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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
10,491
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 26.49%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,472
shares
|
$1.75 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,373
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,860
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 611.91%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
9,770
shares
|
$1.63 Million
0.33% of portfolio
|
Q4 2024
Added 83.96%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
9,730
shares
|
$1.63 Million
0.91% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
9,675
shares
|
$1.62 Million
0.38% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,672
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9,628
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
9,584
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,575
shares
|
$1.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,558
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,531
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,506
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
9,445
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Added 68.18%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
9,441
shares
|
$1.58 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
9,425
shares
|
$1.58 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
9,398
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,276
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,270
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,256
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,090
shares
|
$1.52 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
9,073
shares
|
$1.52 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,044
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
9,011
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Added 10.52%
|