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 196 institutions that hold shares in the stock, with a total of 51.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,916
shares
|
$657,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
7,763
shares
|
$644,639
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
7,518
shares
|
$624,294
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,732
shares
|
$559,025
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,578
shares
|
$546,237
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
6,360
shares
|
$528,134
0.25% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,855
shares
|
$486,199
0.01% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
5,836
shares
|
$484,621
0.11% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,814
shares
|
$482,794
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,599
shares
|
$464,940
0.0% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,577
shares
|
$463,114
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,441
shares
|
$451,820
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,431
shares
|
$450,990
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
5,382
shares
|
$446,921
0.06% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,152
shares
|
$427,822
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,066
shares
|
$420,680
0.0% of portfolio
|
Q4 2023
Added 38869.23%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,040
shares
|
$418,521
0.0% of portfolio
|
Q4 2023
Added 26.73%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
4,753
shares
|
$394,689
0.15% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
4,689
shares
|
$389,374
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,633
shares
|
$384,724
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
4,600
shares
|
$381,984
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
4,567
shares
|
$379,243
0.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,564
shares
|
$378,994
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,477
shares
|
$371,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
4,426
shares
|
$367,535
0.14% of portfolio
|
Q3 2024
New holding
|