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 1,076 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
67
shares
|
$11,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
66
shares
|
$11,053
0.01% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
66
shares
|
$11,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
66
shares
|
$11,053
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$10,885
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
64
shares
|
$10,718
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
63
shares
|
$10,550
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
60
shares
|
$10,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$9,713
0.01% of portfolio
|
Q3 2023
Reduced 69.79%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
57
shares
|
$9,545
0.0% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
57
shares
|
$9,545
0.0% of portfolio
|
Q3 2024
Added 171.43%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
50
shares
|
$8,373
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
50
shares
|
$8,373
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
49
shares
|
$8,206
0.0% of portfolio
|
Q1 2024
Reduced 67.97%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
48
shares
|
$8,038
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
47
shares
|
$7,871
0.0% of portfolio
|
Q2 2024
Added 46.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
45
shares
|
$7,536
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
44
shares
|
$7,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$6,698
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
40
shares
|
$6,698
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
40
shares
|
$6,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
39
shares
|
$6,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
38
shares
|
$6,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
37
shares
|
$6,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
37
shares
|
$6,196
0.0% of portfolio
|
Q3 2024
Reduced 99.09%
|