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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
1,782
shares
|
$289,913
0.03% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,777
shares
|
$289,100
0.02% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
1,765
shares
|
$287,147
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,757
shares
|
$285,846
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,750
shares
|
$284,707
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,747
shares
|
$284,219
0.01% of portfolio
|
Q1 2024
Added 10.5%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
1,746
shares
|
$284,056
0.02% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,744
shares
|
$283,731
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,744
shares
|
$283,731
0.02% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$281,616
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,725
shares
|
$280,640
0.0% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
1,719
shares
|
$279,664
0.06% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,709
shares
|
$278,037
0.07% of portfolio
|
Q2 2024
Reduced 10.48%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,705
shares
|
$277,386
0.01% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
1,703
shares
|
$277,061
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$276,573
0.01% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,690
shares
|
$274,946
0.1% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,688
shares
|
$274,620
0.01% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
1,670
shares
|
$271,692
0.0% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,668
shares
|
$271,366
0.01% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,665
shares
|
$270,878
0.04% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,660
shares
|
$270,065
0.05% of portfolio
|
Q2 2022
Added 32.8%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,660
shares
|
$270,065
0.01% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,658
shares
|
$269,740
0.0% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,658
shares
|
$269,740
0.09% of portfolio
|
Q2 2024
Reduced 2.18%
|