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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9,280
shares
|
$759,660
0.34% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
8,908
shares
|
$729,208
0.83% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
8,851
shares
|
$724,542
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
8,791
shares
|
$719,631
0.65% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,562
shares
|
$700,885
0.02% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
8,555
shares
|
$700,312
0.0% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,540
shares
|
$699,084
0.0% of portfolio
|
Q1 2025
Added 115.49%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
8,457
shares
|
$692,290
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
8,420
shares
|
$689,261
0.18% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
8,205
shares
|
$671,661
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
8,000
shares
|
$654,880
0.07% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$650,868
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,691
shares
|
$629,585
0.0% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,397
shares
|
$605,518
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
7,064
shares
|
$578,259
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,023
shares
|
$574,902
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
6,764
shares
|
$553,701
0.2% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
6,280
shares
|
$514,080
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,193
shares
|
$506,958
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,013
shares
|
$492,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,000
shares
|
$491,160
0.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,878
shares
|
$481,173
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
5,836
shares
|
$477,734
0.11% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,771
shares
|
$472,414
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,441
shares
|
$445,400
0.0% of portfolio
|
Q1 2024
Added 3.94%
|