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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
5,586
shares
|
$935,375
0.04% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,585
shares
|
$935,208
0.25% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
5,561
shares
|
$931,189
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
5,560
shares
|
$931,021
0.4% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,546
shares
|
$928,677
0.02% of portfolio
|
Q2 2024
Added 179.82%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
5,455
shares
|
$913,439
0.12% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,435
shares
|
$910,090
0.03% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
5,433
shares
|
$909,755
0.11% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,380
shares
|
$900,880
0.1% of portfolio
|
Q1 2024
Reduced 47.54%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
5,348
shares
|
$895,522
0.46% of portfolio
|
Q3 2024
Added 55.37%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
5,311
shares
|
$889,326
0.66% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
5,311
shares
|
$889,326
0.19% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,297
shares
|
$886,982
0.04% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
5,293
shares
|
$886,312
0.1% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,235
shares
|
$876,600
0.08% of portfolio
|
Q3 2024
Reduced 47.47%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
5,227
shares
|
$875,261
0.04% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,205
shares
|
$871,577
0.2% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,148
shares
|
$862,032
0.07% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,145
shares
|
$861,530
0.2% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
5,141
shares
|
$860,860
0.03% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,130
shares
|
$859,018
0.05% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,038
shares
|
$843,613
0.01% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,031
shares
|
$842,440
0.02% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,031
shares
|
$842,440
0.04% of portfolio
|
Q3 2024
Added 47.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
5,015
shares
|
$839,761
0.08% of portfolio
|
Q4 2024
Added 0.04%
|