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 1,150 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
201,791
shares
|
$30.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
189,040
shares
|
$28.9 Million
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
184,176
shares
|
$28.2 Million
0.07% of portfolio
|
Q4 2024
Added 109.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
174,792
shares
|
$26.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
172,646
shares
|
$26.4 Million
0.71% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
165,595
shares
|
$25.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
160,090
shares
|
$24.5 Million
3.7% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
157,330
shares
|
$24.1 Million
0.0% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
154,850
shares
|
$23.7 Million
0.02% of portfolio
|
Q4 2024
Added 26.86%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
152,390
shares
|
$23.3 Million
0.77% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
150,218
shares
|
$23 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
146,287
shares
|
$22.4 Million
1.67% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
144,181
shares
|
$22.1 Million
0.23% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
137,965
shares
|
$21.1 Million
2.99% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
136,764
shares
|
$20.9 Million
0.0% of portfolio
|
Q4 2024
Added 492.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
135,546
shares
|
$20.8 Million
0.03% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
135,211
shares
|
$20.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
130,717
shares
|
$20 Million
0.44% of portfolio
|
Q4 2024
Added 353189.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
130,003
shares
|
$19.9 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
127,183
shares
|
$19.5 Million
0.09% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
125,731
shares
|
$19.3 Million
0.05% of portfolio
|
Q3 2023
Reduced 11.04%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
121,876
shares
|
$18.7 Million
0.66% of portfolio
|
Q2 2024
Added 8.94%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
113,214
shares
|
$17.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
112,612
shares
|
$17.2 Million
0.0% of portfolio
|
Q4 2024
Added 44.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
110,646
shares
|
$16.9 Million
0.05% of portfolio
|
Q4 2024
Added 3.45%
|