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 229 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
51,556
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
50,180
shares
|
$4.39 Million
0.32% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,862
shares
|
$3.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,525
shares
|
$3.28 Million
0.04% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
33,077
shares
|
$2.89 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
31,504
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,027
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
28,360
shares
|
$2.48 Million
2.47% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
25,740
shares
|
$2.25 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
24,309
shares
|
$2.13 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
23,223
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
22,780
shares
|
$1.99 Million
0.63% of portfolio
|
Q4 2020
New holding
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Aug 07, 2025 Q2 2025 |
22,780
shares
|
$1.99 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
20,814
shares
|
$1.82 Million
1.69% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,338
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,175
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
20,072
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2025
Added 97.73%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19,648
shares
|
$1.72 Million
0.29% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,694
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.29%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,226
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
17,705
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,565
shares
|
$1.54 Million
5.49% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,510
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
New holding
|