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 | 11M | $917M | 8% | Mar 2025 |
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Envestnet Portfolio Solutions | 6.3M | $515M | 2% | Mar 2025 |
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First Citizens Bank & Trust | 5.8M | $480M | 1% | Mar 2025 |
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Envestnet Asset Management | 4.1M | $336M | 8894% | Mar 2025 |
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Clark Capital Management Group | 1.3M | $103M | 100% | Mar 2025 |
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Lido Advisors | 1.0M | $85M | 8% | Mar 2025 |
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AE Wealth Management | 1.0M | $83M | -5% | Mar 2025 |
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LPL Financial | 625k | $51M | 672% | Mar 2025 |
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Richard P Slaughter Associates | 509k | $43M | 22% | Jun 2025 |
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First Citizens Asset Management | 487k | $40M | 0% | Mar 2025 |
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Bryn Mawr Trust | 421k | $35M | 7% | Mar 2025 |
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Ameriprise Financial | 356k | $29M | -11% | Mar 2025 |
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Cetera Investment Advisers | 345k | $28M | 409% | Mar 2025 |
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UBS Group | 302k | $25M | -2% | Mar 2025 |
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JSF Financial | 254k | $21M | 2082% | Mar 2025 |
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Jpmorgan Chase & Co | 253k | $21M | 12% | Mar 2025 |
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Compton Wealth Advisory Group | 248k | $21M | 1% | Jun 2025 |
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Sterling Capital Management | 238k | $20M | -4% | Mar 2025 |
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Commonwealth Equity Services | 232k | $19M | 2% | Mar 2025 |
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Warren Averett Asset Management | 204k | $17M | 1% | Mar 2025 |
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Wsfs Capital Management | 190k | $16M | 14% | Mar 2025 |
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Branch Banking & Trust Company | 186k | $16M | 0% | Jun 2025 |
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Goss Wealth Management | 170k | $14M | -4% | Mar 2025 |
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Kingdom Financial Group | 154k | $13M | -6% | Mar 2025 |
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Kestra Private Wealth Services | 154k | $13M | 3% | Mar 2025 |
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Howard Bailey Securities | 151k | $12M | -5% | Mar 2025 |
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Wells Fargo & Company | 141k | $12M | 5% | Mar 2025 |
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LifeWealth Investments | 130k | $11M | 75% | Mar 2025 |
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Horst & Graben Wealth Management | 119k | $9.8M | -7% | Mar 2025 |
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Mml Investors Services | 118k | $9.7M | 90% | Mar 2025 |
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Royal Bank of Canada | 105k | $8.6M | -2% | Mar 2025 |
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Raymond James Financial | 102k | $8.4M | 0% | Mar 2025 |
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Simplicity Wealth | 99k | $8.1M | 729% | Mar 2025 |
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Cambridge Investment Research Advisors | 70k | $5.8M | 7% | Mar 2025 |
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Legacy Advisory Services | 69k | $5.7M | 100% | Mar 2025 |
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B.O.S.S. Retirement Advisors | 68k | $5.7M | -4% | Jun 2025 |
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GLOBALT Investments LLC / GA | 68k | $5.6M | -1% | Mar 2025 |
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HighTower Advisors | 57k | $4.7M | 249% | Mar 2025 |
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Csenge Advisory Group | 56k | $4.3M | 1% | Mar 2025 |
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Atria Wealth Solutions | 53k | $4.3M | 100% | Mar 2025 |
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Harbor Investment Advisory | 50k | $4.2M | 0% | Jun 2025 |
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Integrated Wealth Concepts | 42k | $3.4M | 4% | Mar 2025 |
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Ing Investment Management | 39k | $3.2M | 179% | Mar 2025 |
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Oppenheimer & Co | 36k | $3.0M | -2% | Mar 2025 |
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Mariner Wealth Advisors | 34k | $2.8M | 1% | Mar 2025 |
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SOA Wealth Advisors | 34k | $2.9M | -10% | Jun 2025 |
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Family Wealth Group | 29k | $2.4M | -6% | Mar 2025 |
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Northwestern Mutual Wealth Management Company | 29k | $2.3M | 39% | Mar 2025 |
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Global Wealth Management Investment Advisory | 25k | $2.1M | -4% | Mar 2025 |
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CFS Investment Advisory Services | 24k | $2.0M | 16% | Mar 2025 |
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Susquehanna International | 24k | $1.9M | 70% | Mar 2025 |
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Prime Buchholz | 23k | $1.9M | 0% | Mar 2025 |
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Gts Securities | 22k | $1.8M | 100% | Mar 2025 |
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Country Club Bank | 21k | $1.7M | 0% | Mar 2025 |
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Rockefeller Capital Management | 20k | $1.6M | 1% | Mar 2025 |
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Quest 10 Wealth Builders | 19k | $1.5M | -2% | Mar 2025 |
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Waldron | 17k | $1.4M | 0% | Mar 2025 |
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Fidelis Capital Partners | 17k | $1.3M | 1% | Mar 2025 |
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Jane Street | 17k | $1.4M | 100% | Mar 2025 |
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Private Advisor | 16k | $1.3M | 100% | Mar 2025 |
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Atlantic Trust | 16k | $1.2M | 41% | Mar 2025 |
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Arcadia Wealth Management | 16k | $1.3M | -5% | Jun 2025 |
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Advisor Group Holdings | 16k | $1.3M | 187% | Mar 2025 |
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Goldman Sachs Group | 15k | $1.3M | 0% | Mar 2025 |
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Strategic Blueprint | 15k | $1.2M | 7% | Mar 2025 |
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Venture Visionary Partners | 15k | $1.3M | 0% | Jun 2025 |
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Fifth Third Wealth Advisors | 15k | $1.2M | 100% | Mar 2025 |
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Foundations Investment Advisors | 15k | $1.2M | -30% | Mar 2025 |
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Pnc Financial Services | 14k | $1.2M | -1% | Mar 2025 |
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Geneos Wealth Management | 14k | $1.1M | 100% | Mar 2025 |
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Ausdal Financial Partners | 12k | $965k | -6% | Mar 2025 |
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McKinley Carter Wealth Services | 12k | $957k | -12% | Mar 2025 |
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Synovus Financial Corp. | 11k | $877k | 20% | Mar 2025 |
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Jones Financial Companies, L.L | 11k | $863k | 177% | Mar 2025 |
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FMR | 11k | $866k | 5% | Mar 2025 |
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Franklin Resources | 10k | $840k | 359% | Mar 2025 |
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Signal Advisors Wealth | 10k | $855k | -27% | Jun 2025 |
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Smartleaf Asset Management | 9.5k | $773k | 0% | Mar 2025 |
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Decker Retirement Planning | 9.5k | $779k | 22% | Mar 2025 |
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Kohmann Bosshard Financial Services | 9.4k | $772k | 0% | Mar 2025 |
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Transce3nd | 9.3k | $763k | 17% | Mar 2025 |
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Lord & Richards Wealth Management | 8.9k | $732k | -10% | Mar 2025 |
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Lloyd Advisory Services | 8.9k | $746k | 1% | Jun 2025 |
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SCS Capital Management | 8.9k | $727k | 100% | Mar 2025 |
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Prospera Financial Services | 8.6k | $704k | 7% | Mar 2025 |
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Victory Financial Group | 8.5k | $695k | 0% | Mar 2025 |
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Mason & Associates | 8.4k | $692k | -1% | Mar 2025 |
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Centerpoint Advisory Group | 8.2k | $674k | 100% | Mar 2025 |
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MBL Wealth | 8.0k | $657k | -5% | Mar 2025 |
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Captrust Financial Advisors | 7.7k | $632k | 21% | Mar 2025 |
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Fifth Third Bancorp | 7.6k | $642k | -11% | Jun 2025 |
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Optivise Advisory Services | 7.0k | $577k | 100% | Mar 2025 |
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SMART Wealth | 6.8k | $556k | 4% | Mar 2025 |
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FLP Wealth Management | 6.0k | $497k | 8% | Mar 2025 |
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Arkadios Wealth Advisors | 6.0k | $493k | 3% | Mar 2025 |
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Farther Finance Advisors | 5.9k | $498k | 100% | Jun 2025 |
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Atomi Financial Group | 5.9k | $483k | 100% | Mar 2025 |
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GenWealth Group | 5.8k | $491k | 0% | Jun 2025 |
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Resources Investment Advisors | 5.8k | $474k | 3% | Mar 2025 |
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Glenmede Trust Company | 5.4k | $447k | 0% | Mar 2025 |
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Goodman & Company, Investment Counsel | 5.4k | $446k | 0% | Mar 2025 |
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Change Path | 5.3k | $435k | 62% | Mar 2025 |
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Axxcess Wealth Management | 5.2k | $426k | 100% | Mar 2025 |
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Claro Advisors | 5.1k | $423k | 100% | Mar 2025 |
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MAI Wealth Advisors | 5.1k | $419k | 0% | Mar 2025 |
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Us Bancorp | 5.0k | $414k | 438% | Mar 2025 |
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M^T Bank Corporation | 4.8k | $391k | -63% | Mar 2025 |
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Stratos Wealth Advisors | 4.7k | $385k | 100% | Mar 2025 |
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Affinity Capital Advisors | 4.6k | $390k | 1% | Jun 2025 |
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Atria Investments | 4.6k | $379k | 100% | Mar 2025 |
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Laurel Wealth Advisors | 4.6k | $378k | 0% | Mar 2025 |
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One Wealth Advisors | 4.6k | $387k | 0% | Jun 2025 |
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Brown Brothers Harriman & Co. | 4.6k | $375k | 0% | Mar 2025 |
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Wagner Bowman Management | 4.5k | $374k | 0% | Mar 2025 |
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Vantage Point Financial | 4.5k | $371k | -4% | Mar 2025 |
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REAP Financial Group | 4.5k | $370k | -33% | Mar 2025 |
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Parallel Advisors | 4.4k | $370k | 0% | Jun 2025 |
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Silverlake Wealth Management | 4.3k | $355k | 0% | Mar 2025 |
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BlackRock | 4.2k | $346k | 0% | Mar 2025 |
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Pineridge Advisors | 4.2k | $342k | -1% | Mar 2025 |
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Cyndeo Wealth Partners | 4.1k | $341k | 100% | Mar 2025 |
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Meridian Wealth Management | 4.0k | $326k | 0% | Mar 2025 |
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Pallas Capital Advisors | 3.8k | $317k | 0% | Jun 2025 |
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AQR Capital Management | 3.8k | $310k | 0% | Mar 2025 |
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Yoder Wealth Management | 3.7k | $307k | 0% | Mar 2025 |
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FSA Advisors | 3.7k | $305k | -3% | Mar 2025 |
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Maripau Wealth Management | 3.6k | $296k | -5% | Mar 2025 |
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Ballast Advisors | 3.6k | $296k | 0% | Mar 2025 |
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O'shaughnessy Asset Management | 3.6k | $295k | 14% | Mar 2025 |
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William Blair $ Company | 3.6k | $293k | 0% | Mar 2025 |
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Continuum Advisory | 3.5k | $292k | 14% | Mar 2025 |
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Stifel Financial | 3.3k | $273k | 100% | Mar 2025 |
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Janney Montgomery Scott | 3.2k | $272k | 0% | Jun 2025 |
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Anchor Capital Advisors | 3.2k | $265k | 0% | Mar 2025 |
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Sigma Planning | 3.2k | $262k | 100% | Mar 2025 |
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Pensionmark Financial Group | 3.2k | $259k | 100% | Mar 2025 |
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Diversified Trust Company | 3.1k | $264k | 0% | Jun 2025 |
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Creative Planning | 3.1k | $256k | 100% | Mar 2025 |
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Financial Advocates Investment Management | 3.0k | $248k | 100% | Mar 2025 |
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KFA Private Wealth Group | 3.0k | $248k | 100% | Mar 2025 |
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Townsquare Capital | 3.0k | $243k | 9% | Mar 2025 |
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We Are One Seven | 2.9k | $235k | 100% | Mar 2025 |
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HPM Partners | 2.6k | $217k | 0% | Mar 2025 |
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Colonial Trust Co / SC | 2.6k | $216k | 0% | Mar 2025 |
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Virtue Capital Management | 2.6k | $216k | 100% | Mar 2025 |
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Lion Street Advisors | 2.6k | $214k | 100% | Mar 2025 |
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Alta Wealth Advisors | 2.5k | $208k | -15% | Mar 2025 |
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Pacific Financial Group | 2.5k | $202k | -9% | Mar 2025 |
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CWM | 2.0k | $160k | -44% | Mar 2025 |
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Who sold out of Ishares Tr rus200 val idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bp Wealth Management | Dec 2024 | 718k | $57M |
SigFig Wealth Management | Mar 2025 | 70k | $5.7M |
Centennial Wealth Advisory | Mar 2025 | 55k | $4.5M |
Concorde Asset Management | Dec 2024 | 52k | $4.1M |
Park Avenue Securities | Mar 2025 | 42k | $3.4M |
Citadel Advisors | Dec 2024 | 33k | $2.6M |
Kelly Financial Services | Mar 2025 | 14k | $1.2M |
Savvy Advisors | Dec 2024 | 13k | $1.0M |
Linden Thomas Advisory Services | Dec 2024 | 7.5k | $594k |
Iams Wealth Management | Mar 2025 | 7.1k | $581k |
Colonial River Wealth Management | Mar 2025 | 6.3k | $516k |
Great Valley Advisor Group | Dec 2024 | 5.9k | $465k |
Beacon Financial | Mar 2025 | 5.4k | $442k |
J.w. Cole Advisors | Dec 2024 | 5.2k | $410k |
Leo Wealth | Dec 2024 | 4.5k | $356k |
Beaumont Financial Advisors | Mar 2025 | 3.3k | $269k |
Sagespring Wealth Partners | Dec 2024 | 3.1k | $249k |