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 196 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
192,556
shares
|
$16.4 Million
0.06% of portfolio
|
Q3 2024
Added 220.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
180,592
shares
|
$15.4 Million
0.1% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
174,887
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
170,785
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
167,816
shares
|
$14.3 Million
10.19% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
160,042
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 5583.31%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
152,306
shares
|
$13 Million
0.68% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
151,652
shares
|
$12.9 Million
4.67% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
145,752
shares
|
$12.4 Million
0.22% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
125,626
shares
|
$10.7 Million
1.91% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
104,734
shares
|
$8.92 Million
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
103,638
shares
|
$8.83 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
97,649
shares
|
$8.32 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
90,236
shares
|
$7.69 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
82,393
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
80,757
shares
|
$6.88 Million
2.59% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
78,347
shares
|
$6.67 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,013
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2024
Added 333.77%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
69,789
shares
|
$5.94 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
61,747
shares
|
$5.26 Million
0.25% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,373
shares
|
$5.23 Million
0.02% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
50,629
shares
|
$4.31 Million
0.35% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
48,031
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Added 7111.86%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
42,950
shares
|
$3.66 Million
0.04% of portfolio
|
Q3 2024
New holding
|