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 208 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,032
shares
|
$625,692
0.02% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$619,382
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,901
shares
|
$615,487
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
7,518
shares
|
$585,652
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
7,064
shares
|
$550,285
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,023
shares
|
$547,091
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,973
shares
|
$543,196
0.01% of portfolio
|
Q4 2024
Added 109.53%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
6,733
shares
|
$524,500
0.13% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
6,491
shares
|
$505,648
0.18% of portfolio
|
Q4 2024
Added 46.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,349
shares
|
$494,587
0.0% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
6,280
shares
|
$489,212
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,193
shares
|
$482,434
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,883
shares
|
$458,285
0.01% of portfolio
|
Q4 2024
Added 31.4%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
5,836
shares
|
$454,624
0.11% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,814
shares
|
$452,910
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,588
shares
|
$435,305
0.01% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$423,853
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,431
shares
|
$423,074
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
5,382
shares
|
$419,257
0.06% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
5,376
shares
|
$418,790
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,186
shares
|
$403,989
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,115
shares
|
$398,458
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,066
shares
|
$394,641
0.0% of portfolio
|
Q4 2023
Added 38869.23%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,633
shares
|
$360,910
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,604
shares
|
$358,651
0.07% of portfolio
|
Q1 2025
Added 38.93%
|