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 208 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
153,795
shares
|
$12 Million
9.26% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
151,032
shares
|
$11.8 Million
5.01% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
148,992
shares
|
$11.6 Million
0.21% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
134,356
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
130,841
shares
|
$10.2 Million
0.07% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
130,183
shares
|
$10.1 Million
4.38% of portfolio
|
Q1 2025
Added 75.33%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
127,913
shares
|
$9.96 Million
1.86% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
107,444
shares
|
$8.37 Million
0.0% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
102,055
shares
|
$7.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
98,954
shares
|
$7.71 Million
0.67% of portfolio
|
Q1 2025
Added 729.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
80,890
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 81.68%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
70,559
shares
|
$5.5 Million
1.68% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
70,370
shares
|
$5.48 Million
0.02% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
70,194
shares
|
$5.47 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
68,156
shares
|
$5.31 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
67,686
shares
|
$5.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 84.63%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
67,148
shares
|
$5.23 Million
2.49% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
61,868
shares
|
$4.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 67.87%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
55,434
shares
|
$4.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
54,691
shares
|
$4.26 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
52,103
shares
|
$4.06 Million
2.25% of portfolio
|
Q4 2024
Added 1268.61%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
50,180
shares
|
$3.91 Million
0.34% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
45,425
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|