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 1,051 institutions that hold shares in the stock, with a total of 58.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,745
shares
|
$1.26 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
7,734
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
7,595
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
7,591
shares
|
$1.23 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
7,576
shares
|
$1.23 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,567
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
7,517
shares
|
$1.22 Million
0.55% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
7,514
shares
|
$1.22 Million
0.76% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
7,498
shares
|
$1.22 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
7,498
shares
|
$1.22 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,476
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.41%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
7,451
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.61%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
7,417
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Factorial Partners, LLC
|
Nov 08, 2024 Q3 2024 |
7,400
shares
|
$1.2 Million
0.79% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.2 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
7,319
shares
|
$1.19 Million
0.73% of portfolio
|
Q3 2024
Added 66.45%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
7,304
shares
|
$1.19 Million
1.17% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
7,285
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
7,273
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
7,148
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
7,141
shares
|
$1.16 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
7,132
shares
|
$1.16 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
7,125
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2021
Reduced 0.07%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
7,117
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,013
shares
|
$1.14 Million
0.67% of portfolio
|
Q3 2024
Added 0.03%
|