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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
8,937
shares
|
$1.5 Million
0.14% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
8,866
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,843
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
8,828
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2022
Added 24.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,804
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
8,795
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,759
shares
|
$1.47 Million
0.3% of portfolio
|
Q2 2023
Added 4.56%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
8,652
shares
|
$1.45 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
8,626
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
8,606
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 36.65%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
8,571
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
8,545
shares
|
$1.43 Million
0.67% of portfolio
|
Q2 2023
Reduced 41.65%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
8,340
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,319
shares
|
$1.39 Million
0.36% of portfolio
|
Q4 2024
Added 128.23%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,285
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
8,266
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 43.19%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
8,243
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
8,224
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,192
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
8,183
shares
|
$1.37 Million
0.76% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
8,168
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
8,115
shares
|
$1.36 Million
0.14% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
7,880
shares
|
$1.32 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
7,843
shares
|
$1.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,829
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.34%
|