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 1,141 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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,499
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
12,483
shares
|
$2.09 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,424
shares
|
$2.08 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
12,225
shares
|
$2.05 Million
0.7% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
12,190
shares
|
$2.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,065
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
11,998
shares
|
$2.01 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
11,908
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
11,901
shares
|
$1.99 Million
0.22% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
11,858
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
11,841
shares
|
$1.98 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
11,708
shares
|
$1.96 Million
0.96% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
11,679
shares
|
$1.95 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,452
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Added 160.1%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
11,436
shares
|
$1.91 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
11,196
shares
|
$1.87 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
11,150
shares
|
$1.87 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
11,036
shares
|
$1.85 Million
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Towle & CO
Denver, CO |
Feb 14, 2025 Q4 2024 |
10,972
shares
|
$1.84 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
10,922
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Added 77.68%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
10,782
shares
|
$1.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,757
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
10,757
shares
|
$1.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
10,750
shares
|
$1.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,510
shares
|
$1.76 Million
0.5% of portfolio
|
Q4 2024
Added 0.35%
|