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 | 9.5M | $723M | 6% | Mar 2024 |
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| Envestnet Portfolio Solutions | 7.1M | $542M | 16% | Mar 2024 |
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| First Citizens Bank & Trust | 6.7M | $508M | 16% | Mar 2024 |
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| AE Wealth Management | 914k | $70M | -51% | Mar 2024 |
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| First Citizens Asset Management | 715k | $55M | 3% | Mar 2024 |
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| Pegasus Partners | 684k | $52M | 7% | Mar 2024 |
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| Bp Wealth Management | 482k | $37M | 96% | Mar 2024 |
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| Ameriprise Financial | 442k | $34M | 241% | Mar 2024 |
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| Branch Banking & Trust Company | 437k | $33M | -1% | Mar 2024 |
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| UBS Group | 297k | $23M | 3% | Mar 2024 |
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| Compton Wealth Advisory Group | 251k | $19M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 219k | $17M | -4% | Mar 2024 |
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| 9258 Wealth Management | 208k | $16M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 198k | $15M | -3% | Mar 2024 |
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| Simplicity Wealth | 181k | $14M | 8% | Mar 2024 |
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| Wells Fargo & Company | 173k | $13M | 4% | Mar 2024 |
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| Horst & Graben Wealth Management | 167k | $13M | -17% | Mar 2024 |
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| Goss Wealth Management | 156k | $12M | -32% | Mar 2024 |
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| Bank of America Corporation | 155k | $12M | -17% | Mar 2024 |
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| Kingdom Financial Group | 153k | $12M | 56% | Mar 2024 |
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| Morgan Stanley | 145k | $11M | 3% | Mar 2024 |
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| Kestra Private Wealth Services | 139k | $11M | 1% | Mar 2024 |
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| Wsfs Capital Management | 124k | $9.5M | 41% | Mar 2024 |
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| Royal Bank of Canada | 111k | $8.5M | 9% | Mar 2024 |
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| Surience Private Wealth | 105k | $8.0M | 100% | Mar 2024 |
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| Ing Investment Management | 99k | $7.6M | 194% | Mar 2024 |
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| Susquehanna International | 62k | $4.7M | 197% | Mar 2024 |
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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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| Csenge Advisory Group | 53k | $4.1M | -3% | Mar 2024 |
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| Harbor Investment Advisory | 52k | $4.0M | 0% | Mar 2024 |
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| LPL Financial | 51k | $3.9M | -7% | Mar 2024 |
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| Cambridge Investment Research Advisors | 41k | $3.1M | 21% | Mar 2024 |
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| Integrated Wealth Concepts | 41k | $3.1M | 8% | Mar 2024 |
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| Citadel Advisors | 38k | $2.9M | 1222% | Mar 2024 |
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| Raymond James Financial Services Advisors | 37k | $2.9M | 20% | Mar 2024 |
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| Oppenheimer & Co | 35k | $2.7M | 10% | Mar 2024 |
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| Family Wealth Group | 33k | $2.3M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 32k | $2.4M | 125% | Mar 2024 |
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| Global Wealth Management Investment Advisory | 29k | $2.2M | -7% | Mar 2024 |
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| Atria Investments | 27k | $1.9M | 62% | Dec 2023 |
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| HighTower Advisors | 27k | $2.1M | -40% | Mar 2024 |
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| Signal Advisors Wealth | 25k | $1.9M | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 24k | $1.8M | -6% | Mar 2024 |
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| Foundations Investment Advisors | 24k | $1.8M | -3% | Mar 2024 |
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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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| Arcadia Wealth Management | 18k | $1.3M | 1% | Mar 2024 |
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| Waldron | 17k | $1.3M | 0% | Mar 2024 |
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| Goldman Sachs Group | 17k | $1.3M | -64% | Mar 2024 |
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| Envestnet Asset Management | 17k | $1.3M | 25% | Mar 2024 |
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| McKinley Carter Wealth Services | 17k | $1.3M | -4% | Mar 2024 |
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| Pnc Financial Services | 15k | $1.2M | 1% | Mar 2024 |
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| Country Club Bank | 15k | $1.2M | 0% | Mar 2024 |
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| Venture Visionary Partners | 15k | $1.1M | 0% | Mar 2024 |
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| Strategic Blueprint | 14k | $1.0M | -1% | Mar 2024 |
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| M^T Bank Corporation | 10k | $782k | 0% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 9.4k | $717k | 0% | Mar 2024 |
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| Mason & Associates | 8.5k | $652k | -47% | Mar 2024 |
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| MBL Wealth | 8.4k | $641k | -8% | Mar 2024 |
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| Proficio Capital Partners | 8.4k | $641k | -3% | Mar 2024 |
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| Fifth Third Bancorp | 8.0k | $613k | -30% | Mar 2024 |
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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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| 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 | $444k | 0% | Mar 2024 |
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| Flow Traders US | 5.8k | $440k | -16% | Mar 2024 |
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| Beaumont Financial Advisors | 5.4k | $415k | 100% | Mar 2024 |
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| Glenmede Trust Company | 5.4k | $415k | 4% | Mar 2024 |
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| FMR | 5.3k | $404k | 34% | Mar 2024 |
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| Tower Research Capital | 5.2k | $398k | -10% | Mar 2024 |
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| J.w. Cole Advisors | 5.2k | $397k | 2% | Mar 2024 |
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| Bank Of Montreal | 5.1k | $387k | 0% | Mar 2024 |
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| MAI Wealth Advisors | 5.0k | $385k | 0% | Mar 2024 |
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| Wagner Bowman Management | 4.9k | $374k | 0% | Mar 2024 |
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| Meridian Wealth Management | 4.9k | $372k | 0% | Mar 2024 |
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| Oak Harvest Investment Services | 4.9k | $371k | -2% | Mar 2024 |
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| Pineridge Advisors | 4.7k | $362k | -37% | Mar 2024 |
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| Leo Wealth | 4.7k | $357k | -5% | Mar 2024 |
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| Sawtooth Asset Management | 4.6k | $325k | 100% | Dec 2023 |
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| Laurel Wealth Advisors | 4.6k | $351k | 0% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 4.6k | $348k | 0% | Mar 2024 |
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| Gts Securities | 4.5k | $342k | 100% | Mar 2024 |
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| Captrust Financial Advisors | 4.5k | $340k | -88% | Mar 2024 |
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| Silverlake Wealth Management | 4.3k | $324k | 0% | Mar 2024 |
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| Resources Investment Advisors | 4.1k | $310k | -73% | Mar 2024 |
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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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| Anchor Capital Advisors | 3.7k | $284k | -2% | Mar 2024 |
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| Pacific Financial Group | 3.7k | $282k | -3% | Mar 2024 |
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| Ballast Advisors | 3.6k | $275k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 3.4k | $258k | 0% | Mar 2024 |
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| William Blair $ Company | 3.3k | $252k | 0% | Mar 2024 |
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| Wealthsource Partners | 3.2k | $222k | 100% | Dec 2023 |
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| Continuum Advisory | 3.1k | $235k | 0% | Mar 2024 |
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| Affinity Capital Advisors | 2.7k | $209k | 100% | Mar 2024 |
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| Advisor Group Holdings | 2.7k | $205k | -64% | Mar 2024 |
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| HPM Partners | 2.6k | $201k | 100% | Mar 2024 |
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| FTB Advisors | 2.6k | $200k | -3% | Mar 2024 |
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| Regions Bank | 2.6k | $200k | 100% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 2.3k | $175k | -38% | Mar 2024 |
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| Franklin Resources | 2.2k | $170k | -51% | Mar 2024 |
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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 | $145k | 0% | Mar 2024 |
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| Key FInancial | 1.8k | $137k | 0% | Mar 2024 |
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| Massmutual Trust | 1.6k | $123k | 100% | Mar 2024 |
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| Milestone Group | 1.6k | $123k | 0% | Mar 2024 |
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| Qube Research & Technologies | 1.3k | $96k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 1.2k | $90k | 0% | Mar 2024 |
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| Us Bancorp | 886.00 | $68k | 0% | Mar 2024 |
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| Spire Wealth Management | 758.00 | $58k | 0% | Mar 2024 |
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| Cedar Mountain Advisors | 732.00 | $56k | 0% | Mar 2024 |
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| Farther Finance Advisors | 533.00 | $41k | 100% | Mar 2024 |
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| Mine & Arao Wealth Creation & Management | 500.00 | $38k | 0% | Mar 2024 |
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| Creekmur Asset Management | 460.00 | $35k | -73% | Mar 2024 |
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| Gradient Investments | 439.00 | $34k | 0% | Mar 2024 |
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| Anchor Investment Management | 400.00 | $31k | 0% | Mar 2024 |
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| Van Eck Associates Corp. | 366.00 | $28k | 976% | Mar 2024 |
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| Bessemer | 350.00 | $25k | 0% | Dec 2023 |
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| Proequities | 297.00 | $23M | 0% | Mar 2024 |
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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 | $20k | 0% | Mar 2024 |
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| A. Montag and Associates | 200.00 | $15k | 100% | Mar 2024 |
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| FinTrust Capital Advisors | 160.00 | $12k | 0% | Mar 2024 |
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| M&r Capital Management | 124.00 | $8.7k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 66.00 | $5.1k | 0% | Mar 2024 |
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Who sold out of Ishares Tr rus200 val idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Dec 2023 | 64k | $4.5M |
| Peterson Financial Group | Dec 2023 | 18k | $1.2M |
| Strategic Equity Management | Dec 2023 | 15k | $1.1M |
| Catalina Capital Group | Dec 2023 | 8.2k | $573k |
| Qrg Capital Management | Dec 2023 | 3.0k | $207k |
| Brian McDonald | Sep 2023 | 261.00 | $17k |
| New Millennium Group | Dec 2023 | 112.00 | $7.9k |