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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,827
shares
|
$867,653
0.01% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
4,810
shares
|
$864,597
0.03% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,808
shares
|
$864,238
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,799
shares
|
$862,620
0.03% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,766
shares
|
$856,688
0.14% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,760
shares
|
$855,610
0.2% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
4,760
shares
|
$855,610
0.11% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
4,733
shares
|
$850,756
0.43% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$838,713
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$838,713
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$832,242
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,623
shares
|
$830,984
0.3% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,613
shares
|
$829,186
0.05% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
4,604
shares
|
$827,569
0.08% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$826,850
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
4,586
shares
|
$824,333
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,585
shares
|
$824,153
0.02% of portfolio
|
Q3 2024
Added 21.01%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,568
shares
|
$821,098
0.06% of portfolio
|
Q4 2023
Reduced 7.7%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,542
shares
|
$816,424
0.23% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
4,539
shares
|
$815,885
0.35% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
4,535
shares
|
$815,166
0.39% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,516
shares
|
$811,751
0.05% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
4,509
shares
|
$810,492
0.49% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,497
shares
|
$808,335
0.02% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,492
shares
|
$807,437
0.57% of portfolio
|
Q3 2024
Reduced 2.69%
|