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 999 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.82 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Centerpoint Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
135
shares
|
$22,459
0.01% of portfolio
|
Q2 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
132
shares
|
$21,960
0.01% of portfolio
|
Q2 2024
Added 0.76%
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
130
shares
|
$21,628
0.01% of portfolio
|
Q1 2019
Reduced 8.45%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
128
shares
|
$21,295
0.0% of portfolio
|
Q2 2024
Added 28.0%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 08, 2024 Q2 2024 |
127
shares
|
$21,128
0.01% of portfolio
|
Q2 2024
Reduced 10.56%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
120
shares
|
$19,964
0.0% of portfolio
|
Q4 2023
Added 205.83%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
120
shares
|
$19,964
0.0% of portfolio
|
Q2 2024
Added 5.26%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
117
shares
|
$19,465
0.02% of portfolio
|
Q4 2023
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
116
shares
|
$19,298
0.01% of portfolio
|
Q1 2024
Added 0.87%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
115
shares
|
$19,132
0.01% of portfolio
|
Q4 2019
New holding
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 30, 2024 Q2 2024 |
112
shares
|
$18,633
0.01% of portfolio
|
Q2 2024
New holding
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
107
shares
|
$17,801
0.01% of portfolio
|
Q2 2024
Added 0.94%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
102
shares
|
$16,969
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
100
shares
|
$16,637
0.01% of portfolio
|
Q2 2022
New holding
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
100
shares
|
$16,637
0.0% of portfolio
|
Q4 2023
Reduced 35.48%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
95
shares
|
$15,805
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
95
shares
|
$15,805
0.01% of portfolio
|
Q1 2024
New holding
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$15,638
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
79
shares
|
$13,143
0.01% of portfolio
|
Q2 2024
New holding
|
|
Morling Financial Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
78
shares
|
$12,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
77
shares
|
$12,810
0.0% of portfolio
|
Q1 2023
New holding
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
76
shares
|
$12,644
0.0% of portfolio
|
Q4 2022
New holding
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
75
shares
|
$12,477
0.01% of portfolio
|
Q2 2024
Reduced 53.13%
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
73
shares
|
$12,145
0.01% of portfolio
|
Q2 2024
Added 217.39%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
72
shares
|
$11,978
0.0% of portfolio
|
Q1 2024
New holding
|