Institutional Ownership Ishares Tr Russell 200 Value E (IWX)
This table provides information about the institutional ownership of Ishares Tr Russell 200 Value E (IWX). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,145,832
shares
|
$1.08 Billion
2.62% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,120,765
shares
|
$724 Million
1.98% of portfolio
|
Q2 2023
Added 3.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
6,238,637
shares
|
$557 Million
2.3% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
5,906,356
shares
|
$527 Million
9.29% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,047,957
shares
|
$93.5 Million
0.68% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
993,446
shares
|
$88.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
859,955
shares
|
$76.7 Million
6.55% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
553,731
shares
|
$49.4 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
545,667
shares
|
$48.7 Million
2.64% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
487,300
shares
|
$43.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
486,330
shares
|
$43.4 Million
15.24% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
441,747
shares
|
$39.4 Million
15.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
405,527
shares
|
$36.2 Million
10.52% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
333,109
shares
|
$29.7 Million
0.01% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
316,629
shares
|
$28.2 Million
0.0% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
275,939
shares
|
$24.6 Million
5.43% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
260,937
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
249,562
shares
|
$22.3 Million
0.32% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
249,128
shares
|
$22.2 Million
1.11% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
245,679
shares
|
$21.9 Million
5.16% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
237,399
shares
|
$21.2 Million
0.0% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
230,468
shares
|
$20.6 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
207,652
shares
|
$18.5 Million
0.19% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
194,222
shares
|
$17.3 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
184,990
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|