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 1,070 institutions that hold shares in the stock, with a total of 58.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
18,948
shares
|
$3.19 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,847
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,809
shares
|
$3.17 Million
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$3.16 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
18,677
shares
|
$3.14 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
18,608
shares
|
$3.13 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
18,447
shares
|
$3.1 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
18,086
shares
|
$3.04 Million
0.21% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
17,951
shares
|
$3.02 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,827
shares
|
$3 Million
2.84% of portfolio
|
Q2 2022
Reduced 42.6%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,446
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
17,170
shares
|
$2.89 Million
0.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
16,908
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
16,877
shares
|
$2.84 Million
1.18% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
16,826
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
16,605
shares
|
$2.79 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,244
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
16,147
shares
|
$2.72 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
15,859
shares
|
$2.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
15,769
shares
|
$2.65 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
15,710
shares
|
$2.64 Million
0.37% of portfolio
|
Q4 2022
Reduced 46.06%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
15,645
shares
|
$2.63 Million
0.32% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,549
shares
|
$2.62 Million
0.16% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
15,416
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.82%
|