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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
2,716
shares
|
$484,181
0.23% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,714
shares
|
$483,824
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,712
shares
|
$483,468
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,708
shares
|
$482,755
0.02% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
2,699
shares
|
$481,150
0.07% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,674
shares
|
$476,693
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,662
shares
|
$474,554
0.16% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,657
shares
|
$473,663
0.1% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$463,502
0.01% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,599
shares
|
$463,323
0.21% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,598
shares
|
$463,145
0.06% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$459,936
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$459,758
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,566
shares
|
$457,440
0.05% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
2,526
shares
|
$450,310
0.09% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,516
shares
|
$448,527
0.05% of portfolio
|
Q3 2022
Added 7.38%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
2,513
shares
|
$447,992
0.14% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,509
shares
|
$447,279
0.07% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,500
shares
|
$445,675
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,496
shares
|
$444,961
0.04% of portfolio
|
Q4 2022
Reduced 1.5%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,471
shares
|
$440,505
0.15% of portfolio
|
Q3 2022
Reduced 1.59%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,462
shares
|
$438,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,456
shares
|
$437,831
0.01% of portfolio
|
Q3 2024
Reduced 40.92%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
2,452
shares
|
$437,118
0.03% of portfolio
|
Q2 2024
Reduced 32.25%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
2,445
shares
|
$435,870
0.17% of portfolio
|
Q3 2024
Added 23.17%
|