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