iShares Russell Top 200 Valu ETF (IWX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IWX (all 13F filers)
- Tiaa-cref Individual & Institutional Services9.9 MWealth adviser−382 K
- Envestnet Portfolio Solutions4.9 MType not verified−1.4 M
- First Citizens Bank & Trust4.5 MWealth adviser−1.4 M
- Envestnet Asset Management1.8 MWealth adviser−858 K
- AE Wealth Management1.2 MWealth adviser+73 K
- Lido Advisors912 KWealth adviser−55 K
- Proficio Capital Partners693 KType not verified+693 K
- Clark Capital Management Group565 KType not verified−108 K
- First Citizens Asset Management551 KType not verified+37 K
- Richard P Slaughter Associates513 KType not verified+25 K
- Shares
- 9.9 M
- Change
- −382 K
See more
- Type
- Wealth adviser
- Value
- $1.0 bn
- Shares
- 4.9 M
- Change
- −1.4 M
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- Type
- Type not verified
- Value
- $516M
- Shares
- 4.5 M
- Change
- −1.4 M
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- Type
- Wealth adviser
- Value
- $475M
- Shares
- 1.8 M
- Change
- −858 K
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- Type
- Wealth adviser
- Value
- $191M
- Shares
- 1.2 M
- Change
- +73 K
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- Type
- Wealth adviser
- Value
- $124M
- Shares
- 912 K
- Change
- −55 K
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- Type
- Wealth adviser
- Value
- $95.9M
- Shares
- 693 K
- Change
- +693 K
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- Type
- Type not verified
- Value
- $72.9M
- Shares
- 565 K
- Change
- −108 K
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- Type
- Type not verified
- Value
- $59.4M
- First Citizens Asset Management
- Shares
- 551 K
- Change
- +37 K
See more
- Type
- Type not verified
- Value
- $57.9M
- Richard P Slaughter Associates
- Shares
- 513 K
- Change
- +25 K
See more
- Type
- Type not verified
- Value
- $54.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗