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 |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
3,220
shares
|
$250,838
0.01% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$246,397
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,145
shares
|
$244,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,143
shares
|
$244,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
3,141
shares
|
$244,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,046
shares
|
$237,283
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$229,337
0.14% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,708
shares
|
$210,953
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,641
shares
|
$205,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,632
shares
|
$205,032
0.03% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,607
shares
|
$203,085
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
2,548
shares
|
$198,489
0.06% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,532
shares
|
$197,242
0.1% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,462
shares
|
$191,789
0.16% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,225
shares
|
$173,327
0.0% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,102
shares
|
$163,745
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,898
shares
|
$147,854
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,896
shares
|
$147,698
0.01% of portfolio
|
Q4 2024
Added 637.74%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,889
shares
|
$147,153
0.01% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,795
shares
|
$139,830
0.03% of portfolio
|
Q1 2023
Reduced 18.82%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,635
shares
|
$127,366
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,480
shares
|
$115,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,425
shares
|
$111,007
0.03% of portfolio
|
Q4 2024
Reduced 23.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,177
shares
|
$91,688
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,173
shares
|
$91,376
0.0% of portfolio
|
Q1 2025
New holding
|