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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
8,851
shares
|
$757,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,562
shares
|
$732,393
0.02% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,540
shares
|
$730,511
0.0% of portfolio
|
Q1 2025
Added 115.49%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
8,457
shares
|
$723,411
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
8,420
shares
|
$720,246
0.18% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
8,205
shares
|
$701,855
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
7,951
shares
|
$680,128
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,691
shares
|
$657,888
0.0% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,652
shares
|
$654,552
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
7,620
shares
|
$651,814
0.0% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,397
shares
|
$632,739
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
7,023
shares
|
$600,747
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
6,764
shares
|
$578,592
0.2% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,500
shares
|
$556,010
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
|
$529,749
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
6,045
shares
|
$517,089
1.58% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,029
shares
|
$515,720
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,013
shares
|
$514,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,000
shares
|
$513,240
0.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,909
shares
|
$505,455
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,878
shares
|
$502,804
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,836
shares
|
$499,211
0.1% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,771
shares
|
$493,651
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,441
shares
|
$465,423
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,431
shares
|
$464,567
0.0% of portfolio
|
Q3 2024
Added 1.46%
|