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 238 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,972
shares
|
$532,762
0.0% of portfolio
|
Q3 2025
Reduced 95.38%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
5,924
shares
|
$528,480
0.03% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,844
shares
|
$521,343
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,836
shares
|
$520,629
0.1% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,770
shares
|
$514,741
0.01% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
5,667
shares
|
$505,553
0.39% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,579
shares
|
$497,702
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,441
shares
|
$485,391
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,348
shares
|
$477,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
5,000
shares
|
$446,049
0.04% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,983
shares
|
$444,533
0.01% of portfolio
|
Q3 2025
Added 538.85%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,753
shares
|
$424,015
0.0% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,678
shares
|
$417,324
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,633
shares
|
$413,309
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,594
shares
|
$409,830
0.06% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
4,564
shares
|
$407,154
0.11% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,564
shares
|
$407,154
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,515
shares
|
$402,783
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,398
shares
|
$392,345
0.01% of portfolio
|
Q1 2025
Added 4298.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,345
shares
|
$387,617
0.08% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,900
shares
|
$347,919
0.05% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,874
shares
|
$345,599
0.0% of portfolio
|
Q3 2025
Added 24.13%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,869
shares
|
$345,153
0.0% of portfolio
|
Q3 2025
Reduced 24.17%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,844
shares
|
$342,923
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,768
shares
|
$336,143
0.0% of portfolio
|
Q2 2024
New holding
|
|