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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
1,234
shares
|
$206,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,234
shares
|
$206,472
0.02% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
1,232
shares
|
$206,138
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,230
shares
|
$205,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,220
shares
|
$204,130
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,198
shares
|
$200,449
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,163
shares
|
$194,593
0.07% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,151
shares
|
$192,585
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,111
shares
|
$185,892
0.05% of portfolio
|
Q4 2023
Added 2122.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$184,052
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,069
shares
|
$178,865
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,051
shares
|
$175,853
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,043
shares
|
$174,514
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,037
shares
|
$173,510
0.01% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,036
shares
|
$173,343
0.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,016
shares
|
$169,997
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,010
shares
|
$168,993
0.04% of portfolio
|
Q4 2024
Reduced 25.24%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
997
shares
|
$166,818
0.11% of portfolio
|
Q4 2024
Added 32.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
994
shares
|
$166,316
0.02% of portfolio
|
Q2 2024
Added 98.8%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
939
shares
|
$157,113
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
929
shares
|
$155,440
0.02% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
925
shares
|
$154,771
0.01% of portfolio
|
Q2 2024
Reduced 25.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
911
shares
|
$152,428
0.01% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
890
shares
|
$148,914
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
862
shares
|
$144,229
0.08% of portfolio
|
Q4 2024
Reduced 0.69%
|