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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$305,359
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
1,825
shares
|
$305,359
0.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
1,822
shares
|
$304,857
0.06% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
1,820
shares
|
$304,522
0.11% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
1,818
shares
|
$304,187
0.53% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,812
shares
|
$303,183
0.02% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
1,808
shares
|
$302,514
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$302,179
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,794
shares
|
$300,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,790
shares
|
$299,502
0.06% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
1,783
shares
|
$298,331
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
1,765
shares
|
$295,319
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,763
shares
|
$294,985
0.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,757
shares
|
$293,981
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,750
shares
|
$292,810
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$289,630
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,725
shares
|
$288,627
0.0% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
1,716
shares
|
$287,121
0.02% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
1,713
shares
|
$286,619
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
1,712
shares
|
$286,451
0.09% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,711
shares
|
$286,284
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,704
shares
|
$285,113
0.03% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,688
shares
|
$282,436
0.01% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
1,677
shares
|
$280,595
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,676
shares
|
$280,428
0.01% of portfolio
|
Q4 2024
Reduced 35.54%
|