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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,292
shares
|
$215,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,291
shares
|
$215,713
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,289
shares
|
$215,379
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
1,289
shares
|
$215,379
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,287
shares
|
$215,044
0.0% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
1,283
shares
|
$214,376
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
1,280
shares
|
$213,875
0.01% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,279
shares
|
$213,708
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$212,872
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,271
shares
|
$212,371
0.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,269
shares
|
$212,037
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,263
shares
|
$211,034
0.11% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,262
shares
|
$210,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,261
shares
|
$210,700
0.02% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$209,363
0.01% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
1,250
shares
|
$208,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$208,361
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
1,246
shares
|
$208,194
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,244
shares
|
$207,859
0.0% of portfolio
|
Q3 2024
Reduced 67.61%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
1,242
shares
|
$207,525
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,240
shares
|
$207,191
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,237
shares
|
$206,690
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
1,234
shares
|
$206,189
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,234
shares
|
$206,189
0.02% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
1,232
shares
|
$205,854
0.03% of portfolio
|
Q3 2024
New holding
|