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 $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
4,175
shares
|
$677,310
0.32% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$675,850
0.46% of portfolio
|
Q4 2024
Added 52.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,146
shares
|
$672,605
0.03% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,119
shares
|
$668,225
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
4,101
shares
|
$665,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
4,070
shares
|
$660,276
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,060
shares
|
$658,653
0.33% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
4,032
shares
|
$654,111
0.11% of portfolio
|
Q3 2024
Added 76.46%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$648,920
0.03% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$648,920
0.0% of portfolio
|
Q1 2024
Reduced 32.2%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
3,973
shares
|
$644,539
0.19% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,875
shares
|
$628,641
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
3,867
shares
|
$627,343
0.07% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,841
shares
|
$623,125
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
3,822
shares
|
$620,043
0.01% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,820
shares
|
$619,718
0.12% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,803
shares
|
$616,960
0.02% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$615,338
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,787
shares
|
$614,365
0.13% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,757
shares
|
$609,498
0.02% of portfolio
|
Q4 2024
Added 56.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,757
shares
|
$609,498
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
3,748
shares
|
$608,038
0.26% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
3,726
shares
|
$604,468
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,722
shares
|
$603,820
0.03% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,717
shares
|
$603,008
0.08% of portfolio
|
Q4 2024
New holding
|