13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IWL

ISHARES RUSSELL TOP 200 ETF

240 institutions still hold ISHARES RUSSELL TOP 200 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289446·Exchange Traded Fund·240 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$988M
visible holders
Holders
240
filers reporting
Concentration
11.37%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

240 institutions reported IWL in Q1 2026. MORGAN STANLEY leads at 11.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$112M700K0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$102M634K0.01%Q1 202603
TOMPKINS FINANCIAL CORP
CIK 0001005817
$93M501K6.49%Q2 202604
Gilbert & Cook, Inc.
CIK 0001675762
$83M516K10.70%Q1 202605
Richmond Investment Services, LLC
CIK 0002031991
$66M410K10.63%Q1 202606
LPL Financial LLC
CIK 0001403438
$61M378K0.02%Q1 202607
Lido Advisors, LLC
CIK 0001650150
$60M371K0.18%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$57M354K0.01%Q1 202609
COMMERCE BANK
CIK 0001009076
$57M353K0.27%Q1 202610
Heck Capital Advisors, LLC
CIK 0002046227
$38M205K2.26%Q2 202611
FreeGulliver LLC
CIK 0002032561
$35M216K14.60%Q1 202612
Reliant Wealth Planning
CIK 0001823393
$33M207K10.04%Q1 202613
SEARCY FINANCIAL SERVICES INC /ADV
CIK 0000354923
$33M179K11.10%Q2 202614
JPMORGAN CHASE & CO
CIK 0000019617
$29M183K0.00%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$25M156K0.00%Q1 202616
MANCHESTER FINANCIAL INC
CIK 0000866590
$23M122K4.01%Q2 202617
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
CIK 0001166152
$22M134K2.15%Q1 202618
GEORGE KAISER FAMILY FOUNDATION
CIK 0001265376
$22M134K2.44%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$21M129K0.05%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M127K0.03%Q1 2026
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