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-cref Individual & Institutional Services | 10M | $949M | 100% | Mar 2026 |
|
| Envestnet Portfolio Solutions | 6.3M | $583M | -1% | Mar 2026 |
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| First Citizens Bank & Trust | 5.9M | $549M | -1% | Mar 2026 |
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| Envestnet Asset Management | 2.7M | $248M | -13% | Mar 2026 |
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| AE Wealth Management | 1.1M | $102M | 2% | Mar 2026 |
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| Lido Advisors | 967k | $90M | -1% | Mar 2026 |
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| Clark Capital Management Group | 722k | $66M | 100% | Dec 2025 |
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| LPL Financial | 579k | $54M | -10% | Mar 2026 |
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| First Citizens Asset Management | 514k | $48M | 5% | Mar 2026 |
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| Bryn Mawr Trust | 505k | $47M | 0% | Mar 2026 |
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| Richard P Slaughter Associates | 489k | $45M | 19% | Mar 2026 |
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| Bp Wealth Management | 460k | $43M | -10% | Mar 2026 |
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| Tiaa Trust, National Association | 409k | $38M | -97% | Mar 2026 |
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| Ameriprise Financial | 384k | $36M | -12% | Mar 2026 |
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| UBS Group | 353k | $33M | 4% | Mar 2026 |
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| Lloyd Advisory Services | 292k | $27M | 3293% | Mar 2026 |
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| Kingdom Financial Group | 292k | $27M | 7% | Mar 2026 |
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| CLS Investments | 283k | $26M | -22% | Mar 2026 |
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| JSF Financial | 280k | $26M | 2% | Mar 2026 |
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| RTD Financial Advisors | 270k | $25M | 11% | Mar 2026 |
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| Compton Wealth Advisory Group | 245k | $23M | -2% | Mar 2026 |
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| Wsfs Capital Management | 243k | $23M | -6% | Mar 2026 |
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| Bank of America Corporation | 242k | $22M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 239k | $22M | -9% | Mar 2026 |
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| Sterling Capital Management | 237k | $22M | 22% | Mar 2026 |
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| LifeWealth Investments | 229k | $21M | 18% | Mar 2026 |
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| Warren Averett Asset Management | 206k | $19M | -1% | Dec 2025 |
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| Morgan Stanley | 195k | $18M | -23% | Mar 2026 |
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| Howard Bailey Securities | 191k | $18M | 5% | Mar 2026 |
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| Goss Wealth Management | 184k | $17M | -2% | Mar 2026 |
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| Principal Securities | 183k | $17M | -17% | Mar 2026 |
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| Kestra Private Wealth Services | 183k | $17M | 0% | Mar 2026 |
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| Private Advisor | 183k | $17M | 451% | Mar 2026 |
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| Sanctuary Advisors | 164k | $15M | 10% | Mar 2026 |
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| Goldman Sachs Group | 156k | $14M | -5% | Mar 2026 |
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| Branch Banking & Trust Company | 147k | $14M | -18% | Mar 2026 |
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| Arkadios Wealth Advisors | 146k | $14M | 3% | Mar 2026 |
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| Raymond James Financial | 136k | $13M | 5% | Dec 2025 |
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| Wells Fargo & Company | 135k | $13M | 2% | Mar 2026 |
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| One Capital Management | 134k | $12M | 68% | Mar 2026 |
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| Horst & Graben Wealth Management | 131k | $13M | -1% | Mar 2026 |
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| Royal Bank of Canada | 120k | $11M | 4% | Mar 2026 |
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| Advisor Group Holdings | 114k | $11M | 1807% | Dec 2025 |
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| Simplicity Wealth | 108k | $10M | 10% | Mar 2026 |
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| Mml Investors Services | 108k | $10M | -19% | Mar 2026 |
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| Key Capital Management | 92k | $8.5M | 86% | Mar 2026 |
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| Cambridge Investment Research Advisors | 86k | $8.0M | 3% | Mar 2026 |
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| Gts Financial | 70k | $5.7M | 100% | Mar 2026 |
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| Veridan Wealth | 67k | $6.1M | 1% | Dec 2025 |
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| GLOBALT Investments LLC / GA | 65k | $6.0M | -2% | Dec 2025 |
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| Legacy Advisory Services | 63k | $5.8M | -7% | Mar 2026 |
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| First American Trust | 59k | $5.4M | 136% | Mar 2026 |
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| HighTower Advisors | 54k | $5.0M | 8% | Mar 2026 |
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| Csenge Advisory Group | 53k | $4.9M | -7% | Mar 2026 |
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| Commonwealth Equity Services | 53k | $4.9M | -9% | Mar 2026 |
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| Integrated Wealth Concepts | 53k | $4.9M | 4% | Mar 2026 |
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| Matters Capital | 52k | $4.8M | 100% | Mar 2026 |
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| Harbor Investment Advisory | 50k | $4.7M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 42k | $3.9M | -17% | Mar 2026 |
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| Oppenheimer & Co | 42k | $3.9M | 1% | Mar 2026 |
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| SigFig Wealth Management | 41k | $3.8M | -21% | Mar 2026 |
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| Pensionmark Financial Group | 37k | $3.4M | -2% | Mar 2026 |
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| Fifth Third Wealth Advisors | 34k | $3.2M | 40% | Mar 2026 |
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| Ing Investment Management | 34k | $3.1M | -9% | Mar 2026 |
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| Stratos Wealth Advisors | 33k | $3.0M | 156% | Mar 2026 |
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| SOA Wealth Advisors | 32k | $3.0M | -2% | Mar 2026 |
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| Granville Capital | 31k | $2.9M | 100% | Mar 2026 |
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| Family Wealth Group | 29k | $2.7M | -4% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 26k | $2.4M | 0% | Mar 2026 |
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| Quest 10 Wealth Builders | 22k | $2.0M | 3% | Mar 2026 |
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| Global Wealth Management Investment Advisory | 22k | $2.0M | -3% | Mar 2026 |
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| Waldron | 21k | $2.0M | 22% | Mar 2026 |
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| RMB Capital Management | 20k | $1.9M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 20k | $1.8M | -2% | Mar 2026 |
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| Signal Advisors Wealth | 19k | $1.8M | -3% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 19k | $1.8M | -13% | Mar 2026 |
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| Centerpoint Advisory Group | 19k | $1.7M | 13% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 18k | $1.7M | 0% | Mar 2026 |
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| National Asset Management | 18k | $1.7M | -11% | Mar 2026 |
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| Strategic Blueprint | 18k | $1.7M | 7% | Mar 2026 |
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| First National Bank Of Omaha | 18k | $1.6M | -2% | Mar 2026 |
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| Ashton Thomas Private Wealth | 18k | $1.6M | -9% | Mar 2026 |
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| Ausdal Financial Partners | 17k | $1.6M | -7% | Mar 2026 |
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| CFS Investment Advisory Services | 17k | $1.7M | -3% | Mar 2026 |
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| Atlantic Trust | 16k | $1.5M | -1% | Dec 2025 |
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| CWM | 15k | $1.4M | 151% | Dec 2025 |
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| Heck Capital Advisors | 15k | $1.4M | -12% | Mar 2026 |
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| Venture Visionary Partners | 15k | $1.4M | 0% | Mar 2026 |
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| FMR | 15k | $1.4M | 7% | Dec 2025 |
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| Arcadia Wealth Management | 14k | $1.3M | -3% | Mar 2026 |
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| Triad Wealth Partners | 14k | $1.3M | 100% | Mar 2026 |
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| Alpha Zero | 14k | $1.3M | 0% | Mar 2026 |
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| Stifel Financial | 14k | $1.3M | 26% | Mar 2026 |
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| Jones Financial Companies, L.L | 13k | $1.2M | 2% | Dec 2025 |
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| Cresset Asset Management | 13k | $1.2M | 1% | Mar 2026 |
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| CIBC Bancorp USA | 13k | $1.2M | 100% | Mar 2026 |
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| Fidelis Capital Partners | 13k | $1.2M | -13% | Mar 2026 |
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| Decker Retirement Planning | 13k | $1.2M | 4% | Mar 2026 |
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| Claro Advisors | 12k | $1.1M | 24% | Mar 2026 |
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| Pnc Financial Services | 12k | $1.1M | -10% | Mar 2026 |
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| Foundations Investment Advisors | 12k | $1.1M | 5% | Mar 2026 |
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| Gateway Wealth Partners | 12k | $1.1M | 100% | Mar 2026 |
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| FLP Wealth Management | 12k | $1.1M | 10% | Mar 2026 |
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| Centennial Advisors | 12k | $1.1M | -2% | Mar 2026 |
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| Pinnacle Financial Partners | 11k | $994k | 100% | Dec 2025 |
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| McKinley Carter Wealth Services | 11k | $981k | 0% | Mar 2026 |
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| Prospera Financial Services | 10k | $951k | 0% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10k | $945k | 100% | Mar 2026 |
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| Kohmann Bosshard Financial Services | 9.4k | $871k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 9.1k | $844k | 37% | Mar 2026 |
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| SMART Wealth | 9.0k | $830k | 3% | Mar 2026 |
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| SCS Capital Management | 8.9k | $820k | 0% | Mar 2026 |
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| Geneos Wealth Management | 8.6k | $797k | -7% | Mar 2026 |
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| Smartleaf Asset Management | 8.5k | $773k | 0% | Mar 2026 |
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| Mason & Associates | 8.4k | $765k | 0% | Mar 2026 |
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| Custom Index Systems | 8.4k | $774k | 0% | Mar 2026 |
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| Atomi Financial Group | 8.3k | $762k | 100% | Dec 2025 |
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| Victory Financial Group | 8.2k | $759k | 1% | Mar 2026 |
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| Susquehanna International | 8.0k | $731k | -28% | Dec 2025 |
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| Farther Finance Advisors | 7.9k | $738k | 4% | Mar 2026 |
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| Merit Financial Group | 7.7k | $709k | 0% | Mar 2026 |
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| Citigroup | 7.6k | $705k | 100% | Mar 2026 |
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| Captrust Financial Advisors | 7.5k | $689k | 0% | Dec 2025 |
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| Quantinno Capital Management | 7.3k | $679k | -2% | Mar 2026 |
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| Resources Investment Advisors | 7.2k | $663k | 0% | Mar 2026 |
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| Kelly Financial Services | 7.1k | $658k | -17% | Mar 2026 |
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| O'shaughnessy Asset Management | 7.1k | $656k | 10% | Mar 2026 |
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| Index Technologies Group | 6.9k | $637k | 100% | Mar 2026 |
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| Jane Street | 6.7k | $625k | 100% | Mar 2026 |
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| Gibbs Wealth Management | 6.7k | $625k | 100% | Mar 2026 |
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| Catalyst Financial Partners | 6.5k | $604k | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 6.2k | $576k | 426% | Mar 2026 |
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| Franklin Resources | 6.1k | $565k | -23% | Mar 2026 |
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| Networth Advisors | 5.8k | $542k | -6% | Mar 2026 |
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| GenWealth Group | 5.8k | $541k | 0% | Mar 2026 |
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| Confluence Wealth Services | 5.5k | $509k | -7% | Mar 2026 |
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| FSA Advisors | 5.5k | $506k | 100% | Mar 2026 |
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| Arvest Trust | 5.4k | $498k | 100% | Mar 2026 |
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| Sentinus | 5.2k | $479k | 128% | Mar 2026 |
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| KFA Private Wealth Group | 5.1k | $476k | 90% | Mar 2026 |
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| Global Retirement Partners | 5.1k | $471k | 661% | Dec 2025 |
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| Advyzon Investment Management | 5.0k | $467k | -16% | Mar 2026 |
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| Align Financial | 5.0k | $463k | 100% | Mar 2026 |
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| Tower Bridge Advisors | 4.9k | $454k | 100% | Mar 2026 |
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| Equitable Holdings | 4.9k | $446k | -36% | Mar 2026 |
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| MBL Wealth | 4.8k | $445k | -4% | Mar 2026 |
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| Bank Of Montreal | 4.8k | $441k | 100% | Mar 2026 |
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| Linden Thomas Advisory Services | 4.7k | $440k | -77% | Mar 2026 |
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| Citadel Advisors | 4.6k | $425k | -73% | Mar 2026 |
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| SIMA Wealth Partners | 4.5k | $420k | 0% | Mar 2026 |
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| Leo Wealth | 4.5k | $413k | -8% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 4.3k | $401k | -5% | Mar 2026 |
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| M^T Bank Corporation | 4.0k | $371k | -16% | Mar 2026 |
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| AQR Capital Management | 3.8k | $349k | -36% | Mar 2026 |
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| Atria Investments | 3.6k | $332k | -24% | Mar 2026 |
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| First Citizens Investor Services | 0 | $0 | -100% | Dec 2025 |
|
Who sold out of Ishares Tr rus200 val idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 261k | $23M |
| Park Avenue Securities | Dec 2025 | 33k | $3.0M |
| Centennial Wealth Advisory | Dec 2025 | 22k | $2.1M |
| Gts Securities | Sep 2025 | 10k | $912k |
| Wilian Securities | Dec 2025 | 10k | $926k |
| Hrt Financial | Dec 2025 | 6.0k | $551k |
| Tower Research Capital | Sep 2025 | 5.0k | $438k |