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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,192
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,186
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
8,183
shares
|
$1.37 Million
0.76% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,153
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,129
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
8,115
shares
|
$1.36 Million
0.14% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,843
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,829
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,800
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 90.24%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
7,795
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2024
Added 466.91%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,793
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 100.85%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
7,734
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,694
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,625
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
7,609
shares
|
$1.27 Million
0.83% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
7,595
shares
|
$1.27 Million
0.91% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
7,595
shares
|
$1.27 Million
0.35% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,527
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.09%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,519
shares
|
$1.26 Million
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,498
shares
|
$1.26 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
7,445
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
7,414
shares
|
$1.24 Million
1.2% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
7,413
shares
|
$1.24 Million
0.46% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Factorial Partners, LLC
|
Nov 08, 2024 Q3 2024 |
7,400
shares
|
$1.24 Million
0.79% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|