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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,553
shares
|
$259,490
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
1,547
shares
|
$258,488
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,544
shares
|
$257,986
0.04% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
1,537
shares
|
$256,817
0.02% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,531
shares
|
$255,814
0.05% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,525
shares
|
$254,812
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,517
shares
|
$253,475
0.01% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,515
shares
|
$253,141
0.01% of portfolio
|
Q4 2024
Reduced 13.23%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,509
shares
|
$252,138
0.09% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,501
shares
|
$250,802
0.12% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$250,635
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,497
shares
|
$250,133
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,496
shares
|
$249,966
0.02% of portfolio
|
Q3 2024
Added 353.33%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,495
shares
|
$249,799
0.03% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,478
shares
|
$246,959
0.03% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
1,465
shares
|
$244,786
0.03% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,455
shares
|
$243,115
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
1,451
shares
|
$242,447
0.03% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,449
shares
|
$242,113
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,442
shares
|
$240,943
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,441
shares
|
$240,776
0.0% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,438
shares
|
$240,275
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,438
shares
|
$240,275
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,435
shares
|
$239,774
0.0% of portfolio
|
Q4 2024
Added 21.51%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,432
shares
|
$239,272
0.2% of portfolio
|
Q4 2024
New holding
|