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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
889
shares
|
$158,482
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
868
shares
|
$154,738
0.08% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
856
shares
|
$152,599
0.03% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
839
shares
|
$149,568
0.03% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
826
shares
|
$147,251
0.04% of portfolio
|
Q1 2023
Reduced 4.84%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
811
shares
|
$144,576
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
793
shares
|
$141,368
0.01% of portfolio
|
Q3 2024
Added 13.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
785
shares
|
$139,941
0.02% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
772
shares
|
$137,624
0.03% of portfolio
|
Q3 2024
Added 3760.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
758
shares
|
$135,128
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
754
shares
|
$134,415
0.09% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
754
shares
|
$134,415
0.0% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
750
shares
|
$133,702
0.01% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
717
shares
|
$127,819
0.04% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
709
shares
|
$126,393
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
702
shares
|
$125,145
0.01% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
685
shares
|
$122,114
0.06% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
662
shares
|
$118,014
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
659
shares
|
$117,479
0.02% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
651
shares
|
$116,053
0.04% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
650
shares
|
$115,875
0.03% of portfolio
|
Q4 2019
Added 116.72%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
649
shares
|
$115,697
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
637
shares
|
$113,557
0.01% of portfolio
|
Q2 2024
Added 32.43%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
632
shares
|
$112,666
0.0% of portfolio
|
Q3 2022
Added 121.75%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
616
shares
|
$109,814
0.01% of portfolio
|
Q3 2024
Added 1402.44%
|