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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
2,908
shares
|
$522,713
0.25% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,897
shares
|
$520,735
0.02% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
2,892
shares
|
$519,837
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,892
shares
|
$519,837
0.09% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
2,889
shares
|
$519,297
0.4% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2,888
shares
|
$519,118
0.01% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,884
shares
|
$518,399
0.07% of portfolio
|
Q2 2024
Reduced 18.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,882
shares
|
$518,039
0.09% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,880
shares
|
$517,680
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,877
shares
|
$517,140
0.03% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,873
shares
|
$516,421
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
2,846
shares
|
$511,568
0.14% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,843
shares
|
$511,029
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,843
shares
|
$511,029
0.07% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,841
shares
|
$510,669
0.08% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$510,490
0.02% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,837
shares
|
$509,950
0.04% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,833
shares
|
$509,231
0.01% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
2,822
shares
|
$507,254
0.24% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,811
shares
|
$505,277
0.12% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
2,806
shares
|
$504,378
0.09% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,803
shares
|
$503,839
0.15% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$503,300
0.01% of portfolio
|
Q3 2024
Reduced 75.97%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,738
shares
|
$492,155
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
2,736
shares
|
$491,796
0.31% of portfolio
|
Q3 2024
Added 38.53%
|