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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
40
shares
|
$6,507
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
40
shares
|
$6,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
39
shares
|
$6,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
38
shares
|
$6,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
37
shares
|
$6,019
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
37
shares
|
$6,019
0.0% of portfolio
|
Q3 2024
Reduced 99.09%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$5,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
35
shares
|
$5,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
34
shares
|
$5,531
0.0% of portfolio
|
Q3 2024
Reduced 91.58%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
33
shares
|
$5,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
31
shares
|
$5,043
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
31
shares
|
$5,043
0.0% of portfolio
|
Q2 2023
Added 121.43%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
29
shares
|
$4,718
0.0% of portfolio
|
Q4 2022
Reduced 88.72%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
28
shares
|
$4,555
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
27
shares
|
$4,392
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$4,067
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
24
shares
|
$3,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
21
shares
|
$3,416
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
19
shares
|
$3,091
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
17
shares
|
$2,765
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
13
shares
|
$2,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
11
shares
|
$1,789
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
11
shares
|
$1,789
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
9
shares
|
$1,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
7
shares
|
$1,138
0.0% of portfolio
|
Q2 2024
New holding
|