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 $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
610
shares
|
$100,284
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
605
shares
|
$99,462
0.03% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$98,640
0.03% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
580
shares
|
$95,352
0.02% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
579
shares
|
$95,187
0.01% of portfolio
|
Q3 2024
Added 153.95%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
575
shares
|
$94,530
0.01% of portfolio
|
Q3 2024
Reduced 76.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
572
shares
|
$94,036
0.01% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
539
shares
|
$88,611
0.01% of portfolio
|
Q2 2024
Reduced 15.65%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
535
shares
|
$87,954
0.0% of portfolio
|
Q3 2024
Reduced 85.32%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
509
shares
|
$83,679
0.0% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
501
shares
|
$82,364
0.07% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
494
shares
|
$81,213
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
489
shares
|
$80,391
0.0% of portfolio
|
Q4 2023
Reduced 79.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
482
shares
|
$79,240
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
475
shares
|
$78,090
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
474
shares
|
$77,925
0.09% of portfolio
|
Q1 2023
Reduced 62.71%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
471
shares
|
$77,432
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$75,624
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
459
shares
|
$75,459
0.03% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
440
shares
|
$72,336
0.02% of portfolio
|
Q1 2024
Reduced 11.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
417
shares
|
$68,554
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
415
shares
|
$68,226
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
413
shares
|
$67,897
0.05% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
409
shares
|
$67,239
0.0% of portfolio
|
Q3 2024
Reduced 35.49%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
383
shares
|
$62,965
0.03% of portfolio
|
Q3 2024
Reduced 0.52%
|