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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,173
shares
|
$516,215
0.11% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
3,172
shares
|
$516,052
0.01% of portfolio
|
Q4 2023
Added 307.31%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
3,158
shares
|
$513,775
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,153
shares
|
$512,961
0.38% of portfolio
|
Q1 2022
Added 4.03%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,150
shares
|
$512,473
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
3,149
shares
|
$512,310
0.08% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
3,145
shares
|
$511,660
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,103
shares
|
$504,827
0.06% of portfolio
|
Q4 2023
Reduced 24.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$503,200
0.08% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
3,083
shares
|
$501,573
0.53% of portfolio
|
Q3 2022
Reduced 10.82%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
3,082
shares
|
$501,410
0.04% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,077
shares
|
$500,597
0.02% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,069
shares
|
$499,295
0.04% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,055
shares
|
$497,017
0.07% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,051
shares
|
$496,367
0.42% of portfolio
|
Q3 2024
Added 30.66%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
3,048
shares
|
$495,879
0.35% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,035
shares
|
$493,764
0.04% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,033
shares
|
$493,438
0.01% of portfolio
|
Q4 2023
Reduced 5.84%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,023
shares
|
$491,811
0.11% of portfolio
|
Q4 2023
Reduced 0.4%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
3,000
shares
|
$488,070
0.14% of portfolio
|
Q1 2023
Reduced 1.06%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,984
shares
|
$485,466
0.26% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,932
shares
|
$477,007
0.04% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
2,922
shares
|
$475,380
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,917
shares
|
$474,566
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
2,908
shares
|
$473,102
0.25% of portfolio
|
Q3 2024
Added 13.91%
|