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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,877
shares
|
$630,749
0.04% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,875
shares
|
$630,423
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,862
shares
|
$628,308
0.05% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,828
shares
|
$622,777
0.07% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,826
shares
|
$622,451
0.01% of portfolio
|
Q3 2024
Added 114.22%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,820
shares
|
$621,475
0.13% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
3,800
shares
|
$618,222
0.14% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$617,083
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
3,791
shares
|
$616,757
0.27% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,761
shares
|
$611,877
0.02% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,726
shares
|
$606,182
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
3,703
shares
|
$602,441
0.14% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
3,700
shares
|
$601,953
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$600,000
0.99% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
3,651
shares
|
$593,981
0.07% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,646
shares
|
$593,167
0.08% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,645
shares
|
$593,005
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,625
shares
|
$589,751
0.04% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
3,576
shares
|
$581,779
0.26% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,560
shares
|
$579,176
0.02% of portfolio
|
Q3 2024
Reduced 77.08%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
3,537
shares
|
$575,434
0.11% of portfolio
|
Q2 2024
Reduced 10.07%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,532
shares
|
$574,621
0.02% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,531
shares
|
$574,458
0.01% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,529
shares
|
$574,133
0.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,528
shares
|
$573,970
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|