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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
33,842
shares
|
$5.67 Million
0.02% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
33,486
shares
|
$5.61 Million
0.13% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
33,462
shares
|
$5.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
33,123
shares
|
$5.55 Million
0.08% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
32,691
shares
|
$5.48 Million
1.04% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
32,243
shares
|
$5.4 Million
0.49% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
31,957
shares
|
$5.35 Million
0.22% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
31,556
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 77.83%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
31,555
shares
|
$5.29 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$5.25 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
30,676
shares
|
$5.14 Million
2.2% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
29,539
shares
|
$4.95 Million
1.46% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$4.91 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,829
shares
|
$4.83 Million
0.0% of portfolio
|
Q4 2024
Added 1237.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,725
shares
|
$4.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
28,256
shares
|
$4.73 Million
0.53% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
28,015
shares
|
$4.69 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
27,621
shares
|
$4.63 Million
0.29% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
27,503
shares
|
$4.61 Million
0.15% of portfolio
|
Q4 2024
Added 125.25%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
27,303
shares
|
$4.57 Million
1.46% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
27,145
shares
|
$4.55 Million
0.0% of portfolio
|
Q4 2024
Added 93.13%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
27,104
shares
|
$4.54 Million
0.55% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
27,014
shares
|
$4.52 Million
0.03% of portfolio
|
Q4 2024
Added 78.84%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
26,921
shares
|
$4.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
26,785
shares
|
$4.49 Million
1.56% of portfolio
|
Q4 2024
Added 0.01%
|