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 58.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,478
shares
|
$798,293
0.09% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,470
shares
|
$796,866
0.51% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
4,432
shares
|
$790,092
0.02% of portfolio
|
Q3 2024
Reduced 48.05%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
4,415
shares
|
$787,062
0.05% of portfolio
|
Q3 2024
Reduced 32.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,411
shares
|
$786,348
0.03% of portfolio
|
Q3 2024
Added 191.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,403
shares
|
$784,922
0.01% of portfolio
|
Q3 2024
Reduced 56.82%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
4,386
shares
|
$781,892
0.14% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,357
shares
|
$776,722
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,353
shares
|
$776,009
0.1% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,345
shares
|
$774,583
0.03% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,342
shares
|
$774,048
0.2% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
4,279
shares
|
$762,817
0.0% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,192
shares
|
$747,307
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
4,184
shares
|
$745,881
0.05% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,124
shares
|
$735,185
0.0% of portfolio
|
Q3 2024
Added 1112.94%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,059
shares
|
$723,597
0.34% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,049
shares
|
$721,815
0.01% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
4,032
shares
|
$718,784
0.13% of portfolio
|
Q3 2024
Added 76.46%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$713,080
0.03% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$713,080
0.0% of portfolio
|
Q1 2024
Reduced 32.2%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
3,988
shares
|
$710,940
0.2% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,983
shares
|
$710,049
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,928
shares
|
$700,244
0.07% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
3,909
shares
|
$696,857
0.15% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
3,905
shares
|
$696,144
0.11% of portfolio
|
Q3 2024
Added 22.72%
|