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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,294
shares
|
$452,848
0.01% of portfolio
|
Q1 2025
Added 61.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,184
shares
|
$443,439
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,147
shares
|
$440,274
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,102
shares
|
$436,425
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,066
shares
|
$433,345
0.0% of portfolio
|
Q4 2023
Added 38869.23%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,040
shares
|
$431,121
0.0% of portfolio
|
Q1 2025
Added 438.46%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,753
shares
|
$406,571
0.0% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,682
shares
|
$400,498
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,633
shares
|
$396,306
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,628
shares
|
$395,879
0.07% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,609
shares
|
$394,253
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,600
shares
|
$393,484
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,594
shares
|
$392,970
0.06% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,564
shares
|
$390,404
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
4,548
shares
|
$389,035
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$386,127
0.19% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,470
shares
|
$382,363
0.09% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,398
shares
|
$376,204
0.01% of portfolio
|
Q1 2025
Added 4298.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,322
shares
|
$369,703
0.13% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
4,165
shares
|
$356,274
0.13% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,149
shares
|
$354,905
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3,969
shares
|
$339,508
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,768
shares
|
$322,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,768
shares
|
$322,314
0.01% of portfolio
|
Q4 2023
Reduced 51.11%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
3,741
shares
|
$320,005
0.16% of portfolio
|
Q4 2023
New holding
|