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 |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
7,774
shares
|
$1.3 Million
0.22% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,694
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
7,638
shares
|
$1.28 Million
0.61% of portfolio
|
Q4 2024
Added 133.22%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,625
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
7,609
shares
|
$1.27 Million
0.83% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
7,595
shares
|
$1.27 Million
0.91% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,527
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.09%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,519
shares
|
$1.26 Million
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,500
shares
|
$1.25 Million
0.72% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,498
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,465
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 95.11%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
7,445
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
7,414
shares
|
$1.24 Million
1.2% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
7,413
shares
|
$1.24 Million
0.46% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
7,400
shares
|
$1.24 Million
0.77% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
7,341
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
7,272
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
7,255
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,236
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 30.47%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
7,141
shares
|
$1.19 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
7,125
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2021
Reduced 0.07%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
7,114
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,079
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,072
shares
|
$1.18 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.84%
|