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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,665
shares
|
$270,112
0.04% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
1,661
shares
|
$269,464
0.08% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,660
shares
|
$269,301
0.05% of portfolio
|
Q2 2022
Added 32.8%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
1,660
shares
|
$269,301
0.01% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,657
shares
|
$268,815
0.02% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,656
shares
|
$268,652
0.04% of portfolio
|
Q2 2024
Reduced 14.11%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
1,654
shares
|
$268,328
0.01% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,654
shares
|
$268,328
0.12% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,653
shares
|
$268,166
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,646
shares
|
$267,030
0.1% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,646
shares
|
$267,030
0.04% of portfolio
|
Q1 2023
Reduced 2.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,643
shares
|
$266,543
0.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,642
shares
|
$266,381
0.09% of portfolio
|
Q4 2023
Reduced 15.62%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
1,638
shares
|
$265,732
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,621
shares
|
$262,974
0.13% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,615
shares
|
$262,001
0.26% of portfolio
|
Q2 2023
Reduced 37.28%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
1,611
shares
|
$261,352
0.2% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
1,607
shares
|
$260,703
0.13% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
1,606
shares
|
$260,541
0.02% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,604
shares
|
$260,216
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,588
shares
|
$257,621
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,577
shares
|
$255,836
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,576
shares
|
$255,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,574
shares
|
$255,350
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$255,025
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|