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 196 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,840
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.19%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
13,353
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
13,188
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,076
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
12,753
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
12,497
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
11,934
shares
|
$984,435
0.2% of portfolio
|
Q4 2024
Reduced 87.78%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
11,653
shares
|
$961,255
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,183
shares
|
$922,485
0.0% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
9,921
shares
|
$818,383
0.0% of portfolio
|
Q4 2024
Added 23.01%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
9,862
shares
|
$813,516
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,500
shares
|
$783,655
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
9,398
shares
|
$775,241
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,924
shares
|
$736,140
0.01% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
8,895
shares
|
$733,748
0.6% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
8,541
shares
|
$704,547
0.17% of portfolio
|
Q1 2024
Reduced 46.6%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,427
shares
|
$695,143
0.18% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
8,400
shares
|
$692,916
0.08% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,032
shares
|
$662,559
0.02% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$655,877
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,901
shares
|
$651,753
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
7,763
shares
|
$640,369
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
7,518
shares
|
$620,159
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,973
shares
|
$575,202
0.01% of portfolio
|
Q4 2024
Added 109.53%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
6,733
shares
|
$555,405
0.13% of portfolio
|
Q4 2024
Reduced 11.2%
|