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 |
---|---|---|---|---|---|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
11
shares
|
$1,675
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
9
shares
|
$1,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
9
shares
|
$1,370
0.0% of portfolio
|
Q1 2024
Reduced 67.86%
|
|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
9
shares
|
$1,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
9
shares
|
$1,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
8
shares
|
$1,218
0.0% of portfolio
|
Q1 2024
Reduced 52.94%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
7
shares
|
$1,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
7
shares
|
$1,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
5
shares
|
$761
0.0% of portfolio
|
Q3 2021
New holding
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$761
0.0% of portfolio
|
Q4 2022
New holding
|
|
Provident Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
5
shares
|
$761
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
4
shares
|
$609
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
4
shares
|
$609
0.0% of portfolio
|
Q1 2024
Reduced 96.88%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
2
shares
|
$304
0.0% of portfolio
|
Q4 2023
Reduced 87.5%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
2
shares
|
$304
0.0% of portfolio
|
Q3 2021
New holding
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
May 13, 2024 Q1 2024 |
1
shares
|
$152
0.0% of portfolio
|
Q4 2023
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|