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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$384,171
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,150
shares
|
$383,280
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,132
shares
|
$380,071
0.15% of portfolio
|
Q1 2024
Reduced 16.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,122
shares
|
$378,288
0.14% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$377,397
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
2,114
shares
|
$376,862
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
2,085
shares
|
$371,692
0.01% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
2,080
shares
|
$370,801
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,077
shares
|
$370,266
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$370,088
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,070
shares
|
$369,018
0.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,057
shares
|
$366,701
0.06% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
2,046
shares
|
$364,740
0.07% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,045
shares
|
$364,562
0.0% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
2,041
shares
|
$363,849
0.0% of portfolio
|
Q2 2021
Reduced 1.78%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
2,038
shares
|
$363,314
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
2,023
shares
|
$360,640
0.06% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
2,021
shares
|
$360,283
0.16% of portfolio
|
Q1 2024
Added 1.35%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
2,017
shares
|
$359,570
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,016
shares
|
$359,392
0.01% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$358,857
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
2,000
shares
|
$356,540
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,985
shares
|
$353,865
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,969
shares
|
$351,013
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,968
shares
|
$350,835
0.01% of portfolio
|
Q3 2024
New holding
|