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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,611
shares
|
$423,582
0.03% of portfolio
|
Q4 2024
Added 87.57%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
2,605
shares
|
$422,609
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$418,553
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$418,391
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,576
shares
|
$417,904
0.14% of portfolio
|
Q4 2024
Added 114.67%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
2,569
shares
|
$416,768
0.06% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,562
shares
|
$415,633
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,558
shares
|
$414,984
0.01% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,540
shares
|
$412,064
0.13% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,538
shares
|
$411,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,516
shares
|
$408,170
0.05% of portfolio
|
Q3 2022
Added 7.38%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,515
shares
|
$408,008
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,509
shares
|
$407,035
0.06% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,500
shares
|
$405,575
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,497
shares
|
$405,088
0.02% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,496
shares
|
$404,926
0.04% of portfolio
|
Q4 2022
Reduced 1.5%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
2,495
shares
|
$404,763
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
2,482
shares
|
$402,654
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,480
shares
|
$402,330
0.01% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
2,476
shares
|
$401,681
0.14% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,471
shares
|
$400,870
0.15% of portfolio
|
Q3 2022
Reduced 1.59%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,466
shares
|
$400,059
0.07% of portfolio
|
Q4 2024
Reduced 36.85%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,452
shares
|
$397,787
0.02% of portfolio
|
Q2 2024
Reduced 32.25%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
2,445
shares
|
$396,652
0.17% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
2,436
shares
|
$395,192
0.01% of portfolio
|
Q4 2024
Added 23.78%
|