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 1,139 institutions that hold shares in the stock, with a total of 63.2 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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,291
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,282
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 334.44%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,234
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
6,203
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,167
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 379.18%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
6,139
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 76.66%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
6,052
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 41.43%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
6,038
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,014
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,005
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,000
shares
|
$1 Million
0.68% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$1 Million
2.22% of portfolio
|
Q4 2021
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,986
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,929
shares
|
$992,988
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
5,866
shares
|
$982,437
0.02% of portfolio
|
Q4 2024
Reduced 43.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,740
shares
|
$961,335
0.03% of portfolio
|
Q4 2024
Added 319.59%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,732
shares
|
$959,995
0.05% of portfolio
|
Q3 2024
Added 11.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,714
shares
|
$956,980
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
5,706
shares
|
$955,640
0.41% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
5,685
shares
|
$952,123
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
5,629
shares
|
$942,744
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,585
shares
|
$935,375
0.25% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
5,561
shares
|
$931,356
0.1% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
5,470
shares
|
$916,115
0.47% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,469
shares
|
$915,948
0.03% of portfolio
|
Q4 2024
Reduced 2.09%
|