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 196 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
350
shares
|
$28,871
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
294
shares
|
$24,252
0.0% of portfolio
|
Q4 2024
Reduced 52.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
294
shares
|
$24,252
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
277
shares
|
$22,849
0.0% of portfolio
|
Q4 2024
Reduced 36.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
267
shares
|
$22,024
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
244
shares
|
$20,127
0.01% of portfolio
|
Q4 2024
Added 144.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
201
shares
|
$16,580
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
186
shares
|
$15,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
160
shares
|
$13,198
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
159
shares
|
$13,115
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$10,228
0.0% of portfolio
|
Q1 2022
Added 4.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
103
shares
|
$8,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
100
shares
|
$8,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
96
shares
|
$7,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
93
shares
|
$7,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
91
shares
|
$7,506
0.0% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
87
shares
|
$7,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
79
shares
|
$6,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
68
shares
|
$5,609
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
48
shares
|
$3,959
0.0% of portfolio
|
Q4 2024
Reduced 98.62%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
39
shares
|
$3,217
0.0% of portfolio
|
Q4 2024
New holding
|