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 1,052 institutions that hold shares in the stock, with a total of 58.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$5.22 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
29,277
shares
|
$5.22 Million
1.46% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
29,224
shares
|
$5.21 Million
2.35% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
27,845
shares
|
$4.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
27,453
shares
|
$4.89 Million
0.08% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
27,273
shares
|
$4.86 Million
1.61% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
26,963
shares
|
$4.81 Million
0.56% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
26,856
shares
|
$4.79 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
26,782
shares
|
$4.77 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,532
shares
|
$4.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
26,464
shares
|
$4.72 Million
1.19% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
26,427
shares
|
$4.71 Million
0.53% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
26,418
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2024
Added 1740.98%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$4.69 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
25,684
shares
|
$4.58 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25,278
shares
|
$4.51 Million
0.13% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
25,266
shares
|
$4.5 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
24,775
shares
|
$4.42 Million
1.56% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
24,705
shares
|
$4.4 Million
1.69% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
24,007
shares
|
$4.28 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,977
shares
|
$4.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
23,874
shares
|
$4.26 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,438
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
23,067
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,834
shares
|
$4.07 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.56%
|