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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
51,556
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
50,180
shares
|
$4.24 Million
0.32% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,862
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,525
shares
|
$3.17 Million
0.04% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
33,872
shares
|
$2.86 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
31,504
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,027
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
29,994
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
28,360
shares
|
$2.4 Million
2.47% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
25,740
shares
|
$2.18 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
24,309
shares
|
$2.06 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
23,223
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Aug 07, 2025 Q2 2025 |
22,780
shares
|
$1.93 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
22,780
shares
|
$1.93 Million
0.63% of portfolio
|
Q4 2020
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,338
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,175
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
19,996
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19,648
shares
|
$1.66 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
|
$1.58 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,694
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.29%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
17,705
shares
|
$1.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,565
shares
|
$1.48 Million
5.49% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,510
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
New holding
|