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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$633,772
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,787
shares
|
$632,769
0.13% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,757
shares
|
$627,757
0.02% of portfolio
|
Q4 2024
Added 56.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,757
shares
|
$627,757
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
3,748
shares
|
$626,253
0.26% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
3,726
shares
|
$622,577
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,722
shares
|
$621,908
0.03% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,717
shares
|
$621,073
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
3,703
shares
|
$618,734
0.13% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,646
shares
|
$609,210
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,645
shares
|
$609,043
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,625
shares
|
$605,701
0.04% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,623
shares
|
$605,367
0.02% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
3,616
shares
|
$604,197
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
3,581
shares
|
$598,349
0.02% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
3,576
shares
|
$597,513
0.26% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,560
shares
|
$594,840
0.02% of portfolio
|
Q3 2024
Reduced 77.08%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,548
shares
|
$592,835
0.32% of portfolio
|
Q4 2024
Reduced 74.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,531
shares
|
$589,994
0.01% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,518
shares
|
$587,822
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$587,154
0.09% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,503
shares
|
$585,316
0.12% of portfolio
|
Q3 2022
Reduced 16.95%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$584,982
0.01% of portfolio
|
Q3 2024
Added 41.51%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,495
shares
|
$583,979
0.26% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,479
shares
|
$581,306
0.02% of portfolio
|
Q4 2024
Added 0.96%
|