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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,607
shares
|
$221,203
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
2,548
shares
|
$216,197
0.06% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,525
shares
|
$214,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,471
shares
|
$209,664
0.16% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,095
shares
|
$177,760
0.01% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,019
shares
|
$171,312
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,952
shares
|
$165,627
0.0% of portfolio
|
Q1 2025
Reduced 43.86%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,898
shares
|
$161,045
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,878
shares
|
$159,348
0.01% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,830
shares
|
$155,275
0.12% of portfolio
|
Q2 2025
Added 169.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,820
shares
|
$154,427
0.02% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,795
shares
|
$152,305
0.03% of portfolio
|
Q1 2023
Reduced 18.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$135,420
0.05% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,177
shares
|
$99,868
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,173
shares
|
$99,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,150
shares
|
$97,577
0.0% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$84,850
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$73,904
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
848
shares
|
$71,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
828
shares
|
$70,255
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
801
shares
|
$67,964
0.0% of portfolio
|
Q1 2025
Added 121.88%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
778
shares
|
$66,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
745
shares
|
$63,213
0.0% of portfolio
|
Q4 2024
Reduced 53.76%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
714
shares
|
$60,582
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
666
shares
|
$56,510
0.0% of portfolio
|
Q1 2025
Added 126.53%
|