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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,835
shares
|
$784,382
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
4,834
shares
|
$784,219
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
4,813
shares
|
$780,812
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,813
shares
|
$780,812
0.05% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
4,785
shares
|
$776,270
0.07% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
4,783
shares
|
$775,946
0.01% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
4,760
shares
|
$772,214
0.1% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
4,758
shares
|
$771,890
0.2% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,749
shares
|
$770,430
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,746
shares
|
$769,943
0.03% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,717
shares
|
$765,238
0.1% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,712
shares
|
$764,427
0.12% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
4,696
shares
|
$761,832
0.39% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,688
shares
|
$760,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$756,965
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$756,965
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$751,124
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,623
shares
|
$749,989
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,623
shares
|
$749,989
0.3% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,622
shares
|
$749,827
0.04% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
4,604
shares
|
$746,906
0.08% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$746,258
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
4,598
shares
|
$745,933
0.43% of portfolio
|
Q4 2024
Added 94.91%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
4,586
shares
|
$743,986
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
4,584
shares
|
$743,662
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|