Veridan Wealth LLC | 35,548 | $7M | -1,010 | -2.8% | 4Q | SEC ↗ |
| 49 | Waverly Advisors, LLC | 35,166 | $7M | +1,830 | +5.5% | 7Q | SEC ↗ |
| 50 | Focus Partners Advisor Solutions, LLC | 35,065 | $7M | +14,965 | +74.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KM Capital Management Ltd. | 74,015 | $14M |
| Elevation Capital Advisory, LLC | 7,790 | $1M |
| Andina Capital Management, LLC | 2,415 | $463K |
| J.W. COLE ADVISORS, INC. | 2,216 | $425K |
| TENET WEALTH PARTNERS, LLC | 1,980 | $380K |
| Gilliland Jeter Wealth Management L | 1,972 | $378K |
| D. E. Shaw & Co., Inc. | 1,656 | $318K |
| HBK Sorce Advisory LLC | 1,585 | $304K |
| RFG Advisory, LLC | 1,369 | $263K |
| NWAM LLC | 1,299 | $249K |
| WEALTH ALLIANCE, LLC | 1,248 | $239K |
| Iowa State Bank | 1,222 | $234K |
| JUNCTURE WEALTH STRATEGIES, LLC | 1,177 | $226K |
| PDS Planning, Inc | 1,158 | $222K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 1,155 | $222K |
| United Advisor Group, LLC | 1,146 | $220K |
| Strategic Blueprint, LLC | 1,138 | $218K |
| Smith Salley Wealth Management | 1,123 | $215K |
| LVW Advisors, LLC | 1,122 | $215K |
| Forge Financial Services LLC | 1,091 | $209K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 64,000 | $12M |
| GOLDMAN SACHS GROUP INC | 28,356 | $5M |
| BNP PARIBAS FINANCIAL MARKETS | 13,000 | $2M |
| WIN ADVISORS, INC | 11,217 | $2M |
| Capital Advisory Group Advisory Ser | 3,575 | $686K |
| Anchor Investment Management, LLC | 3,519 | $675K |
| Jackson Wealth Management, LLC | 2,692 | $516K |
| Envision Financial Transparency, LL | 2,048 | $393K |
| MARSHALL WACE, LLP | 2,006 | $385K |
| CreativeOne Wealth, LLC | 1,700 | $326K |
| Accent Capital Management, LLC | 1,647 | $316K |
| Expressive Wealth LLC | 1,647 | $316K |
| NTV Asset Management LLC | 1,487 | $285K |
| Crumly & Associates Inc. | 1,466 | $281K |
| Merkkuri Wealth Advisors LLC | 1,357 | $260K |
| Orion Porfolio Solutions, LLC | 1,264 | $242K |
| Orca Investment Management, LLC | 1,214 | $233K |
| Rockefeller Capital Management L.P. | 1,000 | $192K |
| HOWE & RUSLING INC | 919 | $176K |
| Destiny Wealth Partners, LLC | 880 | $169K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Richmond Investment Services, LLC | -191,746 | -46.8% | 218,146 |
| BANK OF AMERICA CORP /DE | -133,468 | -21.1% | 500,046 |
| CITADEL ADVISORS LLC | -29,095 | -55.7% | 23,110 |
| MORGAN STANLEY | -23,617 | -3.4% | 676,332 |
| LPL Financial LLC | -17,975 | -4.8% | 359,781 |
| ROYAL BANK OF CANADA | -17,761 | -11.4% | 138,001 |
| Mariner, LLC | -11,851 | -65.2% | 6,322 |
| REDSTONE WEALTH MANAGEMENT, LLC | -11,381 | -88.3% | 1,513 |
| Gilbert & Cook, Inc. | -7,958 | -1.5% | 508,409 |
| Composition Wealth, LLC | -6,213 | -9.4% | 60,117 |
| FreeGulliver LLC | -6,091 | -2.8% | 209,733 |
| GTS SECURITIES LLC | -5,037 | -60.4% | 3,303 |
| McKinley Carter Wealth Services, In | -4,544 | -7.9% | 53,247 |
| Creative Planning | -3,966 | -7.3% | 50,650 |
| Noble Family Wealth, LLC | -3,906 | -19.5% | 16,109 |
| Valmark Advisers, Inc. | -3,599 | -13.4% | 23,282 |
| SEARCY FINANCIAL SERVICES INC /ADV | -3,129 | -1.7% | 178,911 |
| ENVESTNET ASSET MANAGEMENT INC | -2,934 | -21.1% | 10,978 |
| FLOW TRADERS U.S. LLC | -2,871 | -68.3% | 1,332 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -2,645 | -26.1% | 7,497 |