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 1,140 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
22,172
shares
|
$3.73 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
22,164
shares
|
$3.73 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
21,506
shares
|
$3.62 Million
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,050
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,971
shares
|
$3.53 Million
0.48% of portfolio
|
Q4 2024
Added 499.0%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
20,793
shares
|
$3.5 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
20,783
shares
|
$3.5 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
20,717
shares
|
$3.48 Million
0.63% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
20,632
shares
|
$3.47 Million
0.05% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
20,543
shares
|
$3.45 Million
0.18% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,381
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
19,999
shares
|
$3.36 Million
0.13% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
19,869
shares
|
$3.34 Million
1.08% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
19,846
shares
|
$3.34 Million
0.09% of portfolio
|
Q4 2024
Added 132.58%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
19,783
shares
|
$3.33 Million
0.04% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.31 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$3.15 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,695
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Added 567.68%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
18,622
shares
|
$3.13 Million
0.63% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
18,608
shares
|
$3.13 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
18,477
shares
|
$3.11 Million
1.37% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
18,404
shares
|
$3.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
17,951
shares
|
$3.02 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,827
shares
|
$3 Million
2.84% of portfolio
|
Q2 2022
Reduced 42.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,700
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.09%
|