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 $4.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,564
shares
|
$384,425
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,477
shares
|
$377,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,360
shares
|
$367,242
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,334
shares
|
$365,052
0.13% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,293
shares
|
$361,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
3,987
shares
|
$335,825
0.03% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,952
shares
|
$332,876
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
3,901
shares
|
$328,581
0.29% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,856
shares
|
$324,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,807
shares
|
$320,663
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,768
shares
|
$317,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
3,768
shares
|
$317,378
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
3,741
shares
|
$315,104
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
3,662
shares
|
$308,450
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
3,640
shares
|
$306,597
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,606
shares
|
$303,733
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,568
shares
|
$300,532
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,476
shares
|
$292,783
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
3,406
shares
|
$286,887
0.2% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,328
shares
|
$280,317
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,305
shares
|
$278,380
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,268
shares
|
$275,263
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,220
shares
|
$271,220
0.01% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$266,419
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,122
shares
|
$262,966
0.05% of portfolio
|
Q3 2024
Reduced 5.45%
|