Who owns Ishares Tr rus200 val idx?
- Ticker: IWX
- CUSIP Number: 464289420
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr rus200 val idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr rus200 val idx stock
Who bought or sold Ishares Tr rus200 val idx this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 10M | $816M | -3% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 6.2M | $487M | -10% | Dec 2024 |
|
| First Citizens Bank & Trust | 5.8M | $480M | 1% | Mar 2025 |
|
| AE Wealth Management | 1.1M | $85M | 3% | Dec 2024 |
|
| Lido Advisors | 956k | $76M | 100% | Dec 2024 |
|
| Bp Wealth Management | 718k | $57M | 202% | Dec 2024 |
|
| First Citizens Asset Management | 485k | $38M | -8% | Dec 2024 |
|
| Richard P Slaughter Associates | 417k | $34M | 354% | Mar 2025 |
|
| Ameriprise Financial | 398k | $31M | 5% | Dec 2024 |
|
| Bryn Mawr Trust | 392k | $31M | 6% | Dec 2024 |
|
| UBS Group | 309k | $24M | 3% | Dec 2024 |
|
| Compton Wealth Advisory Group | 247k | $20M | 3% | Dec 2024 |
|
| Sterling Capital Management | 247k | $20M | 2% | Dec 2024 |
|
| Morgan Stanley | 242k | $19M | 38% | Dec 2024 |
|
| Commonwealth Equity Services | 228k | $18M | 3% | Dec 2024 |
|
| Jpmorgan Chase & Co | 226k | $18M | 17% | Dec 2024 |
|
| Bank of America Corporation | 222k | $18M | 14% | Dec 2024 |
|
| Branch Banking & Trust Company | 218k | $17M | -1% | Dec 2024 |
|
| Warren Averett Asset Management | 202k | $16M | 100% | Dec 2024 |
|
| Goss Wealth Management | 178k | $14M | -1% | Dec 2024 |
|
| Wsfs Capital Management | 168k | $13M | 10% | Dec 2024 |
|
| Kingdom Financial Group | 163k | $13M | -3% | Dec 2024 |
|
| Howard Bailey Securities | 159k | $13M | 5% | Dec 2024 |
|
| Kestra Private Wealth Services | 149k | $12M | 2% | Dec 2024 |
|
| Wells Fargo & Company | 134k | $11M | -21% | Dec 2024 |
|
| Sanctuary Advisors | 131k | $11M | 26% | Dec 2024 |
|
| Horst & Graben Wealth Management | 128k | $10M | 2% | Dec 2024 |
|
| Royal Bank of Canada | 107k | $8.5M | 3% | Dec 2024 |
|
| Raymond James Financial | 102k | $8.1M | 100% | Dec 2024 |
|
| Simplicity Wealth | 99k | $8.1M | 729% | Mar 2025 |
|
| LPL Financial | 81k | $6.4M | -82% | Dec 2024 |
|
| B.O.S.S. Retirement Advisors | 76k | $6.0M | 876% | Dec 2024 |
|
| LifeWealth Investments | 74k | $5.9M | 100% | Dec 2024 |
|
| SigFig Wealth Management | 70k | $5.7M | 100% | Mar 2025 |
|
| GLOBALT Investments LLC / GA | 68k | $5.4M | -2% | Dec 2024 |
|
| Cetera Investment Advisers | 68k | $5.3M | -85% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 66k | $5.2M | 8% | Dec 2024 |
|
| Mml Investors Services | 62k | $4.9M | -68% | Dec 2024 |
|
| Csenge Advisory Group | 55k | $4.4M | -10% | Dec 2024 |
|
| Concorde Asset Management | 52k | $4.1M | 1269% | Dec 2024 |
|
| Harbor Investment Advisory | 50k | $4.1M | 0% | Mar 2025 |
|
| Envestnet Asset Management | 45k | $3.6M | -99% | Dec 2024 |
|
| Park Avenue Securities | 42k | $3.4M | 100% | Mar 2025 |
|
| Integrated Wealth Concepts | 40k | $3.2M | -4% | Dec 2024 |
|
| SOA Wealth Advisors | 38k | $3.1M | -3% | Mar 2025 |
|
| Oppenheimer & Co | 37k | $2.9M | 1% | Dec 2024 |
|
| Mariner Wealth Advisors | 34k | $2.7M | 8% | Dec 2024 |
|
| Citadel Advisors | 33k | $2.6M | 138% | Dec 2024 |
|
| Venture Visionary Partners | 30k | $2.4M | 101% | Dec 2024 |
|
| Global Wealth Management Investment Advisory | 26k | $2.1M | -1% | Dec 2024 |
|
| Prime Buchholz | 23k | $1.8M | 100% | Dec 2024 |
|
| Foundations Investment Advisors | 21k | $1.6M | -11% | Dec 2024 |
|
| Country Club Bank | 21k | $1.6M | -1% | Dec 2024 |
|
| CFS Investment Advisory Services | 21k | $1.6M | 25% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 21k | $1.6M | -6% | Dec 2024 |
|
| Rockefeller Capital Management | 20k | $1.6M | -9% | Dec 2024 |
|
| Quest 10 Wealth Builders | 19k | $1.5M | 100% | Dec 2024 |
|
| Waldron | 17k | $1.4M | 0% | Dec 2024 |
|
| Fidelis Capital Partners | 17k | $1.4M | 49% | Dec 2024 |
|
| Arcadia Wealth Management | 17k | $1.3M | -5% | Dec 2024 |
|
| HighTower Advisors | 16k | $1.3M | -78% | Dec 2024 |
|
| Goldman Sachs Group | 15k | $1.2M | 0% | Dec 2024 |
|
| Fifth Third Wealth Advisors | 15k | $1.2M | 100% | Mar 2025 |
|
| Kelly Financial Services | 14k | $1.2M | 100% | Mar 2025 |
|
| Pnc Financial Services | 14k | $1.1M | -4% | Dec 2024 |
|
| Strategic Blueprint | 14k | $1.1M | 3% | Dec 2024 |
|
| Signal Advisors Wealth | 14k | $1.1M | 5% | Mar 2025 |
|
| Susquehanna International | 14k | $1.1M | -19% | Dec 2024 |
|
| Ing Investment Management | 14k | $1.1M | -47% | Dec 2024 |
|
| Savvy Advisors | 13k | $1.0M | 100% | Dec 2024 |
|
| M^T Bank Corporation | 13k | $1.0M | 24% | Dec 2024 |
|
| Ausdal Financial Partners | 13k | $988k | 0% | Dec 2024 |
|
| JSF Financial | 12k | $921k | 100% | Dec 2024 |
|
| McKinley Carter Wealth Services | 12k | $957k | -12% | Mar 2025 |
|
| Atlantic Trust | 11k | $890k | 20% | Dec 2024 |
|
| FMR | 10k | $791k | -5% | Dec 2024 |
|
| Lord & Richards Wealth Management | 9.9k | $779k | 100% | Dec 2024 |
|
| Smartleaf Asset Management | 9.5k | $749k | 0% | Dec 2024 |
|
| Kohmann Bosshard Financial Services | 9.4k | $743k | 0% | Dec 2024 |
|
| Synovus Financial Corp. | 8.9k | $705k | -9% | Dec 2024 |
|
| Lloyd Advisory Services | 8.8k | $722k | -1% | Mar 2025 |
|
| Fifth Third Bancorp | 8.6k | $703k | -14% | Mar 2025 |
|
| Mason & Associates | 8.5k | $675k | 0% | Dec 2024 |
|
| Victory Financial Group | 8.4k | $666k | 100% | Dec 2024 |
|
| Prospera Financial Services | 8.0k | $635k | 19% | Dec 2024 |
|
| Peninsula Wealth | 8.0k | $628k | 100% | Dec 2024 |
|
| Transce3nd | 7.9k | $624k | 100% | Dec 2024 |
|
| Decker Retirement Planning | 7.8k | $614k | 100% | Dec 2024 |
|
| Linden Thomas Advisory Services | 7.5k | $594k | 100% | Dec 2024 |
|
| Iams Wealth Management | 7.1k | $581k | 100% | Mar 2025 |
|
| Equitable Holdings | 7.0k | $551k | 110% | Dec 2024 |
|
| REAP Financial Group | 6.7k | $532k | -11% | Dec 2024 |
|
| SMART Wealth | 6.5k | $513k | 47% | Dec 2024 |
|
| Captrust Financial Advisors | 6.3k | $502k | 13% | Dec 2024 |
|
| Pine Valley Investments Ltd Liability | 6.2k | $490k | 100% | Dec 2024 |
|
| Great Valley Advisor Group | 5.9k | $465k | 31% | Dec 2024 |
|
| GenWealth Group | 5.8k | $480k | 0% | Mar 2025 |
|
| Arkadios Wealth Advisors | 5.8k | $460k | 0% | Dec 2024 |
|
| Resources Investment Advisors | 5.6k | $442k | -5% | Dec 2024 |
|
| Glenmede Trust Company | 5.4k | $430k | 0% | Dec 2024 |
|
| Goodman & Company, Investment Counsel | 5.4k | $429k | 0% | Dec 2024 |
|
| One Wealth Advisors | 5.4k | $425k | 0% | Dec 2024 |
|
| Beacon Financial | 5.4k | $442k | 100% | Mar 2025 |
|
| J.w. Cole Advisors | 5.2k | $410k | 1% | Dec 2024 |
|
| MAI Wealth Advisors | 5.1k | $404k | 1% | Dec 2024 |
|
| Bank Of Montreal | 5.1k | $400k | 0% | Dec 2024 |
|
| Vantage Point Financial | 4.7k | $371k | 100% | Dec 2024 |
|
| Laurel Wealth Advisors | 4.6k | $378k | 0% | Mar 2025 |
|
| Advisor Group Holdings | 4.6k | $370k | -97% | Dec 2024 |
|
| Brown Brothers Harriman & Co. | 4.6k | $361k | 0% | Dec 2024 |
|
| Wagner Bowman Management | 4.5k | $359k | 0% | Dec 2024 |
|
| Leo Wealth | 4.5k | $356k | 13% | Dec 2024 |
|
| Parallel Advisors | 4.4k | $361k | 4298% | Mar 2025 |
|
| Silverlake Wealth Management | 4.3k | $342k | 0% | Dec 2024 |
|
| BlackRock | 4.2k | $333k | 100% | Dec 2024 |
|
| Pineridge Advisors | 4.2k | $332k | -12% | Dec 2024 |
|
| Meridian Wealth Management | 4.0k | $313k | 0% | Dec 2024 |
|
| H D Vest Advisory Services | 4.0k | $313k | -40% | Dec 2024 |
|
| Jones Financial Companies, L.L | 3.8k | $302k | 372% | Dec 2024 |
|
| FSA Advisors | 3.8k | $302k | -2% | Dec 2024 |
|
| Maripau Wealth Management | 3.8k | $299k | 100% | Dec 2024 |
|
| Pallas Capital Advisors | 3.8k | $310k | 0% | Mar 2025 |
|
| AQR Capital Management | 3.8k | $298k | 0% | Dec 2024 |
|
| Yoder Wealth Management | 3.7k | $296k | 0% | Dec 2024 |
|
| Ballast Advisors | 3.6k | $285k | 0% | Dec 2024 |
|
| William Blair $ Company | 3.6k | $281k | 8% | Dec 2024 |
|
| Beaumont Financial Advisors | 3.5k | $280k | -35% | Dec 2024 |
|
| CWM | 3.5k | $275k | 78% | Dec 2024 |
|
| Affinity Capital Advisors | 3.3k | $264k | 6% | Dec 2024 |
|
| Change Path | 3.3k | $259k | -41% | Dec 2024 |
|
| Janney Montgomery Scott | 3.3k | $258k | 0% | Dec 2024 |
|
| Anchor Capital Advisors | 3.2k | $255k | 0% | Dec 2024 |
|
| O'shaughnessy Asset Management | 3.1k | $248k | 100% | Dec 2024 |
|
| Diversified Trust Company | 3.1k | $248k | 100% | Dec 2024 |
|
| Continuum Advisory | 3.1k | $247k | 0% | Dec 2024 |
|
| Alta Wealth Advisors | 3.0k | $237k | 100% | Dec 2024 |
|
| Pacific Financial Group | 2.7k | $214k | -20% | Dec 2024 |
|
| Townsquare Capital | 2.7k | $214k | 0% | Dec 2024 |
|
| HPM Partners | 2.6k | $209k | 0% | Dec 2024 |
|
| Colonial Trust Co / SC | 2.6k | $208k | -14% | Dec 2024 |
|
| Mason & Associates | 2.5k | $209k | 0% | Mar 2025 |
|
| Franklin Resources | 2.2k | $176k | 0% | Dec 2024 |
|
| FTB Advisors | 2.1k | $166k | -1% | Dec 2024 |
|
| SCBT Financial Corporation | 1.9k | $150k | 0% | Dec 2024 |
|
| GeoWealth Management | 1.9k | $150k | 638% | Dec 2024 |
|
| Sound Income Strategies | 1.9k | $149k | -6% | Dec 2024 |
|
| Key FInancial | 1.8k | $142k | 0% | Dec 2024 |
|
| Private Trust Co Na | 1.6k | $129k | 0% | Dec 2024 |
|
| Massmutual Trust | 1.5k | $119k | 0% | Dec 2024 |
|
| AdvisorNet Financial | 1.5k | $122k | 100% | Mar 2025 |
|
| Citigroup | 989.00 | $78k | -77% | Dec 2024 |
|
| Us Bancorp | 936.00 | $74k | -89% | Dec 2024 |
|
| Milestone Group | 745.00 | $59k | -54% | Dec 2024 |
|
| Principal Securities | 201.00 | $16k | -100% | Dec 2024 |
|
| Global Retirement Partners | 48.00 | $3.8k | -99% | Dec 2024 |
|