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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
171
shares
|
$28,757
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
168
shares
|
$28,252
0.01% of portfolio
|
Q2 2023
Added 0.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
163
shares
|
$27,411
0.0% of portfolio
|
Q3 2022
Added 1381.82%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
161
shares
|
$27,075
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
159
shares
|
$26,739
0.01% of portfolio
|
Q3 2024
Added 67.37%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
158
shares
|
$26,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
155
shares
|
$26,066
0.01% of portfolio
|
Q2 2023
Reduced 16.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
154
shares
|
$25,898
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
151
shares
|
$25,393
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
151
shares
|
$25,393
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
150
shares
|
$25,225
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
150
shares
|
$25,225
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
150
shares
|
$25,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
150
shares
|
$25,225
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
150
shares
|
$25,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
148
shares
|
$24,889
0.01% of portfolio
|
Q2 2024
Added 38.32%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
147
shares
|
$24,720
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
147
shares
|
$24,720
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
145
shares
|
$24,384
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
145
shares
|
$24,384
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
144
shares
|
$24,216
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
139
shares
|
$23,375
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
137
shares
|
$23,039
0.01% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
132
shares
|
$22,198
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
130
shares
|
$21,862
0.01% of portfolio
|
Q1 2019
Reduced 8.45%
|