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 |
|---|---|---|---|---|---|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,996
shares
|
$249,027
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
2,873
shares
|
$238,803
0.15% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,708
shares
|
$225,088
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,641
shares
|
$219,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
2,548
shares
|
$211,789
0.06% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,525
shares
|
$209,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,511
shares
|
$208,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,225
shares
|
$184,942
0.0% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,102
shares
|
$174,718
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,952
shares
|
$162,250
0.0% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,898
shares
|
$157,761
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,889
shares
|
$157,013
0.01% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,864
shares
|
$154,935
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,795
shares
|
$149,200
0.03% of portfolio
|
Q1 2023
Reduced 18.82%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,635
shares
|
$135,901
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,611
shares
|
$133,906
0.01% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,500
shares
|
$124,680
0.0% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,177
shares
|
$97,832
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$72,397
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
848
shares
|
$70,485
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
811
shares
|
$67,410
0.0% of portfolio
|
Q3 2024
Added 2034.21%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
767
shares
|
$63,753
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
680
shares
|
$56,521
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
619
shares
|
$51,451
0.0% of portfolio
|
Q3 2024
Added 112.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
571
shares
|
$47,461
0.0% of portfolio
|
Q1 2020
Reduced 98.6%
|