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 $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
9,122
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,084
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 97.43%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
9,016
shares
|
$1.63 Million
0.97% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,983
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
8,923
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
8,828
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2022
Added 24.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
8,821
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,759
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2023
Added 4.56%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
8,681
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
8,571
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
8,555
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
8,545
shares
|
$1.54 Million
0.81% of portfolio
|
Q2 2023
Reduced 41.65%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
8,533
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
8,360
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,267
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
8,224
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,186
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,153
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,153
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,129
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,965
shares
|
$1.44 Million
0.26% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,856
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,843
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,800
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 90.24%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
7,795
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2024
Added 466.91%
|