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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,177
shares
|
$93,277
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,173
shares
|
$92,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,150
shares
|
$91,137
0.0% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,100
shares
|
$87,175
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
989
shares
|
$78,378
0.0% of portfolio
|
Q4 2024
Reduced 76.96%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
936
shares
|
$74,178
0.0% of portfolio
|
Q4 2024
Reduced 88.52%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$69,026
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
848
shares
|
$67,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
767
shares
|
$60,784
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
745
shares
|
$59,041
0.0% of portfolio
|
Q4 2024
Reduced 53.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
730
shares
|
$57,852
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
680
shares
|
$53,890
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
571
shares
|
$45,251
0.0% of portfolio
|
Q1 2020
Reduced 98.6%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
506
shares
|
$40,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
406
shares
|
$32,175
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
400
shares
|
$31,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
366
shares
|
$29,005
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
361
shares
|
$28,609
0.0% of portfolio
|
Q4 2024
Added 48.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
350
shares
|
$27,737
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
294
shares
|
$23,299
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
294
shares
|
$23,299
0.0% of portfolio
|
Q4 2024
Reduced 52.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
277
shares
|
$21,952
0.0% of portfolio
|
Q4 2024
Reduced 36.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
267
shares
|
$21,159
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
201
shares
|
$15,929
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
196
shares
|
$15,533
0.01% of portfolio
|
Q1 2025
Reduced 19.67%
|