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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
54,691
shares
|
$4.48 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
52,537
shares
|
$4.3 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
50,180
shares
|
$4.11 Million
0.34% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
41,956
shares
|
$3.43 Million
0.04% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
41,454
shares
|
$3.39 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
38,608
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Added 178.96%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
37,783
shares
|
$3.09 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
36,371
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,946
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,027
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
28,988
shares
|
$2.37 Million
3.75% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
28,560
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 39.22%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
25,167
shares
|
$2.06 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
23,740
shares
|
$1.94 Million
0.17% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,715
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 70.05%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
22,780
shares
|
$1.86 Million
0.63% of portfolio
|
Q4 2020
New holding
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
May 09, 2025 Q1 2025 |
22,780
shares
|
$1.86 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,554
shares
|
$1.76 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
20,838
shares
|
$1.71 Million
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,175
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,026
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19,648
shares
|
$1.61 Million
0.29% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
18,748
shares
|
$1.53 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,565
shares
|
$1.44 Million
5.49% of portfolio
|
Q3 2024
Reduced 8.35%
|