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 1,111 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,077
shares
|
$347,897
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$347,730
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,076
shares
|
$347,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
2,076
shares
|
$347,730
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,057
shares
|
$344,547
0.06% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,055
shares
|
$344,212
0.01% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
2,041
shares
|
$341,867
0.0% of portfolio
|
Q2 2021
Reduced 1.78%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,038
shares
|
$341,365
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,022
shares
|
$338,685
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
2,021
shares
|
$338,517
0.16% of portfolio
|
Q1 2024
Added 1.35%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,018
shares
|
$338,015
0.18% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$337,177
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,007
shares
|
$336,172
0.04% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,001
shares
|
$335,167
0.02% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$335,000
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,985
shares
|
$332,487
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
1,970
shares
|
$329,975
0.03% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,969
shares
|
$329,807
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,968
shares
|
$329,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,951
shares
|
$326,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,950
shares
|
$326,625
0.0% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
1,950
shares
|
$326,625
0.2% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,945
shares
|
$325,787
0.01% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,941
shares
|
$325,117
0.07% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,935
shares
|
$324,112
0.01% of portfolio
|
Q4 2024
New holding
|