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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 23, 2026 Q4 2025 |
12,199
shares
|
$1.09 Million
0.56% of portfolio
|
Q4 2025
Added 7.38%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,671
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
11,362
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,203
shares
|
$999,419
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
11,132
shares
|
$993,085
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,100
shares
|
$990,230
0.0% of portfolio
|
Q3 2025
Reduced 81.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,601
shares
|
$945,715
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,376
shares
|
$925,642
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,264
shares
|
$915,651
0.02% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
10,051
shares
|
$896,649
0.01% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,398
shares
|
$838,395
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
9,278
shares
|
$827,690
2.31% of portfolio
|
Q4 2025
Added 9.97%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
9,214
shares
|
$821,980
0.02% of portfolio
|
Q4 2025
Added 3499.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,851
shares
|
$789,597
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 26, 2026 Q4 2025 |
8,736
shares
|
$779,338
0.24% of portfolio
|
Q4 2025
Added 5.29%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
8,703
shares
|
$776,394
0.89% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
8,573
shares
|
$764,797
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,511
shares
|
$759,266
0.05% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
8,420
shares
|
$751,148
0.16% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
8,305
shares
|
$740,889
0.0% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,267
shares
|
$737,499
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,158
shares
|
$727,775
0.11% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
8,132
shares
|
$725,455
0.09% of portfolio
|
Q4 2025
Reduced 3.84%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$709,308
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
7,652
shares
|
$682,634
0.01% of portfolio
|
Q2 2025
New holding
|
|