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 1,053 institutions that hold shares in the stock, with a total of 58.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
470,337
shares
|
$81.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
448,983
shares
|
$77.4 Million
2.08% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
365,226
shares
|
$63 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
353,739
shares
|
$61 Million
1.39% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
346,539
shares
|
$59.8 Million
1.65% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,734
shares
|
$55.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
318,300
shares
|
$54.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 28.18%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
308,724
shares
|
$53.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
303,706
shares
|
$52.4 Million
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
303,068
shares
|
$52.3 Million
1.37% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
265,714
shares
|
$45.8 Million
4.38% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
265,540
shares
|
$45.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,013
shares
|
$45 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
260,684
shares
|
$45 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
236,415
shares
|
$40.8 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
236,402
shares
|
$40.8 Million
1.64% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
236,230
shares
|
$40.7 Million
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
230,481
shares
|
$39.8 Million
1.08% of portfolio
|
Q4 2019
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
228,592
shares
|
$39.4 Million
0.56% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
222,100
shares
|
$38.3 Million
3.1% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
221,588
shares
|
$38.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
214,968
shares
|
$37.1 Million
0.0% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
192,038
shares
|
$33.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
188,061
shares
|
$32.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
175,531
shares
|
$30.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|