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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,753
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,748
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 40.82%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
15,672
shares
|
$1.34 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,578
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 65.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
15,294
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
14,989
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
14,949
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,847
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,535
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,061
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,780
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
13,366
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 149.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
11,743
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,690
shares
|
$999,962
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
11,640
shares
|
$995,685
0.06% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,666
shares
|
$912,369
0.01% of portfolio
|
Q1 2025
Added 19.52%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
10,610
shares
|
$907,579
0.0% of portfolio
|
Q1 2025
Added 633.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
10,220
shares
|
$874,218
0.0% of portfolio
|
Q1 2025
Added 359.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
10,151
shares
|
$868,316
0.07% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,500
shares
|
$812,630
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
9,483
shares
|
$811,175
0.49% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
9,398
shares
|
$803,904
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9,280
shares
|
$793,811
0.34% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
8,908
shares
|
$761,990
0.83% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
8,859
shares
|
$757,798
0.72% of portfolio
|
Q2 2025
Added 0.77%
|