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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
3,768
shares
|
$336,143
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
3,741
shares
|
$333,734
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,606
shares
|
$321,691
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,543
shares
|
$316,071
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
3,517
shares
|
$313,751
0.08% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
3,411
shares
|
$304,295
0.02% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$302,421
0.01% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
3,353
shares
|
$299,121
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,343
shares
|
$298,229
0.01% of portfolio
|
Q3 2025
Reduced 19.41%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,330
shares
|
$297,069
0.17% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$282,171
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
3,141
shares
|
$280,208
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,125
shares
|
$278,781
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,105
shares
|
$276,997
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
3,086
shares
|
$275,302
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
3,067
shares
|
$273,607
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,046
shares
|
$271,733
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,045
shares
|
$271,644
0.0% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,017
shares
|
$269,146
0.02% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,870
shares
|
$256,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,822
shares
|
$251,750
0.01% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,641
shares
|
$235,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,574
shares
|
$229,626
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,570
shares
|
$229,269
0.01% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
2,525
shares
|
$225,255
0.0% of portfolio
|
Q1 2025
New holding
|
|