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 |
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
848
shares
|
$74,183
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
780
shares
|
$68,234
0.0% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
745
shares
|
$65,172
0.0% of portfolio
|
Q4 2024
Reduced 53.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
674
shares
|
$58,961
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
632
shares
|
$55,287
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
571
shares
|
$49,951
0.0% of portfolio
|
Q1 2020
Reduced 98.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
538
shares
|
$47,064
0.0% of portfolio
|
Q3 2025
Added 195.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
410
shares
|
$35,866
0.0% of portfolio
|
Q2 2025
Reduced 38.44%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
406
shares
|
$35,516
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
400
shares
|
$34,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
366
shares
|
$32,017
0.0% of portfolio
|
Q2 2025
Reduced 65.11%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
294
shares
|
$25,719
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
270
shares
|
$23,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
267
shares
|
$23,357
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
256
shares
|
$22,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
220
shares
|
$19,245
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
203
shares
|
$17,758
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
186
shares
|
$16,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
174
shares
|
$15,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
160
shares
|
$13,996
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
137
shares
|
$11,984
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$10,847
0.0% of portfolio
|
Q1 2022
Added 4.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
103
shares
|
$9,010
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
103
shares
|
$9,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
96
shares
|
$8,398
0.0% of portfolio
|
Q2 2025
Reduced 52.24%
|