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 195 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,120
shares
|
$262,797
0.03% of portfolio
|
Q4 2022
Added 2.26%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,086
shares
|
$259,933
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$258,501
0.04% of portfolio
|
Q2 2024
Reduced 34.76%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,046
shares
|
$256,564
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,708
shares
|
$228,094
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,641
shares
|
$222,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,525
shares
|
$212,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,511
shares
|
$211,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,225
shares
|
$187,411
0.0% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,119
shares
|
$178,483
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,013
shares
|
$169,554
0.01% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,952
shares
|
$164,416
0.0% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,898
shares
|
$159,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,864
shares
|
$157,004
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,795
shares
|
$151,192
0.03% of portfolio
|
Q1 2023
Reduced 18.82%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,635
shares
|
$137,716
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,611
shares
|
$135,694
0.01% of portfolio
|
Q2 2023
Reduced 11.04%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$126,345
0.0% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,177
shares
|
$99,138
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$73,364
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
848
shares
|
$71,427
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
811
shares
|
$68,310
0.0% of portfolio
|
Q3 2024
Added 2034.21%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
767
shares
|
$64,604
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
649
shares
|
$54,665
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
619
shares
|
$52,138
0.0% of portfolio
|
Q3 2024
Added 112.71%
|