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 199 institutions that hold shares in the stock, with a total of 50.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,360
shares
|
$362,403
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,328
shares
|
$359,743
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$356,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
4,291
shares
|
$356,667
0.01% of portfolio
|
Q3 2024
Reduced 98.52%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,204
shares
|
$349,436
0.13% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,952
shares
|
$328,490
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,856
shares
|
$320,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,816
shares
|
$317,185
0.37% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,807
shares
|
$316,437
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
3,768
shares
|
$313,196
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,768
shares
|
$313,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
3,741
shares
|
$310,951
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,640
shares
|
$302,556
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,606
shares
|
$299,730
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,542
shares
|
$294,411
0.02% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
3,406
shares
|
$283,106
0.2% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,328
shares
|
$276,623
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,314
shares
|
$275,459
0.05% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,305
shares
|
$274,711
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,268
shares
|
$271,636
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,220
shares
|
$267,646
0.01% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$262,908
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,141
shares
|
$261,079
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,120
shares
|
$259,334
0.03% of portfolio
|
Q4 2022
Added 2.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$255,095
0.04% of portfolio
|
Q2 2024
Reduced 34.76%
|