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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,925
shares
|
$322,437
0.13% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
1,925
shares
|
$322,437
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,921
shares
|
$321,767
0.12% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,896
shares
|
$317,580
0.0% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,863
shares
|
$312,052
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,851
shares
|
$310,042
0.1% of portfolio
|
Q1 2024
Reduced 32.57%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
1,848
shares
|
$309,540
0.36% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,842
shares
|
$308,535
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,833
shares
|
$307,027
0.02% of portfolio
|
Q4 2024
Added 63.22%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,827
shares
|
$306,022
0.03% of portfolio
|
Q4 2024
Added 45.81%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$305,687
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
1,825
shares
|
$305,687
0.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
1,822
shares
|
$305,185
0.06% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
1,820
shares
|
$304,850
0.11% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
1,818
shares
|
$304,515
0.53% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,812
shares
|
$303,510
0.02% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
1,808
shares
|
$302,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$302,505
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,794
shares
|
$300,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
1,790
shares
|
$299,825
0.06% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
1,765
shares
|
$295,637
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,763
shares
|
$295,302
0.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,757
shares
|
$294,297
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,750
shares
|
$293,125
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$289,942
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|