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 |
|---|---|---|---|---|---|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
42,681
shares
|
$6.94 Million
3.27% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
42,438
shares
|
$6.9 Million
0.12% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
42,018
shares
|
$6.84 Million
0.08% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
41,572
shares
|
$6.76 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
39,607
shares
|
$6.44 Million
3.73% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
39,423
shares
|
$6.41 Million
1.42% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
39,305
shares
|
$6.39 Million
0.03% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
38,149
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 67.73%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
37,986
shares
|
$6.18 Million
0.23% of portfolio
|
Q3 2024
Reduced 40.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
36,888
shares
|
$6 Million
0.09% of portfolio
|
Q3 2024
Reduced 54.66%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
34,985
shares
|
$5.69 Million
2.96% of portfolio
|
Q4 2023
Added 9.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
34,549
shares
|
$5.62 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
34,033
shares
|
$5.54 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
33,844
shares
|
$5.51 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
33,735
shares
|
$5.49 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
33,586
shares
|
$5.46 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
33,486
shares
|
$5.45 Million
0.13% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
32,691
shares
|
$5.32 Million
1.04% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
32,423
shares
|
$5.27 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
31,948
shares
|
$5.2 Million
0.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
31,781
shares
|
$5.17 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
31,491
shares
|
$5.12 Million
0.07% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$5.1 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
29,710
shares
|
$4.83 Million
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,624
shares
|
$4.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.61%
|