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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
375
shares
|
$62,658
0.01% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
375
shares
|
$62,658
0.0% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
359
shares
|
$59,985
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
350
shares
|
$58,481
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
340
shares
|
$56,810
0.01% of portfolio
|
Q4 2022
Reduced 50.07%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
338
shares
|
$56,476
0.02% of portfolio
|
Q3 2020
Added 4.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
337
shares
|
$56,309
0.01% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
329
shares
|
$54,972
0.01% of portfolio
|
Q3 2024
Added 157.03%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
324
shares
|
$54,137
0.01% of portfolio
|
Q4 2020
Reduced 16.92%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
312
shares
|
$52,132
0.02% of portfolio
|
Q3 2023
Reduced 86.13%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
310
shares
|
$51,797
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$50,127
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
300
shares
|
$50,127
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
295
shares
|
$49,291
0.0% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
289
shares
|
$48,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
278
shares
|
$46,451
0.0% of portfolio
|
Q3 2020
Reduced 78.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
276
shares
|
$46,116
0.02% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
275
shares
|
$45,949
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
273
shares
|
$45,615
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
263
shares
|
$43,944
0.01% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
245
shares
|
$40,937
0.03% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
241
shares
|
$40,268
0.01% of portfolio
|
Q1 2024
Added 75.91%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
231
shares
|
$38,597
0.01% of portfolio
|
Q4 2022
Added 15.5%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
225
shares
|
$37,595
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
224
shares
|
$37,428
0.01% of portfolio
|
Q3 2024
Added 0.9%
|