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 |
---|---|---|---|---|---|
Leeward Investments, LLC Ma
|
Apr 19, 2024 Q1 2024 |
22,746
shares
|
$3.46 Million
0.16% of portfolio
|
Q1 2024
Reduced 59.01%
|
|
Foundation Wealth Management, LLC
Clayton, MO |
May 08, 2024 Q1 2024 |
22,699
shares
|
$3.46 Million
2.94% of portfolio
|
Q1 2024
Added 2.48%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
22,550
shares
|
$3.43 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
22,341
shares
|
$3.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.69%
|
|
German American Bancorp, Inc.
Jasper, IN |
May 14, 2024 Q1 2024 |
22,104
shares
|
$3.37 Million
0.42% of portfolio
|
Q1 2024
Added 1.03%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
21,932
shares
|
$3.34 Million
0.02% of portfolio
|
Q1 2024
Reduced 66.53%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
21,709
shares
|
$3.31 Million
0.08% of portfolio
|
Q1 2024
Added 6.13%
|
|
Northwest Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
21,539
shares
|
$3.28 Million
0.95% of portfolio
|
Q1 2024
Reduced 28.9%
|
|
Investment Partners, Ltd.
|
Apr 15, 2024 Q1 2024 |
21,099
shares
|
$3.21 Million
1.52% of portfolio
|
Q1 2024
Added 1.02%
|
|
Atlas Brown,Inc.
|
Apr 08, 2024 Q1 2024 |
20,856
shares
|
$3.18 Million
1.22% of portfolio
|
Q1 2024
Added 0.32%
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2024 Q1 2024 |
20,154
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 82.79%
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
20,086
shares
|
$3.06 Million
0.5% of portfolio
|
Q4 2023
Added 15.0%
|
|
Nixon Capital, LLC
Austin, TX |
May 14, 2024 Q1 2024 |
20,000
shares
|
$3.05 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
19,928
shares
|
$3.04 Million
0.23% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 08, 2024 Q1 2024 |
19,869
shares
|
$3.03 Million
0.14% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
19,762
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2024
Added 9.53%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
19,680
shares
|
$3 Million
0.13% of portfolio
|
Q4 2023
Added 7.92%
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$2.99 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Apr 29, 2024 Q1 2024 |
19,637
shares
|
$2.99 Million
1.86% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 02, 2024 Q1 2024 |
19,489
shares
|
$2.97 Million
0.72% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Apr 30, 2024 Q1 2024 |
19,371
shares
|
$2.95 Million
1.23% of portfolio
|
Q1 2024
Added 1.98%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
19,339
shares
|
$2.95 Million
0.15% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
Integrated Investment Consultants, LLC
|
Apr 18, 2024 Q1 2024 |
19,311
shares
|
$2.94 Million
0.9% of portfolio
|
Q4 2023
Reduced 1.17%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
19,179
shares
|
$2.92 Million
0.1% of portfolio
|
Q1 2024
Added 19.47%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
18,914
shares
|
$2.88 Million
0.08% of portfolio
|
Q1 2024
Reduced 48.85%
|