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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
41,454
shares
|
$3.23 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
40,442
shares
|
$3.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
37,783
shares
|
$2.94 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
36,371
shares
|
$2.83 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
33,650
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,660
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 137.68%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,027
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
30,855
shares
|
$2.4 Million
2.7% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
29,772
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
26,270
shares
|
$2.05 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
22,780
shares
|
$1.77 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
22,780
shares
|
$1.77 Million
0.63% of portfolio
|
Q4 2020
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,851
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
20,793
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
20,520
shares
|
$1.6 Million
0.15% of portfolio
|
Q4 2024
Added 25.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
20,514
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,175
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,753
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19,648
shares
|
$1.53 Million
0.29% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
19,146
shares
|
$1.49 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,565
shares
|
$1.37 Million
5.49% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
17,308
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
16,761
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Added 48.62%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
16,551
shares
|
$1.29 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
16,378
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.57%
|