Institutional Ownership Ishares Russell2000 Val ETF (IWN)
This table provides information about the institutional ownership of Ishares Russell2000 Val ETF (IWN). We have compiled data on the 1,150 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,717,220
shares
|
$1.04 Billion
0.09% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,483,192
shares
|
$850 Million
0.06% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,737,898
shares
|
$424 Million
1.36% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,729,738
shares
|
$423 Million
0.43% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$387 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,064,259
shares
|
$320 Million
0.11% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
1,232,534
shares
|
$191 Million
3.02% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,219,525
shares
|
$189 Million
0.14% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,121,580
shares
|
$174 Million
0.03% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
1,080,253
shares
|
$167 Million
1.47% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,045,357
shares
|
$162 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,019,206
shares
|
$158 Million
0.04% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
994,993
shares
|
$154 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
963,573
shares
|
$149 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
920,007
shares
|
$143 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
829,076
shares
|
$129 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
800,673
shares
|
$124 Million
0.15% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
679,484
shares
|
$105 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
619,500
shares
|
$96 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
612,313
shares
|
$94.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
603,320
shares
|
$93.5 Million
2.71% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
594,012
shares
|
$92.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
537,775
shares
|
$83.4 Million
0.09% of portfolio
|
Q4 2024
Added 68.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
535,177
shares
|
$83 Million
0.02% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
502,799
shares
|
$77.9 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.82%
|