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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
3,741
shares
|
$324,494
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,606
shares
|
$312,784
0.09% of portfolio
|
Q1 2023
Added 8.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,564
shares
|
$309,141
0.03% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,543
shares
|
$307,319
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
3,534
shares
|
$306,539
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
3,519
shares
|
$305,238
0.09% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
3,510
shares
|
$304,457
0.17% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,411
shares
|
$295,870
0.02% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,232
shares
|
$280,343
0.01% of portfolio
|
Q2 2025
Reduced 38.95%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
3,228
shares
|
$279,996
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,163
shares
|
$274,358
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,145
shares
|
$272,797
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,141
shares
|
$272,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,121
shares
|
$270,715
0.0% of portfolio
|
Q2 2025
Reduced 81.18%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,113
shares
|
$270,021
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,046
shares
|
$264,210
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,028
shares
|
$262,648
0.0% of portfolio
|
Q2 2025
Reduced 49.64%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,017
shares
|
$261,694
0.03% of portfolio
|
Q2 2025
Added 65.77%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,854
shares
|
$247,555
0.02% of portfolio
|
Q2 2025
Reduced 37.25%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,641
shares
|
$229,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,632
shares
|
$228,299
0.1% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
2,613
shares
|
$226,651
0.07% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,570
shares
|
$222,921
0.01% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,525
shares
|
$219,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,471
shares
|
$214,334
0.16% of portfolio
|
Q2 2025
Added 0.37%
|