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 $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,007
shares
|
$325,595
0.04% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,001
shares
|
$324,622
0.02% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$324,460
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,985
shares
|
$322,026
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
1,970
shares
|
$319,593
0.03% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,969
shares
|
$319,430
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,951
shares
|
$316,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,950
shares
|
$316,348
0.0% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
1,950
shares
|
$316,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
1,950
shares
|
$316,348
0.2% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,945
shares
|
$315,537
0.01% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,941
shares
|
$314,888
0.07% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,935
shares
|
$313,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,934
shares
|
$313,752
0.01% of portfolio
|
Q4 2024
Reduced 21.25%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,925
shares
|
$312,292
0.13% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
1,925
shares
|
$312,292
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,921
shares
|
$311,643
0.12% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,896
shares
|
$307,588
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
1,873
shares
|
$303,856
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,863
shares
|
$302,234
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,851
shares
|
$300,287
0.1% of portfolio
|
Q1 2024
Reduced 32.57%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
1,848
shares
|
$299,801
0.36% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,842
shares
|
$298,827
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,833
shares
|
$297,367
0.02% of portfolio
|
Q4 2024
Added 63.22%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,827
shares
|
$296,394
0.03% of portfolio
|
Q4 2024
Added 45.81%
|