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 |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
5,433
shares
|
$881,395
0.11% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,380
shares
|
$872,797
0.11% of portfolio
|
Q1 2024
Reduced 47.54%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
5,379
shares
|
$872,635
0.2% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
5,348
shares
|
$867,606
0.42% of portfolio
|
Q3 2024
Added 55.37%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
5,311
shares
|
$861,603
0.66% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
5,293
shares
|
$858,683
0.1% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,257
shares
|
$852,843
0.04% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
5,238
shares
|
$849,760
0.03% of portfolio
|
Q4 2024
Added 47.13%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
5,237
shares
|
$849,598
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
5,227
shares
|
$847,976
0.04% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,205
shares
|
$844,407
0.2% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,202
shares
|
$843,920
0.03% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,148
shares
|
$835,160
0.07% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
5,148
shares
|
$835,160
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,145
shares
|
$834,673
0.2% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,130
shares
|
$832,239
0.05% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,063
shares
|
$821,370
0.01% of portfolio
|
Q4 2024
Reduced 21.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,031
shares
|
$816,179
0.02% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
5,015
shares
|
$813,583
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
5,006
shares
|
$812,123
0.13% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
4,972
shares
|
$806,607
0.49% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
4,935
shares
|
$800,605
0.05% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
4,870
shares
|
$790,060
0.57% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
4,851
shares
|
$786,977
0.39% of portfolio
|
Q1 2020
Reduced 9.33%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,839
shares
|
$785,030
2.29% of portfolio
|
Q3 2023
Added 4.85%
|