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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
4,179
shares
|
$699,773
0.05% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$697,596
0.46% of portfolio
|
Q4 2024
Added 52.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,146
shares
|
$694,247
0.03% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,124
shares
|
$690,563
0.0% of portfolio
|
Q3 2024
Added 1112.94%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,060
shares
|
$679,847
0.33% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
4,032
shares
|
$675,158
0.13% of portfolio
|
Q3 2024
Added 76.46%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$669,800
0.03% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$669,800
0.0% of portfolio
|
Q1 2024
Reduced 32.2%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
3,988
shares
|
$667,790
0.2% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$657,743
0.07% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,877
shares
|
$649,203
0.04% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,875
shares
|
$648,868
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,862
shares
|
$646,691
0.05% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,828
shares
|
$640,998
0.07% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,826
shares
|
$640,663
0.01% of portfolio
|
Q3 2024
Added 114.22%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
3,822
shares
|
$639,993
0.01% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,820
shares
|
$639,659
0.12% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
3,803
shares
|
$636,812
0.02% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$635,137
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
3,791
shares
|
$634,802
0.27% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,787
shares
|
$634,133
0.13% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,757
shares
|
$629,109
0.02% of portfolio
|
Q4 2024
Added 56.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,757
shares
|
$629,109
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,726
shares
|
$623,918
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,722
shares
|
$623,248
0.03% of portfolio
|
Q4 2024
Added 5.5%
|