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 |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,469
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,427
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,397
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
6,389
shares
|
$1.07 Million
0.65% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6,362
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
6,317
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
6,306
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,291
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,282
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 334.44%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
6,203
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
6,052
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
6,038
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,005
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,000
shares
|
$1 Million
0.68% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$1 Million
2.22% of portfolio
|
Q4 2021
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,929
shares
|
$992,811
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
5,798
shares
|
$970,875
0.07% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,740
shares
|
$961,162
0.03% of portfolio
|
Q4 2024
Added 319.59%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,732
shares
|
$959,823
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,714
shares
|
$956,809
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
5,706
shares
|
$955,469
0.41% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
5,696
shares
|
$953,795
0.01% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
5,685
shares
|
$951,953
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,616
shares
|
$940,399
0.11% of portfolio
|
Q3 2024
Added 27.49%
|