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 |
|---|---|---|---|---|---|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$460,733
0.02% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
2,838
shares
|
$460,408
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,831
shares
|
$459,273
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,823
shares
|
$457,975
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
2,822
shares
|
$457,813
0.24% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,814
shares
|
$456,515
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,811
shares
|
$456,028
0.12% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,806
shares
|
$455,217
0.09% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,803
shares
|
$454,730
0.05% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,803
shares
|
$454,730
0.15% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,800
shares
|
$454,244
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,794
shares
|
$453,270
0.01% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,771
shares
|
$449,539
0.24% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Feb 13, 2025 Q4 2024 |
2,750
shares
|
$446,132
1.16% of portfolio
|
Q4 2024
Added 83.33%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,745
shares
|
$445,321
0.06% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,728
shares
|
$442,563
0.01% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,725
shares
|
$442,076
0.0% of portfolio
|
Q4 2024
Added 64.35%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
2,722
shares
|
$441,590
0.23% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
2,714
shares
|
$440,292
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,712
shares
|
$439,967
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
2,699
shares
|
$437,858
0.07% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
2,669
shares
|
$432,991
0.02% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
2,638
shares
|
$427,962
0.01% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,638
shares
|
$427,962
0.0% of portfolio
|
Q4 2024
Added 41.14%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,635
shares
|
$427,476
0.09% of portfolio
|
Q4 2024
Added 4.32%
|