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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
107,635
shares
|
$17.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
106,951
shares
|
$17.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
106,485
shares
|
$17.3 Million
0.04% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
105,047
shares
|
$17.1 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
103,349
shares
|
$16.8 Million
2.67% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
98,376
shares
|
$16 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
98,020
shares
|
$15.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
97,252
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
96,381
shares
|
$15.7 Million
4.77% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
93,572
shares
|
$15.2 Million
0.23% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
92,380
shares
|
$15 Million
0.64% of portfolio
|
Q3 2024
Reduced 43.57%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
91,749
shares
|
$14.9 Million
7.24% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
90,367
shares
|
$14.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
89,320
shares
|
$14.5 Million
2.27% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
87,996
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.28%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
84,282
shares
|
$13.7 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
83,623
shares
|
$13.6 Million
4.33% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
83,623
shares
|
$13.6 Million
4.46% of portfolio
|
Q4 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
83,538
shares
|
$13.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
81,881
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
81,343
shares
|
$13.2 Million
0.13% of portfolio
|
Q3 2024
Added 44.76%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
80,528
shares
|
$13.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
79,086
shares
|
$12.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
78,071
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
77,137
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|