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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
70
shares
|
$11,771
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
70
shares
|
$11,771
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
70
shares
|
$11,771
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
67
shares
|
$11,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
66
shares
|
$11,099
0.01% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
66
shares
|
$11,099
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
66
shares
|
$11,099
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$10,931
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
64
shares
|
$10,762
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
63
shares
|
$10,594
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
63
shares
|
$10,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
60
shares
|
$10,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$9,753
0.01% of portfolio
|
Q3 2023
Reduced 69.79%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
57
shares
|
$9,585
0.0% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
57
shares
|
$9,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
57
shares
|
$9,585
0.0% of portfolio
|
Q3 2024
Added 171.43%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
56
shares
|
$9,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
55
shares
|
$9,249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
54
shares
|
$9,081
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
50
shares
|
$8,408
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
50
shares
|
$8,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
49
shares
|
$8,240
0.0% of portfolio
|
Q1 2024
Reduced 67.97%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
48
shares
|
$8,072
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
47
shares
|
$7,903
0.0% of portfolio
|
Q2 2024
Added 46.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
45
shares
|
$7,567
0.0% of portfolio
|
Q3 2022
New holding
|