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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,827
shares
|
$315,689
0.0% of portfolio
|
Q4 2024
Added 371.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,816
shares
|
$314,781
0.37% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$311,977
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,768
shares
|
$310,822
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
3,768
shares
|
$310,822
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
3,741
shares
|
$308,595
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,606
shares
|
$297,458
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,561
shares
|
$293,746
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,542
shares
|
$292,179
0.02% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,477
shares
|
$286,817
0.0% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,314
shares
|
$273,371
0.05% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,271
shares
|
$269,824
0.01% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,268
shares
|
$269,577
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
3,220
shares
|
$265,617
0.01% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$260,915
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,145
shares
|
$259,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,143
shares
|
$259,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,141
shares
|
$259,101
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,120
shares
|
$257,368
0.03% of portfolio
|
Q4 2022
Added 2.26%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,046
shares
|
$251,264
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,996
shares
|
$247,140
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$242,850
0.14% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
2,712
shares
|
$223,712
0.16% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,708
shares
|
$223,382
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,641
shares
|
$217,856
0.0% of portfolio
|
Q3 2024
New holding
|