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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,430
shares
|
$238,938
0.02% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
1,424
shares
|
$237,936
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,421
shares
|
$237,434
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,408
shares
|
$235,262
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,403
shares
|
$234,427
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
1,400
shares
|
$233,926
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,399
shares
|
$233,758
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
1,398
shares
|
$233,591
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,385
shares
|
$231,419
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,380
shares
|
$230,584
0.02% of portfolio
|
Q4 2024
Reduced 52.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,374
shares
|
$229,581
0.01% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,365
shares
|
$228,077
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,354
shares
|
$226,239
0.0% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
1,352
shares
|
$225,905
0.01% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,351
shares
|
$225,738
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,350
shares
|
$225,571
0.0% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,349
shares
|
$225,404
0.08% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,343
shares
|
$224,401
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,335
shares
|
$223,065
0.01% of portfolio
|
Q1 2024
Reduced 32.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,329
shares
|
$222,062
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,328
shares
|
$221,895
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,327
shares
|
$221,728
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,325
shares
|
$221,394
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
1,302
shares
|
$217,551
0.1% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
1,296
shares
|
$216,548
0.03% of portfolio
|
Q4 2024
Reduced 49.49%
|