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 1,140 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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
856
shares
|
$143,953
0.03% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
839
shares
|
$141,094
0.03% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
826
shares
|
$138,908
0.04% of portfolio
|
Q1 2023
Reduced 4.84%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
811
shares
|
$136,385
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
807
shares
|
$135,713
0.01% of portfolio
|
Q4 2024
Reduced 67.22%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
799
shares
|
$134,367
0.0% of portfolio
|
Q4 2024
Reduced 39.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
794
shares
|
$133,526
0.01% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
793
shares
|
$133,358
0.01% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
785
shares
|
$132,013
0.02% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
758
shares
|
$127,472
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
754
shares
|
$126,800
0.0% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
752
shares
|
$126,463
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
750
shares
|
$126,127
0.01% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
720
shares
|
$121,082
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
709
shares
|
$119,232
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
702
shares
|
$118,055
0.01% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
685
shares
|
$115,196
0.06% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
659
shares
|
$110,824
0.02% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
659
shares
|
$110,824
0.01% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
655
shares
|
$110,151
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
650
shares
|
$109,310
0.03% of portfolio
|
Q4 2019
Added 116.72%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
641
shares
|
$107,796
0.04% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
637
shares
|
$107,124
0.01% of portfolio
|
Q2 2024
Added 32.43%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
632
shares
|
$106,283
0.0% of portfolio
|
Q3 2022
Added 121.75%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
627
shares
|
$105,442
0.01% of portfolio
|
Q4 2024
Added 9.04%
|