Who owns IWL?
iShares Russell Top 200 ETF · iShares
235 institutions reported holding IWL, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $125.1M | 676,332 | −23,617 shares |
| Gilbert & Cook, Inc. | West Des Moines, IA | $94.0M | 508,409 | −7,958 shares |
| Tompkins Financial Corp. | Ithaca, NY | $92.7M | 501,427 | +2,566 shares |
| Bank of America Corp. | Charlotte, NC | $92.5M | 500,046 | −133,468 shares |
| Commerce Bank | Kansas City, MO | $80.6M | 435,916 | +82,429 shares |
| Lido Advisors, LLC | Los Angeles, CA | $75.6M | 408,608 | +37,196 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $73.2M | 396,002 | +42,487 shares |
| LPL Financial LLC | Fort Mill, SC | $66.5M | 359,781 | −17,975 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $46.9M | 253,488 | +124,603 shares |
| Prescott Group Capital Management, L.L.C. | Tulsa, OK | $46.0M | 248,501 | +114,051 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 IWL?
235 institutional managers reported holding IWL in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by Morgan Stanley, at $125.1M.
Did institutions buy or sell IWL last quarter?
Reported 13F value rose 19.8% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 16 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 IWL 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.