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 248 institutions that hold shares in the stock, with a total of 45.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
51,352
shares
|
$4.58 Million
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
50,283
shares
|
$4.49 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
49,531
shares
|
$4.42 Million
4.51% of portfolio
|
Q4 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
45,078
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
39,184
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
32,717
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
32,712
shares
|
$2.92 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
32,515
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
31,273
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Added 100.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,027
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Jan 28, 2026 Q4 2025 |
30,767
shares
|
$2.74 Million
2.39% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
30,672
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2025
Added 19.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
25,545
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
24,476
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2025
Added 52.73%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
24,247
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
22,780
shares
|
$2.03 Million
0.63% of portfolio
|
Q4 2020
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
22,416
shares
|
$2 Million
0.6% of portfolio
|
Q4 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Jan 29, 2026 Q4 2025 |
21,489
shares
|
$1.92 Million
1.77% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
21,056
shares
|
$1.88 Million
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
21,000
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.26%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,361
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,286
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,175
shares
|
$1.8 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19,648
shares
|
$1.75 Million
0.29% of portfolio
|
Q2 2023
Added 0.18%
|
|