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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,029
shares
|
$522,955
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,909
shares
|
$512,546
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,836
shares
|
$506,214
0.1% of portfolio
|
Q1 2021
Reduced 26.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,819
shares
|
$504,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
5,720
shares
|
$496,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,583
shares
|
$484,269
0.01% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,441
shares
|
$471,952
0.0% of portfolio
|
Q1 2024
Added 3.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
5,431
shares
|
$471,084
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,348
shares
|
$463,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
5,331
shares
|
$462,410
0.36% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,102
shares
|
$442,547
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,066
shares
|
$439,424
0.0% of portfolio
|
Q4 2023
Added 38869.23%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,753
shares
|
$412,275
0.0% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,633
shares
|
$401,866
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,628
shares
|
$401,432
0.07% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,594
shares
|
$398,483
0.06% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,564
shares
|
$395,881
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
4,515
shares
|
$391,631
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,470
shares
|
$387,727
0.09% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,398
shares
|
$381,482
0.01% of portfolio
|
Q1 2025
Added 4298.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
4,248
shares
|
$368,471
0.13% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
4,148
shares
|
$359,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,837
shares
|
$332,821
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,768
shares
|
$326,836
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,768
shares
|
$326,836
0.0% of portfolio
|
Q2 2024
New holding
|