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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
278
shares
|
$46,751
0.0% of portfolio
|
Q3 2020
Reduced 78.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
276
shares
|
$46,414
0.02% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
275
shares
|
$46,246
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
273
shares
|
$45,910
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
263
shares
|
$44,228
0.01% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
245
shares
|
$41,201
0.03% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
241
shares
|
$40,528
0.01% of portfolio
|
Q1 2024
Added 75.91%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
231
shares
|
$38,847
0.01% of portfolio
|
Q4 2022
Added 15.5%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
225
shares
|
$37,838
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
224
shares
|
$37,670
0.01% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
216
shares
|
$36,324
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
216
shares
|
$36,324
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
214
shares
|
$35,988
0.0% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
210
shares
|
$35,315
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
210
shares
|
$35,315
0.01% of portfolio
|
Q4 2024
Added 53.28%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
205
shares
|
$34,474
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
204
shares
|
$34,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
193
shares
|
$32,456
0.02% of portfolio
|
Q1 2022
Reduced 14.22%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
190
shares
|
$31,952
0.01% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
190
shares
|
$31,952
0.01% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
187
shares
|
$31,447
0.03% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
185
shares
|
$31,111
0.02% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
182
shares
|
$30,606
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
180
shares
|
$30,270
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
175
shares
|
$29,429
0.0% of portfolio
|
Q3 2024
New holding
|