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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,658
shares
|
$295,571
0.09% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
1,657
shares
|
$295,393
0.13% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,656
shares
|
$295,215
0.05% of portfolio
|
Q2 2024
Reduced 14.11%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
1,656
shares
|
$295,215
0.08% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,646
shares
|
$293,432
0.04% of portfolio
|
Q1 2023
Reduced 2.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
1,645
shares
|
$293,254
0.01% of portfolio
|
Q3 2024
Reduced 82.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,642
shares
|
$292,719
0.09% of portfolio
|
Q4 2023
Reduced 15.62%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
1,627
shares
|
$290,045
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,624
shares
|
$289,510
0.06% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,615
shares
|
$287,906
0.25% of portfolio
|
Q2 2023
Reduced 37.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
1,609
shares
|
$286,836
0.03% of portfolio
|
Q3 2024
Reduced 92.6%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
1,606
shares
|
$286,301
0.02% of portfolio
|
Q1 2024
Reduced 3.6%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,603
shares
|
$285,766
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,586
shares
|
$282,736
0.01% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,577
shares
|
$281,131
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,574
shares
|
$280,596
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$280,240
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
1,566
shares
|
$279,170
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
1,566
shares
|
$279,170
0.03% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,561
shares
|
$278,279
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
1,555
shares
|
$277,209
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,554
shares
|
$277,031
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,553
shares
|
$276,853
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
1,547
shares
|
$275,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
1,528
shares
|
$272,396
0.15% of portfolio
|
Q2 2024
New holding
|