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 1,061 institutions that hold shares in the stock, with a total of 58.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,318,138
shares
|
$1.05 Billion
0.09% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,190,896
shares
|
$867 Million
0.06% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,732,711
shares
|
$456 Million
1.37% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,584,653
shares
|
$432 Million
0.44% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$417 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,975,810
shares
|
$330 Million
0.11% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Starboard Value LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,355,000
shares
|
$226 Million
5.17% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
1,232,534
shares
|
$206 Million
3.02% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,199,444
shares
|
$200 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,154,299
shares
|
$193 Million
0.64% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,083,119
shares
|
$181 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,049,996
shares
|
$175 Million
1.46% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,013,108
shares
|
$169 Million
0.08% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,002,484
shares
|
$167 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
932,468
shares
|
$156 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
869,731
shares
|
$145 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
864,974
shares
|
$144 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
723,575
shares
|
$121 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
686,051
shares
|
$115 Million
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
665,455
shares
|
$111 Million
0.99% of portfolio
|
Q3 2024
Added 1457.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
632,207
shares
|
$106 Million
0.01% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
613,647
shares
|
$102 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
593,076
shares
|
$99 Million
2.8% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
506,937
shares
|
$84.6 Million
2.23% of portfolio
|
Q3 2024
Added 789.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$79.6 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|