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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,964
shares
|
$350,122
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,951
shares
|
$347,804
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
1,950
shares
|
$347,626
0.2% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
1,937
shares
|
$345,308
0.12% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,925
shares
|
$343,169
0.13% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,925
shares
|
$343,169
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,912
shares
|
$340,852
0.02% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,869
shares
|
$333,186
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
1,862
shares
|
$331,938
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,851
shares
|
$329,977
0.02% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
1,851
shares
|
$329,977
0.1% of portfolio
|
Q1 2024
Reduced 32.57%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
1,848
shares
|
$329,442
0.34% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,826
shares
|
$325,521
0.04% of portfolio
|
Q2 2024
Reduced 27.08%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$325,342
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
1,822
shares
|
$324,807
0.06% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,821
shares
|
$324,629
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,820
shares
|
$324,451
0.1% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
1,820
shares
|
$324,451
0.11% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,817
shares
|
$323,916
0.06% of portfolio
|
Q3 2024
Added 101.89%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
1,808
shares
|
$322,312
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
1,807
shares
|
$322,133
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$321,955
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
1,802
shares
|
$321,242
0.18% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,784
shares
|
$318,033
0.03% of portfolio
|
Q4 2023
Reduced 14.4%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
1,783
shares
|
$317,855
0.06% of portfolio
|
Q3 2024
New holding
|