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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,439
shares
|
$211,558
0.0% of portfolio
|
Q2 2025
Added 2703.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,436
shares
|
$211,298
0.03% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,418
shares
|
$209,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,415
shares
|
$209,477
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,387
shares
|
$207,048
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,377
shares
|
$206,180
0.0% of portfolio
|
Q2 2025
Added 2512.09%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,019
shares
|
$175,128
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,952
shares
|
$169,316
0.0% of portfolio
|
Q1 2025
Reduced 43.86%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,878
shares
|
$162,897
0.01% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,830
shares
|
$158,734
0.12% of portfolio
|
Q2 2025
Added 169.12%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,795
shares
|
$155,698
0.03% of portfolio
|
Q1 2023
Reduced 18.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$138,437
0.05% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,578
shares
|
$136,875
0.01% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,435
shares
|
$124,471
0.02% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,341
shares
|
$116,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,318
shares
|
$114,323
0.0% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,177
shares
|
$102,092
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,025
shares
|
$88,908
0.0% of portfolio
|
Q2 2025
Added 157.54%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,013
shares
|
$87,867
0.0% of portfolio
|
Q2 2025
Reduced 46.63%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$86,740
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
913
shares
|
$79,193
0.0% of portfolio
|
Q2 2025
Reduced 81.88%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$75,550
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
848
shares
|
$73,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
780
shares
|
$67,657
0.0% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
745
shares
|
$64,621
0.0% of portfolio
|
Q4 2024
Reduced 53.76%
|