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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,100
shares
|
$85,690
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
989
shares
|
$77,043
0.0% of portfolio
|
Q4 2024
Reduced 76.96%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
936
shares
|
$72,914
0.0% of portfolio
|
Q4 2024
Reduced 88.52%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$67,850
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
848
shares
|
$66,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
767
shares
|
$59,749
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
745
shares
|
$58,035
0.0% of portfolio
|
Q4 2024
Reduced 53.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
730
shares
|
$56,867
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
680
shares
|
$52,972
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
571
shares
|
$44,480
0.0% of portfolio
|
Q1 2020
Reduced 98.6%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
506
shares
|
$39,417
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
406
shares
|
$31,627
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
400
shares
|
$31,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
366
shares
|
$28,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
361
shares
|
$28,121
0.0% of portfolio
|
Q4 2024
Added 48.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
350
shares
|
$27,265
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
294
shares
|
$22,902
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
294
shares
|
$22,902
0.0% of portfolio
|
Q4 2024
Reduced 52.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
277
shares
|
$21,578
0.0% of portfolio
|
Q4 2024
Reduced 36.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
267
shares
|
$20,799
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
244
shares
|
$19,007
0.01% of portfolio
|
Q4 2024
Added 144.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
201
shares
|
$15,657
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
186
shares
|
$14,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
160
shares
|
$12,464
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
159
shares
|
$12,386
0.0% of portfolio
|
Q3 2024
Added 0.63%
|