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 999 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.82 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Corundum Group, Inc.
|
Jul 17, 2024 Q2 2024 |
44,363
shares
|
$7.38 Million
2.66% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Td Asset Management Inc
|
Aug 02, 2024 Q2 2024 |
44,085
shares
|
$7.33 Million
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
42,965
shares
|
$7.15 Million
3.12% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 19, 2024 Q2 2024 |
42,730
shares
|
$7.11 Million
0.06% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2024 Q2 2024 |
40,850
shares
|
$6.8 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
38,752
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.22%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
38,696
shares
|
$6.44 Million
0.11% of portfolio
|
Q2 2024
Added 2.08%
|
|
Sanders Morris Harris LLC
|
Jul 12, 2024 Q2 2024 |
38,183
shares
|
$6.35 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
38,032
shares
|
$6.33 Million
0.18% of portfolio
|
Q2 2024
Reduced 67.46%
|
|
Idaho Trust Bank
Boise, ID |
Aug 07, 2024 Q2 2024 |
38,021
shares
|
$6.33 Million
2.96% of portfolio
|
Q2 2024
New holding
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 09, 2024 Q2 2024 |
36,713
shares
|
$6.11 Million
0.02% of portfolio
|
Q2 2024
Added 82.16%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
36,512
shares
|
$6.07 Million
0.04% of portfolio
|
Q2 2024
Added 2.29%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
36,427
shares
|
$6.06 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
35,631
shares
|
$5.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
35,254
shares
|
$5.87 Million
3.32% of portfolio
|
Q2 2024
Added 3.62%
|
|
Independent Family Office, LLC
|
Aug 14, 2024 Q2 2024 |
34,985
shares
|
$5.82 Million
3.05% of portfolio
|
Q4 2023
Added 9.38%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
34,942
shares
|
$5.81 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Oldfather Financial Services, LLC
|
Jul 24, 2024 Q2 2024 |
34,184
shares
|
$5.69 Million
2.14% of portfolio
|
Q2 2024
Added 0.99%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
33,884
shares
|
$5.64 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
33,590
shares
|
$5.59 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
33,234
shares
|
$5.53 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Brooklyn Fi, LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
32,558
shares
|
$5.42 Million
1.94% of portfolio
|
Q2 2024
Reduced 36.86%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
32,053
shares
|
$5.33 Million
0.49% of portfolio
|
Q2 2024
Added 0.37%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
31,938
shares
|
$5.31 Million
0.23% of portfolio
|
Q2 2024
Added 0.03%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$5.22 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|