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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,477
shares
|
$580,971
0.21% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,475
shares
|
$580,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,472
shares
|
$580,136
0.14% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,469
shares
|
$579,635
0.28% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,436
shares
|
$574,121
0.01% of portfolio
|
Q4 2023
Added 104.89%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,434
shares
|
$573,787
0.13% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,413
shares
|
$570,278
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,401
shares
|
$568,273
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,374
shares
|
$563,761
0.03% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,358
shares
|
$561,088
0.01% of portfolio
|
Q4 2024
Added 175.7%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
3,349
shares
|
$559,584
0.04% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,345
shares
|
$558,916
0.01% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,343
shares
|
$558,581
0.02% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,343
shares
|
$558,581
0.02% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
3,339
shares
|
$557,913
0.1% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
3,325
shares
|
$555,574
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,317
shares
|
$554,237
0.03% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
3,275
shares
|
$547,219
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
3,225
shares
|
$538,865
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,222
shares
|
$538,363
0.13% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,212
shares
|
$536,693
0.03% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,196
shares
|
$534,019
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,183
shares
|
$531,847
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,182
shares
|
$531,680
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,177
shares
|
$530,844
0.11% of portfolio
|
Q4 2024
Added 0.13%
|