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 198 institutions that hold shares in the stock, with a total of 51.6 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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
42,950
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,810
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
41,969
shares
|
$3.32 Million
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
41,500
shares
|
$3.29 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
36,653
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
31,117
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,027
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.83%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
30,855
shares
|
$2.44 Million
2.7% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
26,607
shares
|
$2.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
26,208
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2024
Added 278.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,380
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
23,371
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
Added 36.23%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
22,780
shares
|
$1.8 Million
0.63% of portfolio
|
Q4 2020
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
22,436
shares
|
$1.78 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,738
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,684
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
21,058
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
20,199
shares
|
$1.6 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,175
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2023
Reduced 3.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
20,114
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19,648
shares
|
$1.56 Million
0.29% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
19,351
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,565
shares
|
$1.39 Million
5.49% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
17,361
shares
|
$1.37 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
17,308
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2022
Reduced 2.73%
|