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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
623
shares
|
$104,769
0.01% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
616
shares
|
$103,592
0.01% of portfolio
|
Q3 2024
Added 1402.44%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
610
shares
|
$102,583
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
605
shares
|
$101,742
0.03% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
600
shares
|
$100,901
0.03% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
585
shares
|
$98,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
548
shares
|
$92,157
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
539
shares
|
$90,643
0.01% of portfolio
|
Q2 2024
Reduced 15.65%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
527
shares
|
$88,625
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
525
shares
|
$88,289
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
523
shares
|
$87,952
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
509
shares
|
$85,598
0.0% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
494
shares
|
$83,075
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
494
shares
|
$83,075
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
489
shares
|
$82,235
0.0% of portfolio
|
Q4 2023
Reduced 79.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
482
shares
|
$81,057
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
475
shares
|
$79,880
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
474
shares
|
$79,712
0.09% of portfolio
|
Q1 2023
Reduced 62.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
471
shares
|
$79,208
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
460
shares
|
$77,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$77,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
459
shares
|
$77,190
0.03% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
418
shares
|
$70,295
0.0% of portfolio
|
Q4 2024
Added 154.88%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
417
shares
|
$70,126
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
417
shares
|
$70,126
0.02% of portfolio
|
Q4 2018
New holding
|