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 1,076 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,993
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
12,942
shares
|
$2.17 Million
0.13% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,807
shares
|
$2.14 Million
1.54% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
12,806
shares
|
$2.14 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,729
shares
|
$2.13 Million
0.07% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,717
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
12,615
shares
|
$2.11 Million
0.75% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,557
shares
|
$2.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
12,483
shares
|
$2.09 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,424
shares
|
$2.08 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
12,207
shares
|
$2.04 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,200
shares
|
$2.04 Million
0.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
12,195
shares
|
$2.04 Million
0.76% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
12,190
shares
|
$2.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,078
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
12,039
shares
|
$2.02 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
11,896
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
11,858
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,799
shares
|
$1.98 Million
0.21% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
11,708
shares
|
$1.96 Million
0.96% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
11,679
shares
|
$1.96 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,423
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
11,371
shares
|
$1.9 Million
1.82% of portfolio
|
Q4 2022
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,315
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
11,113
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|