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 $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
5,235
shares
|
$860,634
0.24% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,235
shares
|
$860,634
0.08% of portfolio
|
Q3 2024
Reduced 47.47%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
5,227
shares
|
$859,318
0.04% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
5,183
shares
|
$852,085
0.2% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
5,148
shares
|
$846,331
0.08% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,147
shares
|
$846,166
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,145
shares
|
$845,838
0.2% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
5,141
shares
|
$845,180
0.47% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
5,141
shares
|
$845,180
0.03% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,104
shares
|
$839,097
0.02% of portfolio
|
Q3 2024
Reduced 28.27%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,038
shares
|
$828,247
0.01% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,031
shares
|
$827,096
0.04% of portfolio
|
Q3 2024
Added 47.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,013
shares
|
$824,137
0.09% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
5,006
shares
|
$822,986
0.5% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
4,966
shares
|
$816,410
0.13% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,956
shares
|
$814,766
0.01% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
4,935
shares
|
$811,314
0.05% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,923
shares
|
$809,341
0.04% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,904
shares
|
$806,217
0.02% of portfolio
|
Q3 2024
Reduced 64.99%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
4,870
shares
|
$800,628
0.57% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
4,851
shares
|
$797,504
0.41% of portfolio
|
Q1 2020
Reduced 9.33%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,839
shares
|
$795,531
2.29% of portfolio
|
Q3 2023
Added 4.85%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,834
shares
|
$794,709
0.26% of portfolio
|
Q3 2024
Reduced 99.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,827
shares
|
$793,558
0.01% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,813
shares
|
$791,257
0.05% of portfolio
|
Q3 2024
Reduced 10.29%
|