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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
3,157
shares
|
$527,503
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,157
shares
|
$527,503
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,153
shares
|
$526,834
0.38% of portfolio
|
Q1 2022
Added 4.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,149
shares
|
$526,166
0.08% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$516,809
0.08% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,082
shares
|
$514,971
0.04% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,067
shares
|
$512,465
0.41% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,055
shares
|
$510,459
0.07% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,035
shares
|
$507,118
0.04% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,033
shares
|
$506,783
0.01% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,022
shares
|
$504,945
0.11% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,001
shares
|
$501,437
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$501,270
0.13% of portfolio
|
Q1 2023
Reduced 1.06%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$501,270
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
2,998
shares
|
$500,935
0.14% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,998
shares
|
$500,935
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,985
shares
|
$498,763
0.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
2,950
shares
|
$492,915
0.35% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
2,922
shares
|
$488,236
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,917
shares
|
$487,401
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,894
shares
|
$483,558
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,892
shares
|
$483,224
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,888
shares
|
$482,555
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,884
shares
|
$481,887
0.07% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,882
shares
|
$481,553
0.09% of portfolio
|
Q3 2024
Reduced 1.64%
|