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 |
|---|---|---|---|---|---|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
33,123
shares
|
$5.01 Million
0.08% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
32,691
shares
|
$4.94 Million
1.04% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
32,243
shares
|
$4.88 Million
0.49% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
31,957
shares
|
$4.83 Million
0.22% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
31,702
shares
|
$4.79 Million
0.77% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
31,556
shares
|
$4.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 77.83%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$4.74 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
31,341
shares
|
$4.74 Million
1.75% of portfolio
|
Q4 2024
Reduced 98.47%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
30,676
shares
|
$4.64 Million
2.2% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$4.43 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,829
shares
|
$4.36 Million
0.0% of portfolio
|
Q4 2024
Added 1237.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,725
shares
|
$4.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
28,256
shares
|
$4.27 Million
0.53% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
28,152
shares
|
$4.26 Million
1.23% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
28,021
shares
|
$4.24 Million
1.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
27,621
shares
|
$4.18 Million
0.29% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
27,303
shares
|
$4.13 Million
1.46% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
27,104
shares
|
$4.1 Million
0.55% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
27,014
shares
|
$4.09 Million
0.03% of portfolio
|
Q4 2024
Added 78.84%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
26,921
shares
|
$4.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
26,785
shares
|
$4.05 Million
1.56% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
26,435
shares
|
$4 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
New South Capital Management Inc
Memphis, TN |
Feb 06, 2025 Q4 2024 |
26,390
shares
|
$3.99 Million
0.21% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
26,390
shares
|
$3.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$3.98 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|