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 1,150 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$71,313
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
459
shares
|
$71,158
0.03% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
418
shares
|
$64,802
0.0% of portfolio
|
Q4 2024
Added 154.88%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
417
shares
|
$64,647
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
417
shares
|
$64,647
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
413
shares
|
$64,027
0.05% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
411
shares
|
$63,717
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
403
shares
|
$62,477
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
398
shares
|
$61,701
0.0% of portfolio
|
Q4 2024
Added 131.4%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
397
shares
|
$61,546
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
394
shares
|
$61,081
0.01% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
391
shares
|
$60,616
0.02% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
383
shares
|
$59,376
0.03% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
375
shares
|
$58,136
0.01% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
375
shares
|
$58,136
0.0% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
359
shares
|
$55,655
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
350
shares
|
$54,260
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
344
shares
|
$53,330
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
340
shares
|
$52,710
0.01% of portfolio
|
Q4 2022
Reduced 50.07%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
338
shares
|
$52,400
0.02% of portfolio
|
Q3 2020
Added 4.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
337
shares
|
$52,245
0.01% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
329
shares
|
$51,004
0.01% of portfolio
|
Q3 2024
Added 157.03%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
324
shares
|
$50,229
0.01% of portfolio
|
Q4 2020
Reduced 16.92%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
312
shares
|
$48,369
0.02% of portfolio
|
Q3 2023
Reduced 86.13%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
310
shares
|
$48,059
0.02% of portfolio
|
Q4 2022
New holding
|