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 1,009 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
45
shares
|
$6,853
0.0% of portfolio
|
Q3 2022
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$6,092
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
40
shares
|
$6,092
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
36
shares
|
$5,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
32
shares
|
$4,873
0.0% of portfolio
|
Q2 2022
Added 28.0%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
31
shares
|
$4,721
0.0% of portfolio
|
Q2 2023
Added 121.43%
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
31
shares
|
$4,721
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 30, 2024 Q1 2024 |
31
shares
|
$4,721
0.0% of portfolio
|
Q4 2023
New holding
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
30
shares
|
$4,569
0.0% of portfolio
|
Q4 2022
Reduced 30.23%
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
29
shares
|
$4,416
0.0% of portfolio
|
Q4 2022
Reduced 88.72%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
29
shares
|
$4,416
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
28
shares
|
$4,264
0.0% of portfolio
|
Q4 2022
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
27
shares
|
$4,112
0.0% of portfolio
|
Q1 2016
New holding
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
26
shares
|
$3,959
0.0% of portfolio
|
Q1 2024
New holding
|
|
Belmont Capital, LLC
|
May 14, 2024 Q1 2024 |
25
shares
|
$3,807
0.0% of portfolio
|
Q4 2019
New holding
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
25
shares
|
$3,807
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
23
shares
|
$3,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
23
shares
|
$3,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
21
shares
|
$3,198
0.0% of portfolio
|
Q4 2018
New holding
|
|
Hilltop National Bank
Casper, WY |
May 06, 2024 Q1 2024 |
20
shares
|
$3,046
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
19
shares
|
$2,893
0.0% of portfolio
|
Q1 2021
New holding
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
19
shares
|
$2,893
0.0% of portfolio
|
Q1 2024
New holding
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
17
shares
|
$2,589
0.0% of portfolio
|
Q4 2021
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
16
shares
|
$2,436
0.0% of portfolio
|
Q4 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
15
shares
|
$2,284
0.0% of portfolio
|
Q1 2024
New holding
|