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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
579
shares
|
$96,745
0.01% of portfolio
|
Q3 2024
Added 153.95%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
575
shares
|
$96,076
0.01% of portfolio
|
Q3 2024
Reduced 76.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
548
shares
|
$91,565
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
539
shares
|
$90,061
0.01% of portfolio
|
Q2 2024
Reduced 15.65%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
527
shares
|
$88,056
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
509
shares
|
$85,048
0.0% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
494
shares
|
$82,542
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
489
shares
|
$81,707
0.0% of portfolio
|
Q4 2023
Reduced 79.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
482
shares
|
$80,537
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
475
shares
|
$79,367
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
474
shares
|
$79,200
0.09% of portfolio
|
Q1 2023
Reduced 62.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
471
shares
|
$78,699
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
460
shares
|
$76,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$76,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
459
shares
|
$76,694
0.03% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
418
shares
|
$69,843
0.0% of portfolio
|
Q4 2024
Added 154.88%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
417
shares
|
$69,676
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
415
shares
|
$69,342
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
413
shares
|
$69,008
0.05% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
409
shares
|
$68,339
0.0% of portfolio
|
Q3 2024
Reduced 35.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
403
shares
|
$67,337
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
397
shares
|
$66,334
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
394
shares
|
$65,833
0.01% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
391
shares
|
$65,332
0.02% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
383
shares
|
$63,995
0.03% of portfolio
|
Q3 2024
Reduced 0.52%
|