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 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$6.82 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
44,474
shares
|
$6.81 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
43,642
shares
|
$6.68 Million
0.25% of portfolio
|
Q4 2024
Added 266.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
42,929
shares
|
$6.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
42,784
shares
|
$6.55 Million
3.73% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,680
shares
|
$6.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
41,234
shares
|
$6.31 Million
2.38% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
41,040
shares
|
$6.28 Million
2.25% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
41,021
shares
|
$6.28 Million
2.53% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
39,436
shares
|
$6.04 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
39,395
shares
|
$6.03 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
38,447
shares
|
$5.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,808
shares
|
$5.79 Million
0.04% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
37,723
shares
|
$5.78 Million
0.24% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
36,650
shares
|
$5.61 Million
0.03% of portfolio
|
Q4 2024
Added 137.74%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
36,062
shares
|
$5.52 Million
0.04% of portfolio
|
Q4 2024
Added 29.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
35,825
shares
|
$5.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
35,467
shares
|
$5.43 Million
0.19% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
35,459
shares
|
$5.43 Million
2.93% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
35,083
shares
|
$5.37 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
34,985
shares
|
$5.36 Million
3.03% of portfolio
|
Q4 2023
Added 9.38%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
34,564
shares
|
$5.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
33,993
shares
|
$5.2 Million
0.02% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
33,872
shares
|
$5.19 Million
2.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
33,842
shares
|
$5.18 Million
0.02% of portfolio
|
Q4 2024
Added 13.91%
|