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 1,146 institutions that hold shares in the stock, with a total of 60.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
83,623
shares
|
$12.6 Million
4.33% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
83,623
shares
|
$12.6 Million
4.46% of portfolio
|
Q4 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
82,102
shares
|
$12.4 Million
0.42% of portfolio
|
Q4 2024
Added 97.49%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
81,440
shares
|
$12.3 Million
0.31% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
77,627
shares
|
$11.7 Million
0.01% of portfolio
|
Q4 2024
Added 889.76%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
77,375
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 259.48%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
75,474
shares
|
$11.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
74,778
shares
|
$11.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
72,705
shares
|
$11 Million
5.67% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
68,063
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
67,679
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
67,269
shares
|
$10.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
65,610
shares
|
$9.92 Million
0.11% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
65,351
shares
|
$9.88 Million
4.44% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
65,289
shares
|
$9.87 Million
0.13% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
62,909
shares
|
$9.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
62,377
shares
|
$9.43 Million
6.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
61,822
shares
|
$9.35 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
61,479
shares
|
$9.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
61,466
shares
|
$9.29 Million
0.01% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
60,934
shares
|
$9.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
60,373
shares
|
$9.13 Million
0.03% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
59,745
shares
|
$9.03 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
59,679
shares
|
$9.02 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
58,880
shares
|
$8.9 Million
0.35% of portfolio
|
Q4 2024
Reduced 36.26%
|