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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,456
shares
|
$410,373
0.01% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,452
shares
|
$409,704
0.02% of portfolio
|
Q2 2024
Reduced 32.25%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
2,445
shares
|
$408,535
0.17% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,438
shares
|
$407,365
0.25% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,431
shares
|
$406,195
0.41% of portfolio
|
Q4 2024
Added 59.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
2,399
shares
|
$400,848
0.01% of portfolio
|
Q4 2024
Added 32.76%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,394
shares
|
$400,013
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
2,392
shares
|
$399,679
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,378
shares
|
$397,340
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
2,375
shares
|
$396,838
0.05% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,366
shares
|
$395,334
0.97% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
2,362
shares
|
$394,666
0.32% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
2,359
shares
|
$394,165
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,350
shares
|
$392,661
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,338
shares
|
$390,656
0.51% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,330
shares
|
$389,319
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
2,321
shares
|
$387,815
0.17% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,305
shares
|
$385,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
2,293
shares
|
$383,137
0.05% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
2,276
shares
|
$380,296
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,272
shares
|
$379,628
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
2,268
shares
|
$378,960
0.06% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,245
shares
|
$375,117
0.02% of portfolio
|
Q4 2024
Reduced 35.13%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
2,221
shares
|
$371,106
0.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,204
shares
|
$368,266
0.09% of portfolio
|
Q4 2024
Reduced 4.09%
|