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 1,150 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$73 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
388,055
shares
|
$59.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 46.37%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
357,808
shares
|
$54.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
356,563
shares
|
$54.6 Million
6.07% of portfolio
|
Q4 2024
Added 34.19%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
353,722
shares
|
$54.2 Million
1.38% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
346,539
shares
|
$53.1 Million
1.81% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,734
shares
|
$49 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
317,299
shares
|
$48.6 Million
0.7% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
306,025
shares
|
$46.9 Million
0.23% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
289,605
shares
|
$44.3 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
262,751
shares
|
$40.2 Million
0.09% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,013
shares
|
$40 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
258,958
shares
|
$39.6 Million
1.16% of portfolio
|
Q4 2024
Reduced 42.32%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
258,696
shares
|
$39.6 Million
0.32% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
247,881
shares
|
$38 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
235,553
shares
|
$36.1 Million
0.56% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
232,917
shares
|
$35.7 Million
1.55% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
232,740
shares
|
$35.6 Million
0.01% of portfolio
|
Q4 2024
Added 36.98%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
232,293
shares
|
$35.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
230,481
shares
|
$35.3 Million
1.05% of portfolio
|
Q4 2019
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
227,439
shares
|
$34.8 Million
0.05% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
226,156
shares
|
$34.6 Million
0.08% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
221,933
shares
|
$34 Million
3.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
214,968
shares
|
$32.9 Million
0.0% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
204,782
shares
|
$31.4 Million
0.62% of portfolio
|
Q4 2024
Added 0.02%
|