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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,220
shares
|
$203,849
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,213
shares
|
$202,680
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,208
shares
|
$201,844
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,198
shares
|
$200,173
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,179
shares
|
$196,999
0.03% of portfolio
|
Q3 2024
Reduced 35.85%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,163
shares
|
$194,325
0.07% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,151
shares
|
$192,320
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,111
shares
|
$185,636
0.05% of portfolio
|
Q4 2023
Added 2122.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$183,799
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,069
shares
|
$178,619
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,051
shares
|
$175,611
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,043
shares
|
$174,274
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,037
shares
|
$173,272
0.01% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,036
shares
|
$173,105
0.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,018
shares
|
$170,097
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,016
shares
|
$169,763
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
997
shares
|
$166,588
0.11% of portfolio
|
Q4 2024
Added 32.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
994
shares
|
$166,087
0.02% of portfolio
|
Q2 2024
Added 98.8%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
943
shares
|
$157,565
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
939
shares
|
$156,897
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
925
shares
|
$154,558
0.01% of portfolio
|
Q2 2024
Reduced 25.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
911
shares
|
$152,218
0.01% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
889
shares
|
$148,543
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
868
shares
|
$145,034
0.08% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
856
shares
|
$143,029
0.03% of portfolio
|
Q3 2023
Reduced 14.06%
|