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Who Owns iShares Russell Top 200 Value ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell Top 200 Value ETF.

Who crossed 5% of IWX →
Managers holding
9
as of 2026-09-30
Reported value
$40.5M
summed across filings
Shares held
369.9K
Added vs trimmed
4 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
RTD Financial Advisors, Inc.RUS TP200 VL ETF289.5K shadded$31.7M
SigFig Wealth Management, LLCRUS TP200 VL ETF35K shtrimmed$3.8M
Farther Finance Advisors, LLCETF20K shtrimmed$2.2M
Venture Visionary Partners LLCRUS TP200 VL ETF15.2K shadded$1.7M
KFA Private Wealth Group, LLCRUS TP200 VL ETF6K shadded$653.9K
EASTERN BANKRUS TP200 VL ETF1.8K shtrimmed$199.2K
CoreCap Advisors, LLCETF1.4K shadded$155.6K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund775 shheld$84.9K
ARMSTRONG ADVISORY GROUP, INCRUS TP200 VL ETF171 shheld$18.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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