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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,167
shares
|
$646,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,154
shares
|
$645,633
0.0% of portfolio
|
Q3 2024
Added 820.32%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
8,065
shares
|
$638,586
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,916
shares
|
$626,788
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,863
shares
|
$622,592
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
7,764
shares
|
$614,753
0.13% of portfolio
|
Q3 2024
Added 98.87%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,732
shares
|
$533,039
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,578
shares
|
$520,846
0.0% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
6,532
shares
|
$517,203
0.27% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,855
shares
|
$463,598
0.01% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
5,836
shares
|
$462,094
0.11% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,814
shares
|
$460,352
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,599
shares
|
$443,328
0.0% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,577
shares
|
$441,586
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,442
shares
|
$430,897
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,441
shares
|
$430,818
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,431
shares
|
$430,026
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,394
shares
|
$427,096
0.07% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,152
shares
|
$407,935
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,066
shares
|
$401,125
0.0% of portfolio
|
Q4 2023
Added 38869.23%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,040
shares
|
$399,067
0.0% of portfolio
|
Q4 2023
Added 26.73%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
4,753
shares
|
$376,342
0.15% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,633
shares
|
$366,840
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
4,600
shares
|
$364,228
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
4,591
shares
|
$363,515
0.05% of portfolio
|
Q3 2024
Reduced 1.42%
|