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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,600
shares
|
$358,340
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,574
shares
|
$356,314
0.0% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,564
shares
|
$355,535
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
4,548
shares
|
$354,289
0.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$351,640
0.19% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,499
shares
|
$350,472
0.03% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,398
shares
|
$342,604
0.01% of portfolio
|
Q1 2025
Added 4298.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,328
shares
|
$337,151
0.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
4,204
shares
|
$327,491
0.13% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,149
shares
|
$323,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,963
shares
|
$308,717
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,963
shares
|
$308,717
0.0% of portfolio
|
Q4 2024
Reduced 39.75%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,827
shares
|
$298,123
0.0% of portfolio
|
Q4 2024
Added 371.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,816
shares
|
$297,266
0.37% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$294,617
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
3,768
shares
|
$293,527
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,768
shares
|
$293,527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,741
shares
|
$291,423
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,606
shares
|
$280,907
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,561
shares
|
$277,401
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,549
shares
|
$276,467
0.04% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,542
shares
|
$275,921
0.02% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,477
shares
|
$270,858
0.0% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,271
shares
|
$254,810
0.01% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,228
shares
|
$251,461
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|