IWX Institutional Ownership
iShares Russell Top 200 Value ETF
1W: -1.3%
1M: -2.2%
3M: +2.0%
YTD: +18.8%
1Y: +25.4%
3Y: +75.0%
5Y: +78.5%
$109.92
+0.52 (+0.48%)
Weekly Expected Move ±1.2%
$107
$109
$110
$111
$113
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — IWX
293
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
41
New Positions
74
Increased
111
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (304 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 9,859,021 | 1.1B | -381,800 | -3.7% | 2Q | SEC ↗ |
| 2 | Envestnet Portfolio Solutions, Inc. | 4,907,301 | $539M | -1,388,302 | -22.1% | 12Q | SEC ↗ |
| 3 | FIRST CITIZENS BANK & TRUST CO | 4,514,061 | $496M | -1,413,973 | -23.9% | 25Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,815,846 | $200M | -857,937 | -32.1% | 28Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 1,176,003 | $129M | +72,895 | +6.6% | 39Q | SEC ↗ |
| 6 | Lido Advisors, LLC | 911,734 | $100M | -54,847 | -5.7% | 7Q | SEC ↗ |
| 7 | Proficio Capital Partners LLC NEW | 692,856 | $76M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Clark Capital Management Group, Inc. | 565,031 | $62M | -108,469 | -16.1% | 3Q | SEC ↗ |
| 9 | First Citizens Asset Management, Inc. | 550,641 | $61M | +36,913 | +7.2% | 16Q | SEC ↗ |
| 10 | Richard P Slaughter Associates Inc | 513,314 | $56M | +24,769 | +5.1% | 7Q | SEC ↗ |
| 11 | Wilmington Savings Fund Society, FSB | 492,332 | $54M | -12,316 | -2.4% | 10Q | SEC ↗ |
| 12 | LPL Financial LLC | 483,315 | $53M | -95,793 | -16.5% | 54Q | SEC ↗ |
| 13 | SVB WEALTH LLC | 477,994 | $53M | +18,046 | +3.9% | 5Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 414,030 | $46M | +30,178 | +7.9% | 16Q | SEC ↗ |
| 15 | TIAA TRUST, NATIONAL ASSOCIATION | 394,910 | $43M | -13,683 | -3.3% | 12Q | SEC ↗ |
| 16 | UBS Group AG | 376,112 | $41M | +23,012 | +6.5% | 47Q | SEC ↗ |
| 17 | Kingdom Financial Group LLC. | 324,849 | $36M | +33,294 | +11.4% | 13Q | SEC ↗ |
| 18 | Sterling Capital Management LLC | 316,217 | $35M | +79,687 | +33.7% | 8Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 287,855 | $32M | +1,166 | +0.4% | 22Q | SEC ↗ |
| 20 | RTD Financial Advisors, Inc. | 279,877 | $31M | +9,889 | +3.7% | 3Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 266,777 | $29M | +24,686 | +10.2% | 15Q | SEC ↗ |
| 22 | LifeWealth Investments, LLC | 249,969 | $27M | +21,414 | +9.4% | 7Q | SEC ↗ |
| 23 | JSF Financial, LLC | 239,472 | $26M | -40,331 | -14.4% | 7Q | SEC ↗ |
| 24 | Compton Wealth Advisory Group, LLC | 239,223 | $26M | -6,079 | -2.5% | 25Q | SEC ↗ |
| 25 | Bryn Mawr Trust Advisors, LLC | 236,778 | $26M | -5,680 | -2.3% | 15Q | SEC ↗ |
| 26 | Orion Porfolio Solutions, LLC | 217,189 | $24M | -65,279 | -23.1% | 3Q | SEC ↗ |
| 27 | Waverly Advisors, LLC | 216,815 | $24M | +6,775 | +3.2% | 7Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 207,128 | $23M | -32,186 | -13.4% | 10Q | SEC ↗ |
| 29 | HOWARD BAILEY SECURITIES, LLC | 201,456 | $22M | +10,772 | +5.6% | 8Q | SEC ↗ |
| 30 | MORGAN STANLEY | 200,112 | $22M | +4,771 | +2.4% | 60Q | SEC ↗ |
| 31 | KESTRA PRIVATE WEALTH SERVICES, LLC | 181,611 | $20M | -963 | -0.5% | 20Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 179,280 | $20M | -3,236 | -1.8% | 6Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 176,522 | $19M | -22,764 | -11.4% | 7Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 174,263 | $19M | -9,979 | -5.4% | 17Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 164,385 | $18M | +512 | +0.3% | 9Q | SEC ↗ |
| 36 | Arkadios Wealth Advisors | 148,157 | $16M | +1,886 | +1.3% | 11Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 142,144 | $16M | -4,800 | -3.3% | 52Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 135,545 | $15M | +208 | +0.2% | 65Q | SEC ↗ |
| 39 | One Capital Management, LLC | 133,890 | $15M | — | +0.0% | 3Q | SEC ↗ |
| 40 | Horst & Graben Wealth Management LLC | 133,886 | $15M | +2,706 | +2.1% | 26Q | SEC ↗ |
| 41 | Montgomery Financial Services LLC NEW | 132,081 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 42 | PRINCIPAL SECURITIES, INC. | 131,189 | $14M | -52,004 | -28.4% | 8Q | SEC ↗ |
| 43 | Key Capital Management, INC | 128,769 | $14M | +36,520 | +39.6% | 3Q | SEC ↗ |
| 44 | Simplicity Wealth,LLC | 116,634 | $13M | +8,300 | +7.7% | 16Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 105,799 | $12M | -13,683 | -11.5% | 54Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 88,860 | $10M | +2,456 | +2.8% | 21Q | SEC ↗ |
| 47 | OSAIC HOLDINGS, INC. | 84,977 | $9M | -15,753 | -15.6% | 26Q | SEC ↗ |
| 48 | Wall Capital Group, Inc. NEW | 78,088 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 49 | GTS FINANCIAL, LLC | 75,271 | $8M | +5,765 | +8.3% | 2Q | SEC ↗ |
| 50 | Veridan Wealth LLC | 64,262 | $7M | -3,035 | -4.5% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Proficio Capital Partners LLC | 692,856 | $76M |
| Montgomery Financial Services LLC | 132,081 | $15M |
| Wall Capital Group, Inc. | 78,088 | $9M |
| Stratos Investment Management, LLC | 57,635 | $6M |
| Concurrent Investment Advisors, LLC | 44,866 | $5M |
| TWO SIGMA INVESTMENTS, LP | 39,500 | $4M |
| PARK AVENUE SECURITIES LLC | 27,983 | $3M |
| Spectrum Advisors, Inc. | 15,658 | $2M |
| HRT FINANCIAL LP | 15,497 | $2M |
| D. E. Shaw & Co., Inc. | 9,757 | $1M |
| Tailwinds Wealth, LLC | 9,547 | $1M |
| MARSHALL WACE, LLP | 9,227 | $1M |
| COMPASS FINANCIAL MANAGEMENT LLC | 7,812 | $859K |
| Gibbs Wealth Management | 6,745 | $741K |
| Operose Advisors LLC | 6,639 | $730K |
| COLTON GROOME FINANCIAL ADVISORS, L | 6,374 | $701K |
| J.W. COLE ADVISORS, INC. | 5,979 | $657K |
| Astoria Portfolio Advisors LLC. | 5,715 | $628K |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 4,320 | $475K |
| Maloon Powers Pitre Higgins & Denne | 3,977 | $437K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SigFig Wealth Management, LLC | 40,777 | $4M |
| Centennial Wealth Advisory LLC | 22,416 | $2M |
| Curi Capital, LLC | 20,373 | $2M |
| B. Riley Wealth Advisors, Inc. | 18,323 | $2M |
| C2P Capital Advisory Group, LLC d.b | 10,197 | $1M |
| Baer Investment Advisory LLC | 8,193 | $901K |
| Merit Financial Group, LLC | 7,652 | $841K |
| JANE STREET GROUP, LLC | 6,745 | $741K |
| Linden Thomas Advisory Services, LL | 4,748 | $522K |
| CITADEL ADVISORS LLC | 4,591 | $505K |
| EVOKE WEALTH, LLC | 3,082 | $339K |
| TWO SIGMA SECURITIES, LLC | 2,934 | $323K |
| Sequoia Financial Advisors, LLC | 2,453 | $270K |
| Alta Wealth Advisors LLC | 2,400 | $264K |
| WBH ADVISORY INC | 2,263 | $249K |
| Colonial River Investments, LLC | 2,220 | $244K |
| GeoWealth Management, LLC | 2,190 | $241K |
| Sound Income Strategies, LLC | 1,130 | $124K |
| Advisory Services Network, LLC | 862 | $95K |
| Allworth Financial LP | 186 | $20K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sterling Capital Management LLC | +79,687 | +33.7% | 316,217 |
| AE Wealth Management LLC | +72,895 | +6.6% | 1,176,003 |
| First Citizens Asset Management, In | +36,913 | +7.2% | 550,641 |
| Key Capital Management, INC | +36,520 | +39.6% | 128,769 |
| Kingdom Financial Group LLC. | +33,294 | +11.4% | 324,849 |
| AMERIPRISE FINANCIAL INC | +30,178 | +7.9% | 414,030 |
| Richard P Slaughter Associates Inc | +24,769 | +5.1% | 513,314 |
| BANK OF AMERICA CORP /DE | +24,686 | +10.2% | 266,777 |
| UBS Group AG | +23,012 | +6.5% | 376,112 |
| LifeWealth Investments, LLC | +21,414 | +9.4% | 249,969 |
| Mariner, LLC | +20,362 | +48.8% | 62,095 |
| SVB WEALTH LLC | +18,046 | +3.9% | 477,994 |
| CITIGROUP INC | +14,903 | +195.9% | 22,509 |
| Farther Finance Advisors, LLC | +12,113 | +152.9% | 20,033 |
| HOWARD BAILEY SECURITIES, LLC | +10,772 | +5.6% | 201,456 |
| RTD Financial Advisors, Inc. | +9,889 | +3.7% | 279,877 |
| Simplicity Wealth,LLC | +8,300 | +7.7% | 116,634 |
| Waverly Advisors, LLC | +6,775 | +3.2% | 216,815 |
| GTS FINANCIAL, LLC | +5,765 | +8.3% | 75,271 |
| MORGAN STANLEY | +4,771 | +2.4% | 200,112 |