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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
671
shares
|
$58,202
0.0% of portfolio
|
Q2 2025
Added 1297.92%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
632
shares
|
$54,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
571
shares
|
$49,528
0.0% of portfolio
|
Q1 2020
Reduced 98.6%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
546
shares
|
$47,360
0.05% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
410
shares
|
$35,563
0.0% of portfolio
|
Q2 2025
Reduced 38.44%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
406
shares
|
$35,216
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
400
shares
|
$34,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
366
shares
|
$31,746
0.0% of portfolio
|
Q2 2025
Reduced 65.11%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
294
shares
|
$25,501
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
270
shares
|
$23,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
267
shares
|
$23,159
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
203
shares
|
$17,608
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
186
shares
|
$16,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
182
shares
|
$15,786
0.0% of portfolio
|
Q2 2025
Reduced 77.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
174
shares
|
$15,092
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
160
shares
|
$13,878
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
124
shares
|
$10,755
0.0% of portfolio
|
Q1 2022
Added 4.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
103
shares
|
$8,934
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
103
shares
|
$8,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
96
shares
|
$8,327
0.0% of portfolio
|
Q2 2025
Reduced 52.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
95
shares
|
$8,240
0.0% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
73
shares
|
$6,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
58
shares
|
$5,030
0.0% of portfolio
|
Q2 2025
Added 107.14%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
48
shares
|
$4,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1
shares
|
$86
0.0% of portfolio
|
Q2 2025
Reduced 99.37%
|