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 226 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
12,631,293
shares
|
$1.07 Billion
2.79% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,120,765
shares
|
$687 Million
1.98% of portfolio
|
Q2 2023
Added 3.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
6,568,250
shares
|
$555 Million
2.27% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
6,207,939
shares
|
$525 Million
8.06% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,017,400
shares
|
$86 Million
0.73% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
999,539
shares
|
$84.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
859,955
shares
|
$72.7 Million
6.55% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
553,731
shares
|
$46.8 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
532,559
shares
|
$45 Million
2.43% of portfolio
|
Q2 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
509,205
shares
|
$43 Million
11.64% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
471,432
shares
|
$39.9 Million
0.72% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
465,765
shares
|
$39.4 Million
15.28% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
387,274
shares
|
$32.7 Million
0.07% of portfolio
|
Q2 2025
Added 8319.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
303,263
shares
|
$25.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
298,492
shares
|
$25.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
256,923
shares
|
$21.7 Million
5.18% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
253,062
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
247,717
shares
|
$20.9 Million
5.42% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
238,514
shares
|
$20.2 Million
0.29% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
230,468
shares
|
$19.5 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
221,662
shares
|
$18.7 Million
1.04% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
208,398
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
203,661
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
203,059
shares
|
$17.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
194,222
shares
|
$16.4 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.37%
|