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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,343
shares
|
$542,334
0.02% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,343
shares
|
$542,334
0.02% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
3,339
shares
|
$541,685
0.1% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
3,325
shares
|
$539,414
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,317
shares
|
$538,116
0.03% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
3,225
shares
|
$523,191
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,222
shares
|
$522,705
0.13% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,212
shares
|
$521,082
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,211
shares
|
$520,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,196
shares
|
$518,487
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,182
shares
|
$516,215
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,177
shares
|
$515,404
0.11% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
3,157
shares
|
$512,160
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,157
shares
|
$512,160
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,153
shares
|
$511,511
0.38% of portfolio
|
Q1 2022
Added 4.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,149
shares
|
$510,862
0.08% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
3,105
shares
|
$503,724
0.01% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,090
shares
|
$501,290
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,082
shares
|
$499,992
0.04% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,067
shares
|
$497,559
0.41% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,062
shares
|
$496,748
0.08% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
3,060
shares
|
$496,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,055
shares
|
$495,612
0.07% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,051
shares
|
$494,963
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,033
shares
|
$492,043
0.01% of portfolio
|
Q4 2023
Reduced 5.84%
|