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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
2,195
shares
|
$366,762
0.07% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,183
shares
|
$364,757
0.0% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,168
shares
|
$362,251
0.04% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,167
shares
|
$362,084
0.02% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$361,415
0.04% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,160
shares
|
$360,914
0.03% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,156
shares
|
$360,246
0.0% of portfolio
|
Q3 2024
Reduced 87.78%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$360,078
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,130
shares
|
$355,901
0.15% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$354,564
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,120
shares
|
$354,230
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$353,729
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,114
shares
|
$353,228
0.07% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
2,103
shares
|
$351,390
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,099
shares
|
$350,721
0.01% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,085
shares
|
$348,382
0.01% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,077
shares
|
$347,045
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$346,878
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
2,076
shares
|
$346,878
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,057
shares
|
$343,704
0.06% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,055
shares
|
$343,369
0.01% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$341,699
0.0% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
2,041
shares
|
$341,030
0.0% of portfolio
|
Q2 2021
Reduced 1.78%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,038
shares
|
$340,529
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,022
shares
|
$337,855
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|