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 198 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
180,592
shares
|
$15 Million
0.1% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
174,887
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
170,785
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
167,816
shares
|
$13.9 Million
10.19% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
160,042
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Added 5583.31%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
158,914
shares
|
$13.2 Million
4.66% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
148,992
shares
|
$12.4 Million
0.21% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
130,841
shares
|
$10.9 Million
0.07% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
127,913
shares
|
$10.6 Million
1.86% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
104,734
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
97,649
shares
|
$8.12 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
91,892
shares
|
$7.64 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
90,236
shares
|
$7.5 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
82,393
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
75,746
shares
|
$6.3 Million
1.67% of portfolio
|
Q4 2024
Added 875.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,013
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2024
Added 333.77%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
69,789
shares
|
$5.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
68,762
shares
|
$5.72 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,373
shares
|
$5.1 Million
0.02% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
55,434
shares
|
$4.61 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
50,179
shares
|
$4.17 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
41,969
shares
|
$3.49 Million
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
39,049
shares
|
$3.25 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.91%
|