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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,658
shares
|
$277,035
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,657
shares
|
$276,868
0.02% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,656
shares
|
$276,701
0.04% of portfolio
|
Q2 2024
Reduced 14.11%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,654
shares
|
$276,366
0.12% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,653
shares
|
$276,199
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,646
shares
|
$275,030
0.1% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,646
shares
|
$275,030
0.04% of portfolio
|
Q1 2023
Reduced 2.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,643
shares
|
$274,528
0.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,642
shares
|
$274,361
0.09% of portfolio
|
Q4 2023
Reduced 15.62%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,621
shares
|
$270,852
0.13% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,615
shares
|
$269,850
0.26% of portfolio
|
Q2 2023
Reduced 37.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
1,609
shares
|
$268,847
0.03% of portfolio
|
Q3 2024
Reduced 92.6%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
1,606
shares
|
$268,346
0.02% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,603
shares
|
$267,845
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,588
shares
|
$265,338
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,577
shares
|
$263,500
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,576
shares
|
$263,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,574
shares
|
$262,999
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$262,665
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,571
shares
|
$262,498
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
1,566
shares
|
$261,662
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,562
shares
|
$260,994
0.01% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,561
shares
|
$260,827
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
1,558
shares
|
$260,326
0.06% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,555
shares
|
$259,824
0.24% of portfolio
|
Q4 2023
New holding
|