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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.46 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,559
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,498
shares
|
$2.44 Million
0.07% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
14,401
shares
|
$2.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,382
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
14,358
shares
|
$2.41 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
14,332
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
14,331
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
14,129
shares
|
$2.38 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
13,728
shares
|
$2.31 Million
0.2% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,727
shares
|
$2.31 Million
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
13,283
shares
|
$2.23 Million
0.12% of portfolio
|
Q4 2023
Added 18.53%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
13,050
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2024
Added 896.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
12,993
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
12,942
shares
|
$2.18 Million
0.13% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,880
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,874
shares
|
$2.17 Million
1.75% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
12,803
shares
|
$2.15 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 14, 2025 Q4 2024 |
12,733
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,729
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
12,725
shares
|
$2.14 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
12,615
shares
|
$2.12 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
12,569
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,552
shares
|
$2.11 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.04%
|