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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
17,308
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
16,888
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,587
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
16,512
shares
|
$1.35 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,753
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,748
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 40.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,578
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 65.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
15,294
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
14,989
shares
|
$1.23 Million
0.07% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
14,913
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Reduced 49.91%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,847
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,535
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.29%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
14,295
shares
|
$1.17 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,061
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
13,980
shares
|
$1.14 Million
0.11% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,780
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
11,743
shares
|
$961,281
0.08% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,690
shares
|
$956,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
11,640
shares
|
$952,850
0.06% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,666
shares
|
$873,118
0.01% of portfolio
|
Q1 2025
Added 19.52%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
10,610
shares
|
$868,534
0.0% of portfolio
|
Q1 2025
Added 633.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
10,220
shares
|
$836,609
0.0% of portfolio
|
Q1 2025
Added 359.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,500
shares
|
$777,670
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
9,483
shares
|
$776,278
0.49% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
9,398
shares
|
$769,320
0.09% of portfolio
|
Q1 2022
New holding
|