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 239 institutions that hold shares in the stock, with a total of 45.2 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 |
|---|---|---|---|---|---|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,013
shares
|
$90,369
0.0% of portfolio
|
Q2 2025
Reduced 46.63%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,000
shares
|
$89,210
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$89,210
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
968
shares
|
$86,355
0.0% of portfolio
|
Q3 2025
Added 1226.03%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
886
shares
|
$79,040
0.0% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
871
shares
|
$77,701
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
862
shares
|
$76,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
745
shares
|
$66,461
0.0% of portfolio
|
Q4 2024
Reduced 53.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
674
shares
|
$60,127
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
632
shares
|
$56,380
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
571
shares
|
$50,938
0.0% of portfolio
|
Q1 2020
Reduced 98.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
538
shares
|
$47,994
0.0% of portfolio
|
Q3 2025
Added 195.6%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
434
shares
|
$38,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
411
shares
|
$36,665
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
406
shares
|
$36,219
0.0% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
400
shares
|
$35,684
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
366
shares
|
$32,650
0.0% of portfolio
|
Q2 2025
Reduced 65.11%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
294
shares
|
$26,227
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
270
shares
|
$24,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
267
shares
|
$23,819
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
256
shares
|
$22,837
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
220
shares
|
$19,626
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
203
shares
|
$18,109
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
186
shares
|
$16,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
174
shares
|
$15,522
0.0% of portfolio
|
Q2 2025
New holding
|
|