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 231 institutions that hold shares in the stock, with a total of 49.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,709
shares
|
$314,708
0.24% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
3,607
shares
|
$306,053
0.19% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,606
shares
|
$305,969
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,585
shares
|
$304,187
0.0% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
3,561
shares
|
$302,150
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,549
shares
|
$301,132
0.04% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,323
shares
|
$281,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,228
shares
|
$273,895
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
3,220
shares
|
$273,217
0.01% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,194
shares
|
$271,010
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$268,380
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,153
shares
|
$267,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,145
shares
|
$266,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,141
shares
|
$266,513
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,120
shares
|
$264,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,046
shares
|
$258,453
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,023
shares
|
$256,501
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
3,019
shares
|
$256,162
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,961
shares
|
$251,240
0.0% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,854
shares
|
$242,161
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
2,852
shares
|
$241,992
0.13% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,641
shares
|
$224,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,632
shares
|
$223,325
0.03% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,632
shares
|
$223,325
0.1% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,622
shares
|
$222,476
0.03% of portfolio
|
Q1 2025
New holding
|