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 |
|---|---|---|---|---|---|
|
New South Capital Management Inc
Memphis, TN |
Feb 06, 2025 Q4 2024 |
26,390
shares
|
$4.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
26,390
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$4.02 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
26,219
shares
|
$4.01 Million
0.4% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
26,182
shares
|
$4.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Leeward Investments, LLC Ma
|
Feb 03, 2025 Q4 2024 |
26,021
shares
|
$3.98 Million
0.22% of portfolio
|
Q4 2024
Reduced 44.79%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
25,969
shares
|
$3.98 Million
0.53% of portfolio
|
Q4 2024
Added 34.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,734
shares
|
$3.94 Million
0.13% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
25,067
shares
|
$3.84 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
24,753
shares
|
$3.79 Million
0.07% of portfolio
|
Q4 2024
Reduced 65.79%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
24,212
shares
|
$3.71 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
24,049
shares
|
$3.68 Million
2.15% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
24,020
shares
|
$3.68 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
24,007
shares
|
$3.68 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,785
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
23,761
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
23,688
shares
|
$3.63 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
22,974
shares
|
$3.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
22,960
shares
|
$3.52 Million
0.49% of portfolio
|
Q4 2024
Added 101.85%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
22,898
shares
|
$3.51 Million
0.05% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
22,850
shares
|
$3.5 Million
0.56% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
22,797
shares
|
$3.49 Million
0.16% of portfolio
|
Q4 2024
Reduced 49.31%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,791
shares
|
$3.49 Million
1.21% of portfolio
|
Q1 2023
Reduced 27.45%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
22,782
shares
|
$3.49 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,315
shares
|
$3.42 Million
0.01% of portfolio
|
Q4 2024
New holding
|