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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
17,483
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
17,308
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,005
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,247
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,748
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 40.82%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
15,678
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
15,672
shares
|
$1.32 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,584
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
14,949
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,187
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
14,061
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
13,809
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
13,366
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Added 149.41%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
13,264
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,071
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,973
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,203
shares
|
$947,101
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
10,855
shares
|
$917,681
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,564
shares
|
$893,080
0.02% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
10,384
shares
|
$877,863
0.76% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,311
shares
|
$871,691
0.0% of portfolio
|
Q2 2025
Added 210.29%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
10,246
shares
|
$866,196
0.36% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
10,220
shares
|
$863,998
0.0% of portfolio
|
Q1 2025
Added 359.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
10,151
shares
|
$858,165
0.07% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
9,800
shares
|
$828,492
0.0% of portfolio
|
Q2 2025
New holding
|