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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
506
shares
|
$42,058
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
433
shares
|
$35,990
0.0% of portfolio
|
Q3 2024
Added 56.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
400
shares
|
$33,248
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
366
shares
|
$30,421
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
350
shares
|
$29,092
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
294
shares
|
$24,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
267
shares
|
$22,193
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
257
shares
|
$21,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
244
shares
|
$20,281
0.01% of portfolio
|
Q4 2024
Added 144.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
243
shares
|
$20,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
201
shares
|
$16,707
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
186
shares
|
$15,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
160
shares
|
$13,299
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
159
shares
|
$13,216
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$10,306
0.0% of portfolio
|
Q1 2022
Added 4.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
103
shares
|
$8,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$8,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
91
shares
|
$7,563
0.0% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
87
shares
|
$7,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
79
shares
|
$6,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
77
shares
|
$6,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
68
shares
|
$5,652
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
51
shares
|
$4,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
48
shares
|
$3,989
0.0% of portfolio
|
Q4 2024
Reduced 98.62%
|