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 195 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
16,397
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,691
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,294
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
14,837
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
14,785
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,741
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 43.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
13,697
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,608
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
13,392
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
12,657
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
12,542
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 41.9%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
11,865
shares
|
$982,540
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
11,278
shares
|
$933,931
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,250
shares
|
$848,802
0.0% of portfolio
|
Q3 2023
Reduced 8.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
9,798
shares
|
$811,372
0.01% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$786,695
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
9,398
shares
|
$778,248
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,340
shares
|
$773,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,301
shares
|
$770,215
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
9,200
shares
|
$761,852
0.0% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
8,791
shares
|
$727,982
0.64% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
8,541
shares
|
$707,280
0.17% of portfolio
|
Q1 2024
Reduced 46.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
8,400
shares
|
$695,604
0.08% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
8,337
shares
|
$690,386
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,167
shares
|
$676,309
0.0% of portfolio
|
Q3 2024
New holding
|