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 60.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
58,009
shares
|
$8.97 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
57,678
shares
|
$8.92 Million
3.85% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
57,500
shares
|
$8.89 Million
0.02% of portfolio
|
Q4 2024
Added 637.18%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
55,798
shares
|
$8.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
55,340
shares
|
$8.55 Million
0.01% of portfolio
|
Q4 2024
Added 240.68%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
55,295
shares
|
$8.55 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
53,831
shares
|
$8.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
53,691
shares
|
$8.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 33.99%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
53,526
shares
|
$8.27 Million
3.15% of portfolio
|
Q4 2024
Added 116.05%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
53,505
shares
|
$8.27 Million
0.08% of portfolio
|
Q4 2024
Reduced 91.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
53,293
shares
|
$8.24 Million
0.07% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
52,746
shares
|
$8.15 Million
0.16% of portfolio
|
Q4 2024
Added 57.52%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
52,662
shares
|
$8.14 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
51,940
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
51,747
shares
|
$8 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
51,320
shares
|
$7.93 Million
0.29% of portfolio
|
Q4 2024
Reduced 60.1%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
51,203
shares
|
$7.91 Million
0.08% of portfolio
|
Q4 2024
Added 3653.89%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
50,900
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
48,431
shares
|
$7.49 Million
2.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,201
shares
|
$7.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
46,610
shares
|
$7.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
46,404
shares
|
$7.17 Million
0.09% of portfolio
|
Q4 2024
Added 203.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,751
shares
|
$7.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
44,728
shares
|
$6.91 Million
0.26% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$6.88 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|