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
Download as csv
Download as Excel
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 | 12M | $1.1B | -4% | Sep 2025 |
|
| Envestnet Portfolio Solutions | 6.2M | $548M | -5% | Sep 2025 |
|
| First Citizens Bank & Trust | 5.9M | $519M | -5% | Sep 2025 |
|
| AE Wealth Management | 1.0M | $92M | 3% | Sep 2025 |
|
| Lido Advisors | 993k | $87M | -1% | Sep 2025 |
|
| Bp Wealth Management | 546k | $48M | 2% | Sep 2025 |
|
| Bryn Mawr Trust | 487k | $43M | 3% | Sep 2025 |
|
| First Citizens Asset Management | 486k | $43M | 4% | Sep 2025 |
|
| First Citizens Investor Services | 442k | $39M | 100% | Sep 2025 |
|
| Richard P Slaughter Associates | 406k | $36M | -20% | Sep 2025 |
|
| Ameriprise Financial | 333k | $29M | 12% | Sep 2025 |
|
| UBS Group | 317k | $28M | 4% | Sep 2025 |
|
| JSF Financial | 276k | $24M | 7% | Sep 2025 |
|
| Jpmorgan Chase & Co | 261k | $23M | 3% | Sep 2025 |
|
| Sterling Capital Management | 250k | $22M | 5% | Sep 2025 |
|
| Wsfs Capital Management | 249k | $22M | 12% | Sep 2025 |
|
| Compton Wealth Advisory Group | 246k | $22M | -1% | Sep 2025 |
|
| Warren Averett Asset Management | 208k | $18M | 2% | Sep 2025 |
|
| Branch Banking & Trust Company | 184k | $16M | -1% | Sep 2025 |
|
| Morgan Stanley | 182k | $15M | 100% | Jun 2025 |
|
| LifeWealth Investments | 178k | $16M | 11% | Sep 2025 |
|
| Kestra Private Wealth Services | 175k | $15M | 4% | Sep 2025 |
|
| Goss Wealth Management | 167k | $15M | -2% | Sep 2025 |
|
| Howard Bailey Securities | 147k | $13M | 0% | Sep 2025 |
|
| Wells Fargo & Company | 134k | $12M | -1% | Sep 2025 |
|
| Raymond James Financial | 129k | $11M | 9% | Sep 2025 |
|
| Horst & Graben Wealth Management | 117k | $10M | -1% | Sep 2025 |
|
| Royal Bank of Canada | 115k | $10M | 15% | Sep 2025 |
|
| Kingdom Financial Group | 112k | $9.8M | 29% | Sep 2025 |
|
| Simplicity Wealth | 94k | $8.3M | -49% | Sep 2025 |
|
| LPL Financial | 85k | $7.5M | 7% | Sep 2025 |
|
| Envestnet Asset Management | 81k | $7.1M | 1% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 79k | $6.9M | 5% | Sep 2025 |
|
| Legacy Advisory Services | 68k | $5.9M | 0% | Sep 2025 |
|
| GLOBALT Investments LLC / GA | 67k | $5.9M | 0% | Sep 2025 |
|
| Veridan Wealth | 66k | $5.8M | 100% | Sep 2025 |
|
| B.O.S.S. Retirement Advisors | 62k | $5.4M | -9% | Sep 2025 |
|
| Commonwealth Equity Services | 60k | $5.3M | -70% | Sep 2025 |
|
| Csenge Advisory Group | 58k | $5.1M | 4% | Sep 2025 |
|
| Mariner Wealth Advisors | 53k | $4.7M | -1% | Sep 2025 |
|
| Cetera Investment Advisers | 53k | $4.6M | 20% | Sep 2025 |
|
| Harbor Investment Advisory | 50k | $4.4M | 1% | Sep 2025 |
|
| Mml Investors Services | 45k | $4.0M | -13% | Sep 2025 |
|
| Oppenheimer & Co | 39k | $3.4M | 4% | Sep 2025 |
|
| SOA Wealth Advisors | 33k | $2.9M | -2% | Sep 2025 |
|
| Integrated Wealth Concepts | 33k | $2.9M | 4% | Sep 2025 |
|
| Goldman Sachs Group | 31k | $2.7M | 104% | Sep 2025 |
|
| Ashton Thomas Private Wealth | 31k | $2.7M | 19% | Sep 2025 |
|
| Family Wealth Group | 30k | $2.7M | 7% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 26k | $2.2M | 10% | Sep 2025 |
|
| Global Wealth Management Investment Advisory | 24k | $2.1M | 0% | Sep 2025 |
|
| Two Sigma Investments | 21k | $1.8M | -32% | Sep 2025 |
|
| Quest 10 Wealth Builders | 21k | $1.8M | 11% | Sep 2025 |
|
| RMB Capital Management | 20k | $1.8M | 100% | Sep 2025 |
|
| Rockefeller Capital Management | 20k | $1.8M | 0% | Sep 2025 |
|
| Signal Advisors Wealth | 20k | $1.8M | 98% | Sep 2025 |
|
| Country Club Bank | 18k | $1.6M | -9% | Sep 2025 |
|
| CFS Investment Advisory Services | 18k | $1.6M | -1% | Sep 2025 |
|
| Private Advisor | 18k | $1.5M | 46% | Sep 2025 |
|
| Waldron | 17k | $1.5M | 0% | Sep 2025 |
|
| EP Wealth Advisors | 17k | $1.4M | 100% | Jun 2025 |
|
| Heck Capital Advisors | 17k | $1.5M | 26% | Sep 2025 |
|
| Strategic Blueprint | 17k | $1.5M | 3% | Sep 2025 |
|
| Atlantic Trust | 16k | $1.4M | -3% | Sep 2025 |
|
| Fifth Third Wealth Advisors | 16k | $1.4M | -8% | Sep 2025 |
|
| Fidelis Capital Partners | 16k | $1.4M | 0% | Sep 2025 |
|
| Venture Visionary Partners | 15k | $1.3M | 0% | Sep 2025 |
|
| Centerpoint Advisory Group | 15k | $1.3M | 43% | Sep 2025 |
|
| HighTower Advisors | 15k | $1.3M | -21% | Sep 2025 |
|
| Arcadia Wealth Management | 15k | $1.3M | -8% | Sep 2025 |
|
| Pnc Financial Services | 14k | $1.3M | 2% | Sep 2025 |
|
| FMR | 14k | $1.2M | 47% | Sep 2025 |
|
| Alpha Zero | 14k | $1.2M | 0% | Sep 2025 |
|
| Citadel Advisors | 14k | $1.2M | -20% | Sep 2025 |
|
| McKinley Carter Wealth Services | 14k | $1.2M | -1% | Sep 2025 |
|
| Foundations Investment Advisors | 13k | $1.2M | -5% | Sep 2025 |
|
| Jones Financial Companies, L.L | 13k | $1.2M | 0% | Sep 2025 |
|
| Ausdal Financial Partners | 12k | $1.0M | -3% | Sep 2025 |
|
| Stratos Wealth Advisors | 12k | $1.0M | 66% | Sep 2025 |
|
| Ing Investment Management | 11k | $999k | -62% | Sep 2025 |
|
| Decker Retirement Planning | 11k | $998k | 21% | Sep 2025 |
|
| Cresset Asset Management | 11k | $985k | 0% | Sep 2025 |
|
| Custom Index Systems | 11k | $978k | 100% | Sep 2025 |
|
| Susquehanna International | 11k | $976k | -82% | Sep 2025 |
|
| Stifel Financial | 11k | $932k | 3% | Sep 2025 |
|
| Gts Securities | 10k | $912k | 100% | Sep 2025 |
|
| Prospera Financial Services | 10k | $902k | -3% | Sep 2025 |
|
| Synovus Financial Corp. | 10k | $884k | -7% | Sep 2025 |
|
| Kohmann Bosshard Financial Services | 9.4k | $826k | 0% | Sep 2025 |
|
| Brookstone Capital Management | 8.9k | $785k | -8% | Sep 2025 |
|
| SCS Capital Management | 8.9k | $778k | 0% | Sep 2025 |
|
| Lloyd Advisory Services | 8.7k | $765k | -2% | Sep 2025 |
|
| Smartleaf Asset Management | 8.5k | $747k | 0% | Sep 2025 |
|
| Victory Financial Group | 8.5k | $743k | 0% | Sep 2025 |
|
| FLP Wealth Management | 8.4k | $741k | 18% | Sep 2025 |
|
| Mason & Associates | 8.4k | $740k | 0% | Sep 2025 |
|
| Franklin Resources | 8.3k | $730k | -19% | Sep 2025 |
|
| SMART Wealth | 8.3k | $729k | 23% | Sep 2025 |
|
| Equitable Holdings | 8.3k | $727k | 0% | Sep 2025 |
|
| Claro Advisors | 8.2k | $717k | -3% | Sep 2025 |
|
| Merit Financial Group | 7.7k | $673k | 0% | Sep 2025 |
|
| Fifth Third Bancorp | 7.6k | $670k | 0% | Sep 2025 |
|
| Captrust Financial Advisors | 7.5k | $659k | -2% | Sep 2025 |
|
| Quantinno Capital Management | 7.1k | $625k | -1% | Sep 2025 |
|
| H D Vest Advisory Services | 6.6k | $558k | -22% | Jun 2025 |
|
| O'shaughnessy Asset Management | 6.4k | $559k | 3% | Sep 2025 |
|
| CWM | 6.1k | $539k | 214% | Sep 2025 |
|
| Arkadios Wealth Advisors | 6.1k | $536k | 0% | Sep 2025 |
|
| Advisor Group Holdings | 6.0k | $525k | -95% | Sep 2025 |
|
| Confluence Wealth Services | 5.9k | $521k | -2% | Sep 2025 |
|
| J.w. Cole Advisors | 5.8k | $514k | 0% | Sep 2025 |
|
| GenWealth Group | 5.8k | $513k | 0% | Sep 2025 |
|
| Farther Finance Advisors | 5.8k | $507k | -2% | Sep 2025 |
|
| FSA Advisors | 5.7k | $498k | 6% | Sep 2025 |
|
| Resources Investment Advisors | 5.6k | $490k | 0% | Sep 2025 |
|
| Bank Of Montreal | 5.1k | $427k | 100% | Jun 2025 |
|
| MBL Wealth | 5.0k | $439k | -23% | Sep 2025 |
|
| Tower Research Capital | 5.0k | $438k | 539% | Sep 2025 |
|
| M^T Bank Corporation | 4.8k | $418k | 0% | Sep 2025 |
|
| One Wealth Advisors | 4.6k | $404k | 0% | Sep 2025 |
|
| Pineridge Advisors | 4.6k | $401k | 7% | Sep 2025 |
|
| Brown Brothers Harriman & Co. | 4.6k | $401k | 0% | Sep 2025 |
|
| Vantage Point Financial | 4.5k | $397k | 0% | Sep 2025 |
|
| Parallel Advisors | 4.4k | $387k | 0% | Sep 2025 |
|
| REAP Financial Group | 4.3k | $382k | -3% | Sep 2025 |
|
| BlackRock | 4.2k | $370k | 0% | Sep 2025 |
|
| Laurel Wealth Advisors | 3.9k | $343k | -15% | Sep 2025 |
|
| Jane Street | 3.9k | $340k | 24% | Sep 2025 |
|
| MAI Wealth Advisors | 3.9k | $340k | -24% | Sep 2025 |
|
| Meridian Wealth Management | 3.8k | $338k | 0% | Sep 2025 |
|
| AQR Capital Management | 3.8k | $331k | 0% | Sep 2025 |
|
| Pallas Capital Advisors | 3.8k | $331k | 0% | Sep 2025 |
|
| Yoder Wealth Management | 3.7k | $329k | 0% | Sep 2025 |
|
| Ballast Advisors | 3.6k | $317k | 0% | Sep 2025 |
|
| William Blair $ Company | 3.5k | $311k | 0% | Sep 2025 |
|
| Silverlake Wealth Management | 3.5k | $309k | 0% | Sep 2025 |
|
| Cyndeo Wealth Partners | 3.4k | $300k | 0% | Sep 2025 |
|
| Change Path | 3.4k | $298k | 5% | Sep 2025 |
|
| Synergy Financial Management | 3.4k | $295k | 100% | Sep 2025 |
|
| Evoke Wealth | 3.3k | $294k | -19% | Sep 2025 |
|
| Maripau Wealth Management | 3.3k | $293k | -5% | Sep 2025 |
|
| Diversified Trust Company | 3.1k | $276k | 0% | Sep 2025 |
|
| Janney Montgomery Scott | 3.1k | $275k | -3% | Sep 2025 |
|
| Prosperity Consulting Group | 3.1k | $273k | 100% | Sep 2025 |
|
| Sagespring Wealth Partners | 3.1k | $271k | -2% | Sep 2025 |
|
| Goodman & Company, Investment Counsel | 3.0k | $268k | -44% | Sep 2025 |
|
| Private Trust Co Na | 3.0k | $265k | 0% | Sep 2025 |
|
| Miracle Mile Advisors | 2.9k | $252k | 100% | Sep 2025 |
|
| Argent Trust | 2.8k | $248k | -9% | Sep 2025 |
|
| Colony | 2.8k | $245k | 0% | Sep 2025 |
|
| Kestra Advisory Services | 2.5k | $218k | -18% | Sep 2025 |
|
Who sold out of Ishares Tr rus200 val idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Mar 2025 | 53k | $4.3M |
| Prime Buchholz | Jun 2025 | 23k | $1.9M |
| Transce3nd | Jun 2025 | 10k | $863k |
| Renaissance Technologies | Jun 2025 | 9.8k | $825k |
| Hrt Financial | Jun 2025 | 7.9k | $666k |
| Gibbs Wealth Management | Jun 2025 | 6.7k | $562k |
| Fisher Investments | Jun 2025 | 5.7k | $482k |
| Affinity Capital Advisors | Jun 2025 | 4.6k | $390k |
| Financial Advocates Investment Management | Jun 2025 | 3.6k | $300k |
| Leo Wealth | Jun 2025 | 3.5k | $298k |
| Wagner Bowman Management | Jun 2025 | 2.9k | $240k |