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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,438
shares
|
$396,638
0.25% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,394
shares
|
$389,479
0.04% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
2,392
shares
|
$389,154
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,378
shares
|
$386,876
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
2,375
shares
|
$386,388
0.05% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,366
shares
|
$384,924
0.97% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
2,359
shares
|
$383,785
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,350
shares
|
$382,321
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
2,338
shares
|
$380,369
0.51% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,330
shares
|
$379,067
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,323
shares
|
$377,928
0.05% of portfolio
|
Q3 2024
Reduced 74.66%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
2,321
shares
|
$377,603
0.17% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,298
shares
|
$373,861
0.09% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,275
shares
|
$370,119
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
2,270
shares
|
$369,306
0.13% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
2,268
shares
|
$368,980
0.06% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
2,227
shares
|
$362,310
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
2,221
shares
|
$361,334
0.13% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,197
shares
|
$357,429
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,183
shares
|
$355,152
0.0% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
2,181
shares
|
$354,826
0.02% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,168
shares
|
$352,711
0.04% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$351,898
0.04% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,160
shares
|
$351,410
0.03% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,156
shares
|
$350,759
0.0% of portfolio
|
Q3 2024
Reduced 87.78%
|