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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
5,006
shares
|
$838,254
0.13% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
4,972
shares
|
$832,561
0.49% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,956
shares
|
$829,882
0.01% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
4,935
shares
|
$826,365
0.05% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,904
shares
|
$821,174
0.02% of portfolio
|
Q3 2024
Reduced 64.99%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
4,870
shares
|
$815,481
0.57% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
4,851
shares
|
$812,299
0.41% of portfolio
|
Q1 2020
Reduced 9.33%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,839
shares
|
$810,290
2.29% of portfolio
|
Q3 2023
Added 4.85%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,827
shares
|
$808,281
0.01% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,813
shares
|
$805,936
0.05% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,808
shares
|
$805,099
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,799
shares
|
$803,592
0.03% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,760
shares
|
$797,062
0.2% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
4,760
shares
|
$797,062
0.1% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
4,733
shares
|
$792,540
0.43% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,717
shares
|
$789,861
0.1% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,712
shares
|
$789,024
0.12% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,688
shares
|
$785,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$781,321
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$781,321
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$775,293
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,623
shares
|
$774,121
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,623
shares
|
$774,121
0.3% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
4,604
shares
|
$770,939
0.08% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$770,270
0.03% of portfolio
|
Q3 2023
New holding
|