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 1,079 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
15,710
shares
|
$2.63 Million
0.37% of portfolio
|
Q4 2022
Reduced 46.06%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
15,645
shares
|
$2.62 Million
0.32% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,549
shares
|
$2.6 Million
0.16% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
15,416
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,394
shares
|
$2.58 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,344
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 92.12%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
15,273
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2024
Added 142.47%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
15,239
shares
|
$2.55 Million
0.3% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
15,235
shares
|
$2.55 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,120
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2022
Added 51.72%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,105
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.45 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,551
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2024
Added 111.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,498
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
14,401
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.41 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,382
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
14,358
shares
|
$2.4 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
14,331
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,246
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
14,055
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
13,728
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
13,347
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
13,283
shares
|
$2.22 Million
0.12% of portfolio
|
Q4 2023
Added 18.53%
|