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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,013
shares
|
$1.26 Million
0.67% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,873
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
6,850
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,824
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
6,814
shares
|
$1.23 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
6,714
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Added 61.82%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,704
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
6,678
shares
|
$1.2 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
6,677
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
6,573
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,571
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
6,526
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
6,498
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$1.17 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,469
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,427
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,397
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
6,389
shares
|
$1.15 Million
0.65% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
6,361
shares
|
$1.15 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,328
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
6,317
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.84%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
6,306
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,291
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,147
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
6,052
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|