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 1,092 institutions that hold shares in the stock, with a total of 60 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,318,138
shares
|
$1.07 Billion
0.09% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,190,896
shares
|
$878 Million
0.06% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,732,711
shares
|
$462 Million
1.37% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,729,738
shares
|
$461 Million
0.43% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$422 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,975,810
shares
|
$334 Million
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Starboard Value LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,355,000
shares
|
$229 Million
5.17% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
1,232,534
shares
|
$208 Million
3.02% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,199,444
shares
|
$203 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,083,119
shares
|
$183 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
1,080,253
shares
|
$183 Million
1.47% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,045,357
shares
|
$177 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,013,108
shares
|
$171 Million
0.08% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,002,484
shares
|
$169 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
932,468
shares
|
$158 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
869,731
shares
|
$147 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
864,974
shares
|
$146 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
800,673
shares
|
$135 Million
0.15% of portfolio
|
Q4 2024
Reduced 99.39%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
679,484
shares
|
$115 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
632,207
shares
|
$107 Million
0.01% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
613,647
shares
|
$104 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
603,320
shares
|
$102 Million
2.71% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
594,012
shares
|
$100 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
537,775
shares
|
$90.9 Million
0.09% of portfolio
|
Q4 2024
Added 68.95%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
502,799
shares
|
$85 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.82%
|