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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,264
shares
|
$915,651
0.02% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
10,051
shares
|
$896,649
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,398
shares
|
$838,395
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
8,929
shares
|
$796,556
0.01% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,851
shares
|
$789,597
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
8,703
shares
|
$776,394
0.89% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,511
shares
|
$759,266
0.05% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,457
shares
|
$754,448
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
8,420
shares
|
$751,148
0.16% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,305
shares
|
$740,889
0.0% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
8,297
shares
|
$740,175
0.28% of portfolio
|
Q3 2025
Added 23.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,267
shares
|
$737,499
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,158
shares
|
$727,775
0.11% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$709,308
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,652
shares
|
$682,634
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
7,620
shares
|
$679,780
0.0% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,501
shares
|
$669,164
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,107
shares
|
$634,015
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,621
shares
|
$590,659
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
6,503
shares
|
$580,132
2.06% of portfolio
|
Q3 2025
Added 29.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,356
shares
|
$567,018
0.0% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,193
shares
|
$552,477
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,139
shares
|
$547,660
0.0% of portfolio
|
Q3 2025
Added 214.5%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
6,102
shares
|
$544,359
0.01% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,972
shares
|
$532,762
0.0% of portfolio
|
Q3 2025
Reduced 95.38%
|
|