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 | 8.9M | $628M | -1% | Dec 2023 |
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| First Citizens Bank & Trust | 6.7M | $508M | 16% | Mar 2024 |
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| Envestnet Portfolio Solutions | 6.1M | $429M | 100% | Dec 2023 |
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| AE Wealth Management | 1.9M | $133M | 9% | Dec 2023 |
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| First Citizens Asset Management | 693k | $49M | 34% | Dec 2023 |
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| Pegasus Partners | 637k | $45M | 128% | Dec 2023 |
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| Branch Banking & Trust Company | 441k | $31M | -15% | Dec 2023 |
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| UBS Group | 290k | $20M | 1% | Dec 2023 |
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| Compton Wealth Advisory Group | 251k | $19M | 1% | Mar 2024 |
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| Bp Wealth Management | 246k | $17M | 2010% | Dec 2023 |
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| Commonwealth Equity Services | 229k | $16M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 204k | $14M | 254% | Dec 2023 |
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| 9258 Wealth Management | 203k | $14M | 8% | Dec 2023 |
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| Bank of America Corporation | 188k | $13M | 1% | Dec 2023 |
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| Simplicity Wealth | 168k | $12M | -5% | Dec 2023 |
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| Horst & Graben Wealth Management | 167k | $13M | -17% | Mar 2024 |
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| Wells Fargo & Company | 166k | $12M | 4% | Dec 2023 |
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| Kestra Private Wealth Services | 138k | $9.7M | 8% | Dec 2023 |
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| Royal Bank of Canada | 102k | $7.2M | -2% | Dec 2023 |
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| Kingdom Financial Group | 98k | $6.9M | -4% | Dec 2023 |
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| Wsfs Capital Management | 88k | $6.2M | 63% | Dec 2023 |
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| B.O.S.S. Retirement Advisors | 64k | $4.5M | -2% | Dec 2023 |
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| Raymond James & Associates | 61k | $4.6M | 5% | Mar 2024 |
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| SOA Wealth Advisors | 56k | $4.3M | -1% | Mar 2024 |
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| Harbor Investment Advisory | 52k | $4.0M | 0% | Mar 2024 |
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| Goldman Sachs Group | 47k | $3.3M | -15% | Dec 2023 |
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| HighTower Advisors | 45k | $3.2M | -73% | Dec 2023 |
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| Raymond James Financial Services Advisors | 37k | $2.9M | 20% | Mar 2024 |
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| Captrust Financial Advisors | 36k | $2.5M | 117% | Dec 2023 |
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| Cambridge Investment Research Advisors | 34k | $2.4M | 17% | Dec 2023 |
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| Family Wealth Group | 33k | $2.3M | 100% | Dec 2023 |
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| Global Wealth Management Investment Advisory | 31k | $2.1M | -13% | Dec 2023 |
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| Atria Investments | 27k | $1.9M | 62% | Dec 2023 |
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| Signal Advisors Wealth | 25k | $1.9M | 100% | Mar 2024 |
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| Foundations Investment Advisors | 24k | $1.7M | -46% | Dec 2023 |
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| Ausdal Financial Partners | 23k | $1.8M | 4% | Mar 2024 |
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| NinePointTwo Capital | 23k | $1.6M | 0% | Dec 2023 |
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| Rockefeller Capital Management | 21k | $1.5M | 1% | Dec 2023 |
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| Baystate Wealth Management | 20k | $1.4M | -4% | Dec 2023 |
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| Peterson Financial Group | 18k | $1.2M | -13% | Dec 2023 |
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| Arcadia Wealth Management | 17k | $1.2M | -6% | Dec 2023 |
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| Waldron | 17k | $1.2M | 0% | Dec 2023 |
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| McKinley Carter Wealth Services | 17k | $1.2M | -57% | Dec 2023 |
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| Mason & Associates | 16k | $1.1M | -95% | Dec 2023 |
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| Pnc Financial Services | 15k | $1.1M | 0% | Dec 2023 |
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| Country Club Bank | 15k | $1.1M | 0% | Dec 2023 |
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| Venture Visionary Partners | 15k | $1.0M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 14k | $995k | 18% | Dec 2023 |
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| Strategic Blueprint | 14k | $1.0M | -1% | Mar 2024 |
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| M^T Bank Corporation | 10k | $719k | 0% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 9.4k | $717k | 0% | Mar 2024 |
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| MBL Wealth | 8.4k | $641k | -8% | Mar 2024 |
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| Fifth Third Bancorp | 8.0k | $613k | -30% | Mar 2024 |
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| Pineridge Advisors | 7.6k | $532k | 100% | Dec 2023 |
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| Advisor Group Holdings | 7.5k | $523k | -49% | Dec 2023 |
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| Maripau Wealth Management | 7.4k | $522k | -10% | Dec 2023 |
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| Clarus Wealth Advisors | 7.4k | $549k | -4% | Mar 2024 |
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| Flow Traders US | 6.9k | $484k | -19% | Dec 2023 |
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| Prospera Financial Services | 6.8k | $477k | -12% | Dec 2023 |
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| One Wealth Advisors | 6.2k | $475k | -1% | Mar 2024 |
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| GenWealth Group | 5.8k | $445k | 0% | Mar 2024 |
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| Arkadios Wealth Advisors | 5.8k | $408k | 100% | Dec 2023 |
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| J.w. Cole Advisors | 5.1k | $357k | 1% | Dec 2023 |
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| Bank Of Montreal | 5.1k | $356k | 38869% | Dec 2023 |
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| MAI Wealth Advisors | 5.0k | $354k | 27% | Dec 2023 |
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| Leo Wealth | 4.9k | $365k | 100% | Dec 2023 |
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| Wagner Bowman Management | 4.9k | $374k | 0% | Mar 2024 |
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| Meridian Wealth Management | 4.9k | $341k | -50% | Dec 2023 |
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| Oak Harvest Investment Services | 4.9k | $371k | -2% | Mar 2024 |
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| Sawtooth Asset Management | 4.6k | $325k | 100% | Dec 2023 |
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| Franklin Resources | 4.6k | $321k | -15% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 4.6k | $320k | 0% | Dec 2023 |
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| Silverlake Wealth Management | 4.3k | $324k | 0% | Mar 2024 |
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| Pacific Financial Group | 3.8k | $266k | 0% | Dec 2023 |
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| Anchor Capital Advisors | 3.8k | $266k | 0% | Dec 2023 |
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| Pallas Capital Advisors | 3.8k | $288k | 0% | Mar 2024 |
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| Yoder Wealth Management | 3.7k | $286k | 0% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 3.7k | $262k | -64% | Dec 2023 |
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| Ballast Advisors | 3.6k | $253k | 0% | Dec 2023 |
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| Janney Montgomery Scott | 3.4k | $237k | -3% | Dec 2023 |
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| William Blair $ Company | 3.3k | $232k | 0% | Dec 2023 |
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| Wealthsource Partners | 3.2k | $222k | 100% | Dec 2023 |
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| Continuum Advisory | 3.1k | $219k | 0% | Dec 2023 |
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| Qrg Capital Management | 3.0k | $207k | 100% | Dec 2023 |
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| Citadel Advisors | 2.9k | $201k | -49% | Dec 2023 |
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| Affinity Capital Advisors | 2.7k | $209k | 100% | Mar 2024 |
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| FTB Advisors | 2.7k | $190k | 0% | Dec 2023 |
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| Sound Income Strategies | 2.1k | $163k | 2% | Mar 2024 |
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| CWM | 2.0k | $156k | -1% | Mar 2024 |
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| SCBT Financial Corporation | 1.9k | $133k | 100% | Dec 2023 |
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| Key FInancial | 1.8k | $126k | 0% | Dec 2023 |
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| Creekmur Asset Management | 1.7k | $118k | 100% | Dec 2023 |
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| Massmutual Trust | 1.6k | $123k | 100% | Mar 2024 |
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| Milestone Group | 1.6k | $113k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 1.2k | $83k | 0% | Dec 2023 |
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| Us Bancorp | 886.00 | $62k | 0% | Dec 2023 |
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| Spire Wealth Management | 758.00 | $53k | 0% | Dec 2023 |
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| Cedar Mountain Advisors | 732.00 | $56k | 0% | Mar 2024 |
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| Mine & Arao Wealth Creation & Management | 500.00 | $35k | 0% | Dec 2023 |
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| Gradient Investments | 439.00 | $31k | 0% | Dec 2023 |
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| Anchor Investment Management | 400.00 | $28k | 0% | Dec 2023 |
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| Bessemer | 350.00 | $25k | 0% | Dec 2023 |
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| Proequities | 297.00 | $21M | 0% | Dec 2023 |
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| D. J. St. Germain | 294.00 | $21k | 0% | Dec 2023 |
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| Harbour Investments | 289.00 | $20k | 1% | Dec 2023 |
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| Tucker Asset Management | 284.00 | $20k | 398% | Dec 2023 |
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| Cherry Tree Wealth Management | 267.00 | $19k | 0% | Dec 2023 |
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| M&r Capital Management | 124.00 | $8.7k | 0% | Dec 2023 |
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| New Millennium Group | 112.00 | $7.9k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 66.00 | $4.7k | 2% | Dec 2023 |
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| Life Planning Partners | 40.00 | $2.8k | 100% | Dec 2023 |
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| Advisory Services Network | 40.00 | $2.8k | -99% | Dec 2023 |
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| Van Eck Associates Corp. | 34.00 | $2.0k | 100% | Dec 2023 |
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Who sold out of Ishares Tr rus200 val idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Equity Management | Dec 2023 | 15k | $1.1M |
| Jane Street | Sep 2023 | 5.2k | $338k |
| Townsquare Capital | Sep 2023 | 3.1k | $201k |
| Authentikos Wealth Advisory | Sep 2023 | 637.00 | $42k |
| Bank Of Oklahoma National Association / | Sep 2023 | 304.00 | $19k |
| FNY Investment Advisers | Sep 2023 | 100.00 | $6.0k |
| Emerald Investment Partners | Sep 2023 | 81.00 | $5.3k |