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 1,099 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$779,641
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$779,641
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$773,626
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,623
shares
|
$772,457
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,623
shares
|
$772,457
0.3% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,622
shares
|
$772,289
0.04% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
4,604
shares
|
$769,282
0.08% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$768,614
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
4,586
shares
|
$766,274
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
4,584
shares
|
$765,940
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,568
shares
|
$763,267
0.06% of portfolio
|
Q4 2023
Reduced 7.7%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,555
shares
|
$761,094
0.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,542
shares
|
$758,922
0.23% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
4,509
shares
|
$753,408
0.49% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,497
shares
|
$751,403
0.02% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,496
shares
|
$751,236
0.02% of portfolio
|
Q4 2024
Reduced 11.91%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$750,568
0.57% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,492
shares
|
$750,568
0.03% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
4,470
shares
|
$746,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
4,439
shares
|
$741,712
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
4,420
shares
|
$738,537
0.37% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
4,386
shares
|
$732,856
0.15% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
4,367
shares
|
$729,682
0.47% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,360
shares
|
$728,512
0.1% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,357
shares
|
$728,011
0.0% of portfolio
|
Q3 2024
Added 3.17%
|