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 1,139 institutions that hold shares in the stock, with a total of 63.2 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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,178
shares
|
$364,771
0.04% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,167
shares
|
$362,929
0.02% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$360,919
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,130
shares
|
$356,732
0.15% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$355,392
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,120
shares
|
$355,057
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$354,555
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,114
shares
|
$354,052
0.07% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,111
shares
|
$353,550
0.01% of portfolio
|
Q4 2024
Added 39.16%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,108
shares
|
$353,047
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
2,103
shares
|
$352,210
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,099
shares
|
$351,540
0.01% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,095
shares
|
$350,870
0.0% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,077
shares
|
$347,855
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$347,688
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,076
shares
|
$347,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
2,076
shares
|
$347,688
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,057
shares
|
$344,506
0.06% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,055
shares
|
$344,171
0.01% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
2,041
shares
|
$341,826
0.0% of portfolio
|
Q2 2021
Reduced 1.78%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,038
shares
|
$341,324
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,022
shares
|
$338,644
0.07% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
2,021
shares
|
$338,477
0.16% of portfolio
|
Q1 2024
Added 1.35%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,018
shares
|
$337,974
0.18% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$337,137
0.12% of portfolio
|
Q3 2024
Added 2.6%
|