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 $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
158,914
shares
|
$12.7 Million
4.66% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
148,992
shares
|
$11.9 Million
0.21% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
134,356
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
130,841
shares
|
$10.5 Million
0.07% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
127,913
shares
|
$10.2 Million
1.86% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
107,444
shares
|
$8.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
102,055
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
91,892
shares
|
$7.36 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
80,890
shares
|
$6.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 81.68%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
75,746
shares
|
$6.06 Million
1.67% of portfolio
|
Q4 2024
Added 875.61%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
74,250
shares
|
$5.94 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
68,156
shares
|
$5.46 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
67,686
shares
|
$5.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 84.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
66,046
shares
|
$5.29 Million
0.02% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
61,868
shares
|
$4.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 67.87%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
56,356
shares
|
$4.51 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
55,434
shares
|
$4.44 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
52,103
shares
|
$4.17 Million
2.25% of portfolio
|
Q4 2024
Added 1268.61%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
50,179
shares
|
$4.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
45,425
shares
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
40,442
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
39,049
shares
|
$3.13 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
37,164
shares
|
$2.97 Million
0.05% of portfolio
|
Q4 2024
Added 1.39%
|