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 248 institutions that hold shares in the stock, with a total of 45.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
19,247
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2025
Reduced 37.25%
|
|
|
M&T Bank Corp
|
Jan 28, 2026 Q4 2025 |
19,239
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2025
Added 304.78%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,226
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
17,570
shares
|
$1.57 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,565
shares
|
$1.57 Million
5.49% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,503
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Added 46.19%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
17,308
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
17,262
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2025
Added 2.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
17,005
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,716
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,113
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
16,113
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
15,678
shares
|
$1.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
15,392
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2025
Added 150.72%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
14,983
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
14,868
shares
|
$1.33 Million
1.02% of portfolio
|
Q3 2025
Added 43.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,858
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
14,460
shares
|
$1.29 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,275
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
13,925
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,922
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
13,704
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,421
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
13,200
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
12,848
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2025
Added 10.9%
|
|