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 1,070 institutions that hold shares in the stock, with a total of 58.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
55,133
shares
|
$9.28 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
54,201
shares
|
$9.12 Million
0.04% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
53,989
shares
|
$9.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
53,162
shares
|
$8.95 Million
0.03% of portfolio
|
Q3 2024
Added 2706.86%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
52,662
shares
|
$8.86 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
52,590
shares
|
$8.85 Million
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
52,300
shares
|
$8.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
52,105
shares
|
$8.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,863
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
48,525
shares
|
$8.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
48,431
shares
|
$8.15 Million
2.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
48,029
shares
|
$8.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.92%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
47,760
shares
|
$8.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
47,260
shares
|
$7.95 Million
0.36% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
47,260
shares
|
$7.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 36.21%
|
|
|
Leeward Investments, LLC Ma
|
Oct 31, 2024 Q3 2024 |
47,133
shares
|
$7.93 Million
0.37% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
46,984
shares
|
$7.91 Million
2.91% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
44,881
shares
|
$7.55 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$7.49 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
44,474
shares
|
$7.48 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
44,385
shares
|
$7.47 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
44,224
shares
|
$7.44 Million
2.43% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
43,720
shares
|
$7.36 Million
0.02% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,680
shares
|
$7.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
41,572
shares
|
$7 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.44%
|