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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$571,692
0.09% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,503
shares
|
$569,903
0.12% of portfolio
|
Q3 2022
Reduced 16.95%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,501
shares
|
$569,577
0.01% of portfolio
|
Q3 2024
Added 41.51%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,495
shares
|
$568,601
0.26% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,475
shares
|
$565,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,472
shares
|
$564,859
0.15% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,469
shares
|
$564,371
0.28% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
3,461
shares
|
$563,070
0.03% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,459
shares
|
$562,744
0.21% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,458
shares
|
$562,582
0.03% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,449
shares
|
$561,117
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
3,446
shares
|
$560,629
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,436
shares
|
$559,002
0.01% of portfolio
|
Q4 2023
Added 104.89%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,433
shares
|
$558,514
0.04% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,429
shares
|
$557,864
0.02% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,412
shares
|
$555,098
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,401
shares
|
$553,308
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,359
shares
|
$546,475
0.02% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,350
shares
|
$545,011
0.02% of portfolio
|
Q4 2022
Reduced 0.74%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,345
shares
|
$544,198
0.01% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
3,275
shares
|
$532,809
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
3,225
shares
|
$524,675
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,222
shares
|
$524,187
0.13% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,183
shares
|
$517,842
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,182
shares
|
$517,679
0.06% of portfolio
|
Q2 2024
New holding
|