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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
3,709
shares
|
$601,711
0.08% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
3,703
shares
|
$600,737
0.13% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
3,701
shares
|
$600,413
0.03% of portfolio
|
Q4 2024
Reduced 26.44%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,623
shares
|
$587,759
0.02% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
3,616
shares
|
$586,623
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,598
shares
|
$583,703
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
3,581
shares
|
$580,945
0.02% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,548
shares
|
$575,592
0.32% of portfolio
|
Q4 2024
Reduced 74.47%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
3,526
shares
|
$572,022
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,518
shares
|
$570,725
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,503
shares
|
$568,291
0.12% of portfolio
|
Q3 2022
Reduced 16.95%
|
|
|
Gator Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,495
shares
|
$566,993
0.22% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,479
shares
|
$564,398
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,477
shares
|
$564,073
0.21% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,472
shares
|
$563,262
0.14% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
3,448
shares
|
$559,369
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,436
shares
|
$557,422
0.01% of portfolio
|
Q4 2023
Added 104.89%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,434
shares
|
$557,097
0.13% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,413
shares
|
$553,690
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,401
shares
|
$551,744
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,377
shares
|
$547,850
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,374
shares
|
$547,364
0.03% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
3,366
shares
|
$546,066
0.24% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,358
shares
|
$544,768
0.01% of portfolio
|
Q4 2024
Added 175.7%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,349
shares
|
$543,308
0.04% of portfolio
|
Q4 2024
Reduced 13.28%
|