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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,244,220
shares
|
$937 Million
0.09% of portfolio
|
Q1 2024
Added 6.99%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,070,561
shares
|
$911 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
2,585,388
shares
|
$388 Million
1.26% of portfolio
|
Q1 2024
Added 4.98%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$375 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
2,345,930
shares
|
$352 Million
0.51% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,948,531
shares
|
$292 Million
0.12% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Starboard Value LP
New York, NY |
May 15, 2024 Q1 2024 |
1,705,000
shares
|
$256 Million
5.86% of portfolio
|
Q1 2024
Reduced 5.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,352,326
shares
|
$203 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.47%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,203,819
shares
|
$181 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,202,322
shares
|
$180 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,068,179
shares
|
$160 Million
0.04% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
1,016,936
shares
|
$153 Million
1.47% of portfolio
|
Q1 2024
Added 1.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
962,793
shares
|
$145 Million
0.04% of portfolio
|
Q1 2024
Reduced 17.63%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
933,000
shares
|
$140 Million
0.4% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
916,060
shares
|
$137 Million
0.51% of portfolio
|
Q1 2024
Added 24.68%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Apr 09, 2024 Q1 2024 |
850,047
shares
|
$128 Million
1.99% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
803,327
shares
|
$121 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
753,757
shares
|
$113 Million
0.07% of portfolio
|
Q1 2024
Added 2.56%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
714,255
shares
|
$107 Million
0.16% of portfolio
|
Q1 2024
Added 3.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
681,582
shares
|
$102 Million
0.01% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
572,202
shares
|
$85.9 Million
0.02% of portfolio
|
Q1 2024
Added 6.46%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
567,513
shares
|
$85.2 Million
3.2% of portfolio
|
Q1 2024
Added 2.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
489,896
shares
|
$73.5 Million
0.02% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Bailard, Inc.
|
May 08, 2024 Q1 2024 |
488,393
shares
|
$73.3 Million
2.17% of portfolio
|
Q1 2024
Added 1583.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
483,223
shares
|
$72.5 Million
0.12% of portfolio
|
Q1 2024
Added 34.67%
|
|