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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,442
shares
|
$241,275
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,438
shares
|
$240,606
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,435
shares
|
$240,104
0.0% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,432
shares
|
$239,602
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,430
shares
|
$239,267
0.02% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
1,424
shares
|
$238,263
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,421
shares
|
$237,761
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,408
shares
|
$235,586
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,403
shares
|
$234,749
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
1,400
shares
|
$234,248
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,399
shares
|
$234,080
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,380
shares
|
$230,901
0.02% of portfolio
|
Q4 2024
Reduced 52.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,380
shares
|
$230,901
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
1,375
shares
|
$230,065
0.07% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,365
shares
|
$228,391
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,358
shares
|
$227,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,354
shares
|
$226,551
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
1,352
shares
|
$226,216
0.01% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,349
shares
|
$225,714
0.08% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
1,343
shares
|
$224,710
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
1,341
shares
|
$224,376
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,335
shares
|
$223,372
0.01% of portfolio
|
Q1 2024
Reduced 32.27%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Feb 14, 2025 Q4 2024 |
1,330
shares
|
$222,535
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,328
shares
|
$222,200
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,327
shares
|
$222,033
0.01% of portfolio
|
Q4 2024
New holding
|