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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
175,531
shares
|
$31.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
169,908
shares
|
$30.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
169,178
shares
|
$30.5 Million
0.05% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
166,914
shares
|
$30.1 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
155,312
shares
|
$28 Million
3.73% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
154,087
shares
|
$27.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
152,390
shares
|
$27.5 Million
0.77% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
150,960
shares
|
$27.2 Million
0.0% of portfolio
|
Q3 2024
Added 11666.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
147,492
shares
|
$26.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
145,848
shares
|
$26.3 Million
1.68% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
143,019
shares
|
$25.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
142,334
shares
|
$25.7 Million
0.05% of portfolio
|
Q3 2024
Added 881.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
131,328
shares
|
$23.7 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
128,620
shares
|
$23.2 Million
0.69% of portfolio
|
Q3 2024
Added 238.19%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
125,731
shares
|
$22.7 Million
0.05% of portfolio
|
Q3 2023
Reduced 11.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
124,460
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 34.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
124,113
shares
|
$22.4 Million
0.08% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
122,062
shares
|
$22 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.44%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
121,977
shares
|
$22 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
121,876
shares
|
$22 Million
0.67% of portfolio
|
Q2 2024
Added 8.94%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
119,216
shares
|
$21.5 Million
2.2% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
111,703
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
110,898
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
110,500
shares
|
$19.9 Million
0.58% of portfolio
|
Q4 2023
Added 37.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
108,061
shares
|
$19.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.91%
|