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 1,139 institutions that hold shares in the stock, with a total of 63.2 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
110,646
shares
|
$18.5 Million
0.05% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
110,500
shares
|
$18.5 Million
0.6% of portfolio
|
Q4 2023
Added 37.1%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
108,259
shares
|
$18.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
107,555
shares
|
$18 Million
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
106,734
shares
|
$17.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
105,052
shares
|
$17.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
103,224
shares
|
$17.3 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
102,425
shares
|
$17.2 Million
0.07% of portfolio
|
Q4 2024
Added 160.59%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
99,952
shares
|
$16.7 Million
0.24% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
98,982
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
96,218
shares
|
$16.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,949
shares
|
$16.1 Million
0.11% of portfolio
|
Q4 2024
Added 38.79%
|
|
|
Lhm, Inc.
Sandy, UT |
Feb 06, 2025 Q4 2024 |
95,768
shares
|
$16 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
95,699
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
94,427
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
94,171
shares
|
$15.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
93,477
shares
|
$15.7 Million
7.32% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
93,315
shares
|
$15.6 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
93,176
shares
|
$15.6 Million
0.24% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
92,380
shares
|
$15.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 43.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
91,627
shares
|
$15.3 Million
0.24% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
91,042
shares
|
$15.2 Million
4.7% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
90,874
shares
|
$15.2 Million
0.19% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
90,108
shares
|
$15.1 Million
0.04% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
89,320
shares
|
$15 Million
2.27% of portfolio
|
Q3 2022
Reduced 13.73%
|