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 195 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,602,536
shares
|
$893 Million
2.58% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,120,765
shares
|
$684 Million
1.98% of portfolio
|
Q2 2023
Added 3.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,854,915
shares
|
$577 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
6,314,185
shares
|
$532 Million
7.86% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,019,497
shares
|
$507 Million
0.16% of portfolio
|
Q3 2024
Added 30395.45%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
2,150,162
shares
|
$181 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,040,613
shares
|
$87.7 Million
0.87% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
859,955
shares
|
$72.4 Million
6.55% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
785,458
shares
|
$66.2 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
526,187
shares
|
$44.3 Million
15.19% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
441,503
shares
|
$37.2 Million
0.02% of portfolio
|
Q3 2024
Added 743.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
440,282
shares
|
$37.1 Million
0.08% of portfolio
|
Q3 2024
Added 557.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
379,360
shares
|
$32 Million
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
370,938
shares
|
$31.2 Million
1.09% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
346,962
shares
|
$29.2 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
300,918
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
290,614
shares
|
$24.5 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
242,526
shares
|
$20.4 Million
0.25% of portfolio
|
Q3 2024
Added 528.47%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
239,920
shares
|
$20.2 Million
5.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
237,753
shares
|
$20 Million
16.49% of portfolio
|
Q3 2024
Reduced 58.95%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
230,468
shares
|
$19.4 Million
0.37% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
221,245
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
220,716
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 46.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
194,621
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
194,222
shares
|
$16.4 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.37%
|