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 |
|---|---|---|---|---|---|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
1,526
shares
|
$272,040
0.25% of portfolio
|
Q3 2023
Reduced 24.68%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
1,519
shares
|
$270,792
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,517
shares
|
$270,435
0.01% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,509
shares
|
$269,009
0.09% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
1,501
shares
|
$267,583
0.12% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$267,405
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
1,499
shares
|
$267,226
0.02% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,496
shares
|
$266,691
0.02% of portfolio
|
Q3 2024
Added 353.33%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,491
shares
|
$265,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,486
shares
|
$264,909
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
1,481
shares
|
$264,017
0.01% of portfolio
|
Q2 2024
Reduced 42.44%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,478
shares
|
$263,483
0.14% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,478
shares
|
$263,483
0.03% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
1,474
shares
|
$262,769
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
1,465
shares
|
$261,165
0.03% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,461
shares
|
$260,452
0.03% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,455
shares
|
$259,382
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,446
shares
|
$257,778
0.01% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,442
shares
|
$257,065
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,441
shares
|
$256,887
0.0% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
1,439
shares
|
$256,530
0.03% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,438
shares
|
$256,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
1,438
shares
|
$256,352
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,430
shares
|
$254,926
0.02% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,416
shares
|
$252,430
0.05% of portfolio
|
Q3 2024
Added 0.35%
|