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 1,052 institutions that hold shares in the stock, with a total of 59 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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,105
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,860
shares
|
$2.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
14,674
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,551
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2024
Added 111.84%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
14,540
shares
|
$2.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.47 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,271
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
14,246
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,226
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
14,055
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
14,040
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
13,962
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
13,900
shares
|
$2.38 Million
1.27% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
13,728
shares
|
$2.35 Million
0.21% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
13,584
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
13,538
shares
|
$2.32 Million
0.85% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
13,347
shares
|
$2.29 Million
0.14% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
13,283
shares
|
$2.28 Million
0.12% of portfolio
|
Q4 2023
Added 18.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,211
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13,175
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,993
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
12,942
shares
|
$2.22 Million
0.13% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,807
shares
|
$2.19 Million
1.54% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
12,806
shares
|
$2.19 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|