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 |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
1,310
shares
|
$233,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,299
shares
|
$231,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
1,289
shares
|
$229,790
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,287
shares
|
$229,433
0.0% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
1,283
shares
|
$228,720
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
1,280
shares
|
$228,185
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,277
shares
|
$227,650
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$227,115
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,269
shares
|
$226,224
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,263
shares
|
$225,155
0.11% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
1,253
shares
|
$223,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
1,249
shares
|
$222,659
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$222,302
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,244
shares
|
$221,767
0.0% of portfolio
|
Q3 2024
Reduced 67.61%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
1,242
shares
|
$221,411
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,240
shares
|
$221,054
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,237
shares
|
$220,519
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
1,234
shares
|
$219,985
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,234
shares
|
$219,985
0.02% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
1,232
shares
|
$219,628
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,232
shares
|
$219,628
0.01% of portfolio
|
Q1 2024
Added 19.38%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,229
shares
|
$219,093
0.0% of portfolio
|
Q3 2024
Reduced 26.27%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,221
shares
|
$217,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,218
shares
|
$217,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,216
shares
|
$216,776
0.02% of portfolio
|
Q3 2024
New holding
|