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 1,075 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
126
shares
|
$21,101
0.01% of portfolio
|
Q3 2024
Reduced 87.59%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
124
shares
|
$20,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
118
shares
|
$19,761
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
115
shares
|
$19,259
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
113
shares
|
$18,924
0.0% of portfolio
|
Q4 2024
Added 50.67%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
108
shares
|
$18,086
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
102
shares
|
$17,081
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$16,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
100
shares
|
$16,747
0.0% of portfolio
|
Q4 2023
Reduced 35.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
100
shares
|
$16,747
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
95
shares
|
$15,909
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$15,742
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
89
shares
|
$14,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$14,234
0.01% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
85
shares
|
$14,234
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
84
shares
|
$14,067
0.01% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
83
shares
|
$13,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
81
shares
|
$13,565
0.0% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
78
shares
|
$13,062
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
76
shares
|
$12,727
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
72
shares
|
$12,057
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
71
shares
|
$11,890
0.0% of portfolio
|
Q2 2024
Reduced 44.53%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
71
shares
|
$11,890
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
70
shares
|
$11,722
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
70
shares
|
$11,722
0.0% of portfolio
|
Q2 2023
New holding
|