13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IWL

ISHARES RUSSELL TOP 200 ETF

245 institutions still hold ISHARES RUSSELL TOP 200 ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289446·Exchange Traded Fund·245 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
245
filers reporting
Concentration
11.25%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

245 institutions reported IWL in Q2 2026. MORGAN STANLEY leads at 11.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$125M676K0.01%Q2 202602
Gilbert & Cook, Inc.
CIK 0001675762
$94M508K10.82%Q2 202603
TOMPKINS FINANCIAL CORP
CIK 0001005817
$93M501K6.49%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$92M500K0.01%Q2 202605
COMMERCE BANK
CIK 0001009076
$81M436K0.35%Q2 202606
Lido Advisors, LLC
CIK 0001650150
$76M409K0.21%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$73M396K0.01%Q2 202608
LPL Financial LLC
CIK 0001403438
$67M360K0.01%Q2 202609
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
CIK 0001166152
$46M249K3.97%Q2 202610
GEORGE KAISER FAMILY FOUNDATION
CIK 0001265376
$46M249K4.41%Q2 202611
Richmond Investment Services, LLC
CIK 0002031991
$40M218K12.77%Q2 202612
Reliant Wealth Planning
CIK 0001823393
$40M215K10.94%Q2 202613
FreeGulliver LLC
CIK 0002032561
$39M210K13.68%Q2 202614
Heck Capital Advisors, LLC
CIK 0002046227
$38M205K2.26%Q2 202615
JPMORGAN CHASE & CO
CIK 0000019617
$34M187K0.00%Q2 202616
SEARCY FINANCIAL SERVICES INC /ADV
CIK 0000354923
$33M179K11.10%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M142K0.03%Q2 202618
ROYAL BANK OF CANADA
CIK 0001000275
$26M138K0.00%Q2 202619
MANCHESTER FINANCIAL INC
CIK 0000866590
$23M122K4.01%Q2 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$21M114K0.10%Q2 2026
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