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 234 institutions that hold shares in the stock, with a total of 49.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
11,158,373
shares
|
$913 Million
2.87% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,120,765
shares
|
$665 Million
1.98% of portfolio
|
Q2 2023
Added 3.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,271,190
shares
|
$513 Million
2.17% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,842,083
shares
|
$478 Million
8.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,085,345
shares
|
$334 Million
0.11% of portfolio
|
Q1 2025
Added 8893.6%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,250,520
shares
|
$102 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,036,229
shares
|
$84.8 Million
0.35% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,011,637
shares
|
$82.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
859,955
shares
|
$70.4 Million
6.55% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
624,829
shares
|
$51.1 Million
0.02% of portfolio
|
Q1 2025
Added 672.44%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
553,731
shares
|
$45.3 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
486,744
shares
|
$39.8 Million
15.58% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
421,274
shares
|
$34.5 Million
0.66% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
417,093
shares
|
$34.1 Million
10.67% of portfolio
|
Q1 2025
Added 353.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
355,537
shares
|
$29.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
344,708
shares
|
$28.2 Million
0.06% of portfolio
|
Q1 2025
Added 409.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
302,224
shares
|
$24.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
254,298
shares
|
$20.8 Million
5.55% of portfolio
|
Q1 2025
Added 2082.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
253,062
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
246,480
shares
|
$20.2 Million
5.74% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
238,190
shares
|
$19.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
231,909
shares
|
$19 Million
0.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
230,468
shares
|
$18.9 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
225,343
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
204,237
shares
|
$16.7 Million
0.21% of portfolio
|
Q1 2025
Added 1.27%
|