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 |
|---|---|---|---|---|---|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,431
shares
|
$394,381
0.41% of portfolio
|
Q4 2024
Added 59.31%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
2,417
shares
|
$392,109
0.08% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
2,399
shares
|
$389,189
0.01% of portfolio
|
Q4 2024
Added 32.76%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
2,392
shares
|
$388,054
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,389
shares
|
$387,567
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,389
shares
|
$387,567
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,379
shares
|
$385,945
0.86% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,378
shares
|
$385,782
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
2,375
shares
|
$385,296
0.05% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,371
shares
|
$384,647
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
2,362
shares
|
$383,187
0.32% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,340
shares
|
$379,618
0.51% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,330
shares
|
$377,995
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,321
shares
|
$376,535
0.16% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,305
shares
|
$373,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
2,304
shares
|
$373,777
0.23% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
2,293
shares
|
$371,993
0.05% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,276
shares
|
$369,235
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,272
shares
|
$368,586
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
2,268
shares
|
$367,937
0.06% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,245
shares
|
$364,206
0.02% of portfolio
|
Q4 2024
Reduced 35.13%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
2,232
shares
|
$362,097
0.13% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
2,206
shares
|
$357,879
0.04% of portfolio
|
Q4 2024
Reduced 30.69%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,204
shares
|
$357,554
0.09% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
2,195
shares
|
$356,094
0.07% of portfolio
|
Q4 2024
Reduced 1.44%
|