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 226 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
186,379
shares
|
$15.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
183,593
shares
|
$15.5 Million
0.68% of portfolio
|
Q2 2025
Added 85.53%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
181,516
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
169,485
shares
|
$14.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
168,732
shares
|
$14.3 Million
0.22% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
159,893
shares
|
$13.5 Million
4.37% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
146,932
shares
|
$12.4 Million
4.74% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
135,957
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
130,841
shares
|
$11.1 Million
0.07% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
129,100
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 728.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
118,934
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
117,978
shares
|
$9.97 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
99,635
shares
|
$8.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
86,942
shares
|
$7.35 Million
6.39% of portfolio
|
Q2 2025
Reduced 43.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
79,514
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.27%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
79,489
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
75,178
shares
|
$6.36 Million
0.02% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
68,075
shares
|
$5.76 Million
1.44% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
67,162
shares
|
$5.68 Million
4.48% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
67,148
shares
|
$5.68 Million
2.49% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
66,882
shares
|
$5.65 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,767
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
60,826
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2025
Added 156.49%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
55,778
shares
|
$4.72 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
53,597
shares
|
$4.53 Million
0.01% of portfolio
|
Q2 2025
Added 57.89%
|