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 |
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
2,494
shares
|
$218,175
0.06% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,471
shares
|
$216,163
0.16% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,439
shares
|
$213,363
0.0% of portfolio
|
Q2 2025
Added 2703.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,436
shares
|
$213,101
0.03% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,418
shares
|
$211,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,415
shares
|
$211,264
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,387
shares
|
$208,814
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,377
shares
|
$207,939
0.0% of portfolio
|
Q2 2025
Added 2512.09%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
2,352
shares
|
$205,752
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,948
shares
|
$170,411
0.01% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,830
shares
|
$160,088
0.12% of portfolio
|
Q2 2025
Added 169.12%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,795
shares
|
$157,026
0.03% of portfolio
|
Q1 2023
Reduced 18.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$139,618
0.05% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,578
shares
|
$138,043
0.01% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,435
shares
|
$125,533
0.02% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,341
shares
|
$117,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,330
shares
|
$116,348
0.01% of portfolio
|
Q3 2025
Reduced 34.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,318
shares
|
$115,298
0.0% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,177
shares
|
$102,963
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,025
shares
|
$89,667
0.0% of portfolio
|
Q2 2025
Added 157.54%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,013
shares
|
$88,617
0.0% of portfolio
|
Q2 2025
Reduced 46.63%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$87,480
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$87,480
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
913
shares
|
$79,869
0.0% of portfolio
|
Q2 2025
Reduced 81.88%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$76,195
0.04% of portfolio
|
Q2 2024
New holding
|