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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,022
shares
|
$490,259
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,006
shares
|
$487,663
0.09% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,001
shares
|
$486,852
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$486,689
0.13% of portfolio
|
Q1 2023
Reduced 1.06%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$486,689
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
2,998
shares
|
$486,365
0.14% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,998
shares
|
$486,365
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,985
shares
|
$484,256
0.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,964
shares
|
$480,849
0.07% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
2,953
shares
|
$479,065
0.24% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
2,950
shares
|
$478,578
0.35% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
2,941
shares
|
$477,118
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
2,922
shares
|
$474,036
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
2,914
shares
|
$472,738
0.22% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
2,901
shares
|
$470,629
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,894
shares
|
$469,493
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,892
shares
|
$469,169
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,889
shares
|
$468,682
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
2,884
shares
|
$467,871
0.07% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,880
shares
|
$467,222
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,873
shares
|
$466,086
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,867
shares
|
$465,113
0.04% of portfolio
|
Q4 2024
Added 102.61%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,866
shares
|
$464,951
0.03% of portfolio
|
Q4 2024
Added 137.25%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,859
shares
|
$463,815
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,841
shares
|
$460,895
0.07% of portfolio
|
Q3 2024
Reduced 3.89%
|