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Public ownership evidence

iShares Russell Top 200 Value ETF (IWX) Ownership Disclosures

Read IWX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2940,306$3,312,369None
Legacy Edge Advisors, LLC2025-09-302026-08-272,414$212,142None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,621$380,785None
Legacy Edge Advisors, LLC2025-03-312026-08-183,059$251,389None
Parvin Asset Management, LLC2026-06-302026-08-182,197$231,037None
FSA Advisors, Inc.2026-06-302026-08-186,369$669,753None
Equitable Holdings, Inc.2026-06-302026-08-184,775$502,170None
Proficio Capital Partners LLC2026-06-302026-08-18692,856$72,860,783None
GTS FINANCIAL, LLC2026-06-302026-08-1575,271$6,337,065None
EFG International AG2026-06-302026-08-151,110$116,728None
Vantage Point Financial LLC2026-06-302026-08-154,407$463,440None
Advyzon Investment Management, LLC2026-06-302026-08-153,774$396,913None
Perennial Investment Advisors, LLC2026-06-302026-08-152,415$253,961None
Foundations Investment Advisors, LLC2026-06-302026-08-1511,736$1,234,176None
Qube Research & Technologies Ltd2026-06-302026-08-151,749$183,925None
IFG Advisory, LLC2026-06-302026-08-15600$63,096None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,191$1,281,956None
OSAIC HOLDINGS, INC.2026-06-302026-08-1572,786$7,654,637None
Orion Porfolio Solutions, LLC2026-06-302026-08-15217,189$22,839,551None
HRT FINANCIAL LP2026-06-302026-08-1515,497$1,629,000None
GTS SECURITIES LLC2026-06-302026-08-153,882$408,231None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,045$951,172None
Index Technologies Group LLC2026-06-302026-08-158,780$923,305None
Quantum Portfolio Management LLC2026-06-302026-08-1510,690$1,124,160None
Maloon Powers Pitre Higgins & Dennehy, LLC2026-06-302026-08-153,977$418,265None
Waverly Advisors, LLC2026-06-302026-08-15216,815$22,800,317None
BROWN ADVISORY INC2026-06-302026-08-1517,444$1,834,411None
Financial Engines Advisors L.L.C.2026-06-302026-08-152,635$277,097None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1524,840$2,606,710None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,029$108,210None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15413,001$44,321,976None
Ausdal Financial Partners, Inc.2026-06-302026-08-157,560$795,001None
Ausdal Financial Partners, Inc.2026-06-302026-08-158,271$869,778None
MAI Capital Management2026-06-302026-08-154,067$427,641None
MAI Capital Management2026-06-302026-08-153,082$324,134None
Pinnacle Financial Partners, Inc.2026-06-302026-08-154,093$430,419None
Pinnacle Financial Partners, Inc.2026-06-302026-08-154,021$422,878None
Pinnacle Financial Partners, Inc.2026-06-302026-08-156,838$719,084None
Cerity Partners LLC2026-06-302026-08-152,641$277,776None
Cresset Asset Management, LLC2026-06-302026-08-1513,321$1,400,836None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-153,768$396,243None
ROYAL BANK OF CANADA2026-06-302026-08-15103,754$10,911,000None
ROYAL BANK OF CANADA2026-06-302026-08-1533$3,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,012$212,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-159,757$1,026,046None
World Investment Advisors2026-06-302026-08-1527,684$2,821,809None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1539,500$4,153,820None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1516,535$1,738,821None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,290$240,816None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1578,497$8,254,742None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Legacy Edge Advisors, LLC ↗Beacon Pointe Advisors, LLC ↗Legacy Edge Advisors, LLC ↗Parvin Asset Management, LLC ↗FSA Advisors, Inc. ↗Equitable Holdings, Inc. ↗Proficio Capital Partners LLC ↗GTS FINANCIAL, LLC ↗EFG International AG ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.