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 237 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
184,135
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
178,260
shares
|
$15.9 Million
4.46% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
174,655
shares
|
$15.6 Million
0.21% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
166,502
shares
|
$14.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
147,305
shares
|
$13.1 Million
4.86% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
134,374
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
130,841
shares
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
129,241
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
117,050
shares
|
$10.4 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
115,025
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
112,059
shares
|
$10 Million
6.02% of portfolio
|
Q3 2025
Added 28.89%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
93,990
shares
|
$8.38 Million
0.52% of portfolio
|
Q3 2025
Reduced 48.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
84,914
shares
|
$7.58 Million
0.0% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
80,661
shares
|
$7.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
78,570
shares
|
$7.01 Million
0.02% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
67,461
shares
|
$6.02 Million
4.46% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
66,614
shares
|
$5.94 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
66,388
shares
|
$5.92 Million
2.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
61,743
shares
|
$5.51 Million
1.3% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
60,431
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 70.33%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
57,990
shares
|
$5.17 Million
0.25% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
53,083
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
52,638
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
50,446
shares
|
$4.5 Million
0.32% of portfolio
|
Q3 2025
Added 0.53%
|
|