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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,014
shares
|
$1.17 Million
0.59% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
6,973
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,921
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 86.41%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
6,850
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,824
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,707
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Added 36.24%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Feb 14, 2025 Q4 2024 |
6,678
shares
|
$1.12 Million
0.73% of portfolio
|
Q2 2024
Closed
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
6,665
shares
|
$1.12 Million
0.27% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,610
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
6,593
shares
|
$1.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
6,571
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,565
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,562
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,557
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
6,519
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 61.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
6,517
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
6,513
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,454
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
6,443
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
6,430
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,427
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6,362
shares
|
$1.06 Million
0.64% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
6,306
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,291
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|