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 226 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,733
shares
|
$844,240
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
9,398
shares
|
$815,182
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
9,353
shares
|
$811,279
0.46% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
8,859
shares
|
$768,429
0.72% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,851
shares
|
$767,735
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,511
shares
|
$738,244
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
8,457
shares
|
$733,560
0.11% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
8,420
shares
|
$730,350
0.17% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,388
shares
|
$727,575
0.12% of portfolio
|
Q2 2025
Added 62.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,279
shares
|
$718,120
0.01% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$689,669
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,922
shares
|
$687,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,691
shares
|
$667,117
0.0% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,652
shares
|
$663,734
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
7,620
shares
|
$660,958
0.0% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,209
shares
|
$625,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,991
shares
|
$606,399
0.03% of portfolio
|
Q2 2025
Added 49.32%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
6,729
shares
|
$583,673
0.18% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
6,677
shares
|
$579,162
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,621
shares
|
$574,305
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,500
shares
|
$563,810
0.06% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,193
shares
|
$537,180
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,153
shares
|
$533,711
0.0% of portfolio
|
Q2 2025
Added 71.63%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,102
shares
|
$529,287
0.02% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
6,045
shares
|
$524,343
1.58% of portfolio
|
Q1 2025
Added 8.39%
|