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 1,150 institutions that hold shares in the stock, with a total of 60.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
147
shares
|
$22,507
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
145
shares
|
$22,200
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
145
shares
|
$22,200
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
144
shares
|
$22,047
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
139
shares
|
$21,282
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
137
shares
|
$20,976
0.01% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
132
shares
|
$20,210
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
130
shares
|
$19,904
0.01% of portfolio
|
Q1 2019
Reduced 8.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
126
shares
|
$19,291
0.01% of portfolio
|
Q3 2024
Reduced 87.59%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
124
shares
|
$18,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
118
shares
|
$18,066
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
115
shares
|
$17,607
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
113
shares
|
$17,301
0.0% of portfolio
|
Q4 2024
Added 50.67%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
108
shares
|
$16,535
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
104
shares
|
$15,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
102
shares
|
$15,617
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$15,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
100
shares
|
$15,311
0.0% of portfolio
|
Q4 2023
Reduced 35.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
100
shares
|
$15,311
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
95
shares
|
$14,545
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$14,392
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
89
shares
|
$13,626
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
88
shares
|
$13,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$13,014
0.01% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
85
shares
|
$13,014
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|