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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
76,778
shares
|
$12.5 Million
6.72% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
75,292
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
72,430
shares
|
$11.8 Million
6.03% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
72,356
shares
|
$11.8 Million
0.23% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
70,507
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
69,661
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
69,132
shares
|
$11.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
67,749
shares
|
$11 Million
0.28% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
67,383
shares
|
$11 Million
0.1% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
65,750
shares
|
$10.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
65,679
shares
|
$10.7 Million
4.63% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
65,470
shares
|
$10.7 Million
2.84% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
65,289
shares
|
$10.6 Million
0.13% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 01, 2024 Q3 2024 |
64,260
shares
|
$10.5 Million
6.35% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
63,639
shares
|
$10.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
63,594
shares
|
$10.3 Million
0.89% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
63,078
shares
|
$10.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
62,535
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
62,067
shares
|
$10.1 Million
0.11% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
61,005
shares
|
$9.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
60,089
shares
|
$9.78 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
59,679
shares
|
$9.71 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
58,185
shares
|
$9.47 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
57,559
shares
|
$9.36 Million
3.84% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
56,794
shares
|
$9.24 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.6%
|