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

ISHARES RUSSELL TOP 200 ETF

235 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·235 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.6%
vs prior quarter
13F value held
$959M
58.0% inst. owned
of float
Holders
235
-66 QoQ
filers reporting
Activity
+46 / −6
+764 added · −697 reduced
this quarter
Concentration
11.71%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

235 institutions reported IWL in Q1 2026. MORGAN STANLEY leads at 11.7% of the visible book. -66 net institutions QoQ — distribution reading.

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
Gilbert & Cook, Inc.
CIK 0001675762
$83M516K10.70%Q1 202604
TOMPKINS FINANCIAL CORP
CIK 0001005817
$80M499K6.38%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
FreeGulliver LLC
CIK 0002032561
$35M216K14.60%Q1 202611
Reliant Wealth Planning
CIK 0001823393
$33M207K10.04%Q1 202612
Heck Capital Advisors, LLC
CIK 0002046227
$33M205K2.44%Q1 202613
SEARCY FINANCIAL SERVICES INC /ADV
CIK 0000354923
$29M182K10.83%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$29M183K0.00%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$25M156K0.00%Q1 202616
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
CIK 0001166152
$22M134K2.15%Q1 202617
GEORGE KAISER FAMILY FOUNDATION
CIK 0001265376
$22M134K2.44%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M127K0.03%Q1 202619
MANCHESTER FINANCIAL INC
CIK 0000866590
$19M120K3.68%Q1 202620
Equitable Holdings, Inc.
CIK 0001333986
$17M98K0.11%Q1 2026
Page 1 of 12
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