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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,294
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,847
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
14,295
shares
|
$1.11 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,182
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,998
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
13,980
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,946
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.36%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,840
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,076
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
12,753
shares
|
$993,458
0.0% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
12,497
shares
|
$973,516
0.09% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
11,653
shares
|
$907,768
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
11,640
shares
|
$906,756
0.06% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,183
shares
|
$871,155
0.0% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
9,862
shares
|
$768,249
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,500
shares
|
$740,050
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
9,483
shares
|
$738,725
0.49% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
9,398
shares
|
$732,104
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,924
shares
|
$695,179
0.01% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
8,791
shares
|
$684,818
0.65% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
8,555
shares
|
$666,434
0.0% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,427
shares
|
$656,463
0.18% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
8,420
shares
|
$655,918
0.18% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
8,400
shares
|
$654,360
0.07% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
8,205
shares
|
$639,169
0.66% of portfolio
|
Q1 2025
New holding
|