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 248 institutions that hold shares in the stock, with a total of 45.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,045
shares
|
$271,644
0.0% of portfolio
|
Q3 2025
Reduced 43.93%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
3,017
shares
|
$269,146
0.03% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,870
shares
|
$256,032
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,822
shares
|
$251,750
0.01% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,703
shares
|
$241,134
0.06% of portfolio
|
Q4 2025
Added 8.38%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,641
shares
|
$235,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,574
shares
|
$229,626
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,570
shares
|
$229,269
0.01% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
2,525
shares
|
$225,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,478
shares
|
$221,062
0.0% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,477
shares
|
$220,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
2,465
shares
|
$219,902
0.0% of portfolio
|
Q4 2025
Reduced 72.39%
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
2,439
shares
|
$217,583
0.0% of portfolio
|
Q2 2025
Added 2703.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,436
shares
|
$217,315
0.03% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Regions Financial Corp
|
Jan 27, 2026 Q4 2025 |
2,418
shares
|
$215,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,415
shares
|
$215,442
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
2,400
shares
|
$214,103
0.08% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,387
shares
|
$212,944
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
2,383
shares
|
$212,587
0.16% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jan 23, 2026 Q4 2025 |
2,352
shares
|
$209,821
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
2,345
shares
|
$209,197
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jan 26, 2026 Q4 2025 |
2,263
shares
|
$201,882
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
1,993
shares
|
$177,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,830
shares
|
$163,254
0.12% of portfolio
|
Q2 2025
Added 169.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$142,379
0.05% of portfolio
|
Q2 2025
Added 12.0%
|
|