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 1,009 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
60,968
shares
|
$9.29 Million
1.81% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
59,679
shares
|
$9.09 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
59,665
shares
|
$9.09 Million
1.91% of portfolio
|
Q1 2024
Added 3.5%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
57,204
shares
|
$8.71 Million
0.03% of portfolio
|
Q1 2024
Added 3538.93%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
56,195
shares
|
$8.56 Million
3.89% of portfolio
|
Q1 2024
Added 3.48%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
55,968
shares
|
$8.52 Million
0.02% of portfolio
|
Q1 2024
Added 6.31%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
55,561
shares
|
$8.46 Million
0.34% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
Royce & Associates LP
|
May 13, 2024 Q1 2024 |
55,537
shares
|
$8.46 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
53,374
shares
|
$8.13 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
53,248
shares
|
$8.11 Million
0.27% of portfolio
|
Q1 2024
Added 1.06%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
May 13, 2024 Q1 2024 |
52,657
shares
|
$8.02 Million
2.37% of portfolio
|
Q1 2024
Added 10.39%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
52,515
shares
|
$8 Million
0.08% of portfolio
|
Q1 2024
Added 10.16%
|
|
Brooklyn Fi, LLC
New York, NY |
Apr 17, 2024 Q1 2024 |
51,565
shares
|
$7.85 Million
3.37% of portfolio
|
Q1 2024
Added 1.75%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
50,237
shares
|
$7.65 Million
0.12% of portfolio
|
Q1 2024
Reduced 10.17%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
50,168
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2024
Added 1.17%
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 18, 2024 Q1 2024 |
49,935
shares
|
$7.61 Million
0.07% of portfolio
|
Q1 2024
Reduced 21.45%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
49,581
shares
|
$7.55 Million
0.11% of portfolio
|
Q1 2024
Added 5.7%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
47,359
shares
|
$7.21 Million
0.09% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
46,522
shares
|
$7.09 Million
0.05% of portfolio
|
Q1 2024
Added 1.9%
|
|
Marion Wealth Management
|
Apr 08, 2024 Q1 2024 |
46,418
shares
|
$7.07 Million
2.2% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
46,189
shares
|
$7.03 Million
0.04% of portfolio
|
Q1 2024
Added 48.62%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
45,809
shares
|
$6.98 Million
0.08% of portfolio
|
Q1 2024
Added 4.86%
|
|
Corundum Group, Inc.
|
Apr 15, 2024 Q1 2024 |
44,912
shares
|
$6.84 Million
3.45% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$6.78 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
44,490
shares
|
$6.78 Million
0.34% of portfolio
|
Q1 2024
Added 0.78%
|