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 210 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,604
shares
|
$364,867
0.07% of portfolio
|
Q1 2025
Added 38.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,600
shares
|
$364,550
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,574
shares
|
$362,489
0.0% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,564
shares
|
$361,697
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
4,548
shares
|
$360,429
0.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$357,734
0.19% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,499
shares
|
$356,545
0.03% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,398
shares
|
$348,541
0.01% of portfolio
|
Q1 2025
Added 4298.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,322
shares
|
$342,518
0.13% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
4,165
shares
|
$330,076
0.13% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,149
shares
|
$328,808
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,963
shares
|
$314,067
0.0% of portfolio
|
Q4 2024
Reduced 39.75%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,963
shares
|
$314,067
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,827
shares
|
$303,289
0.0% of portfolio
|
Q4 2024
Added 371.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,816
shares
|
$302,418
0.37% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$299,723
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,768
shares
|
$298,614
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
3,768
shares
|
$298,614
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,741
shares
|
$296,474
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,606
shares
|
$285,775
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,561
shares
|
$282,209
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,549
shares
|
$281,258
0.04% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,542
shares
|
$280,703
0.02% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,477
shares
|
$275,552
0.0% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,271
shares
|
$259,226
0.01% of portfolio
|
Q4 2024
Reduced 41.35%
|