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 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
10,328,298
shares
|
$855 Million
2.48% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,120,765
shares
|
$672 Million
1.98% of portfolio
|
Q2 2023
Added 3.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
6,167,862
shares
|
$511 Million
1.75% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,770,716
shares
|
$478 Million
7.1% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,068,745
shares
|
$88.5 Million
0.81% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
956,054
shares
|
$79.1 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
859,955
shares
|
$71.2 Million
6.55% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
717,934
shares
|
$59.4 Million
1.07% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
485,314
shares
|
$40.2 Million
14.05% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
397,620
shares
|
$32.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
392,187
shares
|
$32.5 Million
0.57% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
309,180
shares
|
$25.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
247,238
shares
|
$20.5 Million
5.12% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
247,004
shares
|
$20.4 Million
0.27% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
242,024
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Added 38.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
230,468
shares
|
$19.1 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
227,714
shares
|
$18.9 Million
0.03% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
225,506
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
222,441
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
217,969
shares
|
$18 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
201,682
shares
|
$16.7 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
194,222
shares
|
$16.1 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
177,969
shares
|
$14.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
167,688
shares
|
$13.9 Million
0.72% of portfolio
|
Q4 2024
Added 1524.88%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
162,891
shares
|
$13.5 Million
8.8% of portfolio
|
Q4 2024
Reduced 2.93%
|