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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
137
shares
|
$12,221
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$11,062
0.0% of portfolio
|
Q1 2022
Added 4.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
103
shares
|
$9,188
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
103
shares
|
$9,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
96
shares
|
$8,564
0.0% of portfolio
|
Q2 2025
Reduced 52.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
95
shares
|
$8,474
0.0% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
56
shares
|
$4,995
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
48
shares
|
$4,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
36
shares
|
$3,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28
shares
|
$2,497
0.0% of portfolio
|
Q3 2025
Reduced 51.72%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1
shares
|
$89
0.0% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|