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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
194,222
shares
|
$15.9 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
192,588
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
190,435
shares
|
$15.6 Million
0.95% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
187,047
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
170,356
shares
|
$13.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
153,795
shares
|
$12.6 Million
9.26% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
153,687
shares
|
$12.6 Million
0.22% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
151,032
shares
|
$12.4 Million
5.01% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
140,555
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
130,841
shares
|
$10.7 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
|
$10.7 Million
4.38% of portfolio
|
Q1 2025
Added 75.33%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
119,449
shares
|
$9.78 Million
1.87% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
117,598
shares
|
$9.63 Million
0.03% of portfolio
|
Q1 2025
Added 90.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
104,853
shares
|
$8.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
102,423
shares
|
$8.38 Million
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
98,954
shares
|
$8.1 Million
0.67% of portfolio
|
Q1 2025
Added 729.18%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
70,559
shares
|
$5.78 Million
1.68% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
70,370
shares
|
$5.76 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
|
$5.75 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
68,771
shares
|
$5.63 Million
4.77% of portfolio
|
Q1 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
67,652
shares
|
$5.54 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
67,148
shares
|
$5.5 Million
2.49% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
57,142
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Added 248.89%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
55,894
shares
|
$4.58 Million
0.25% of portfolio
|
Q1 2025
Added 0.83%
|