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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,662
shares
|
$444,793
0.16% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,657
shares
|
$443,958
0.1% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
2,638
shares
|
$440,783
0.01% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,638
shares
|
$440,783
0.0% of portfolio
|
Q4 2024
Added 41.14%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,635
shares
|
$440,282
0.09% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,611
shares
|
$436,271
0.03% of portfolio
|
Q4 2024
Added 87.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$434,434
0.01% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,599
shares
|
$434,266
0.21% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,598
shares
|
$434,099
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$431,092
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$430,925
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,576
shares
|
$430,423
0.14% of portfolio
|
Q4 2024
Added 114.67%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
2,562
shares
|
$428,084
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,558
shares
|
$427,416
0.01% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,540
shares
|
$424,408
0.13% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,516
shares
|
$420,398
0.05% of portfolio
|
Q3 2022
Added 7.38%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,515
shares
|
$420,231
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,509
shares
|
$419,228
0.06% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,500
shares
|
$417,725
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,497
shares
|
$417,223
0.02% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,496
shares
|
$417,056
0.04% of portfolio
|
Q4 2022
Reduced 1.5%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
2,495
shares
|
$416,889
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,471
shares
|
$412,879
0.15% of portfolio
|
Q3 2022
Reduced 1.59%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,466
shares
|
$412,043
0.07% of portfolio
|
Q4 2024
Reduced 36.85%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,462
shares
|
$411,375
0.03% of portfolio
|
Q3 2024
New holding
|