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 999 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.82 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clifford Capital Partners LLC
Alpine, UT |
Sep 19, 2024 Q2 2024 |
31,200
shares
|
$5.16 Million
1.19% of portfolio
|
Q2 2024
New holding
|
|
Heron Bay Capital Management
|
Aug 13, 2024 Q2 2024 |
31,091
shares
|
$5.14 Million
1.03% of portfolio
|
Q4 2023
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
30,734
shares
|
$5.08 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Lwmg, LLC
Lake Elmo, MN |
Jul 11, 2024 Q2 2024 |
29,397
shares
|
$4.86 Million
0.95% of portfolio
|
Q2 2024
Added 12.53%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
29,394
shares
|
$4.86 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$4.84 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 31, 2024 Q2 2024 |
29,274
shares
|
$4.84 Million
1.61% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
Mc Lean Asset Management Corp
|
Jul 11, 2024 Q2 2024 |
29,262
shares
|
$4.84 Million
1.44% of portfolio
|
Q2 2024
Added 0.04%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
28,557
shares
|
$4.72 Million
0.66% of portfolio
|
Q2 2024
Added 1.52%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
27,930
shares
|
$4.62 Million
0.02% of portfolio
|
Q2 2024
Added 2.39%
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
27,736
shares
|
$4.58 Million
1.25% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
27,058
shares
|
$4.47 Million
0.02% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
26,947
shares
|
$4.45 Million
0.07% of portfolio
|
Q2 2024
Added 6.23%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
26,869
shares
|
$4.44 Million
2.42% of portfolio
|
Q2 2024
Added 0.17%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 23, 2024 Q2 2024 |
26,824
shares
|
$4.43 Million
0.55% of portfolio
|
Q2 2024
Added 1.37%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 16, 2024 Q2 2024 |
26,464
shares
|
$4.37 Million
1.16% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Sierra Capital LLC
|
Jul 25, 2024 Q2 2024 |
26,415
shares
|
$4.36 Million
0.54% of portfolio
|
Q2 2024
Reduced 32.11%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$4.34 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
25,780
shares
|
$4.26 Million
0.63% of portfolio
|
Q2 2024
Added 1.07%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
25,715
shares
|
$4.25 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
25,198
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 17.08%
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Jul 26, 2024 Q2 2024 |
24,755
shares
|
$4.09 Million
1.47% of portfolio
|
Q2 2024
Reduced 36.96%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
24,572
shares
|
$4.06 Million
0.13% of portfolio
|
Q2 2024
Added 1.37%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
24,571
shares
|
$4.06 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.39%
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
24,502
shares
|
$4.05 Million
0.07% of portfolio
|
Q2 2024
Reduced 10.87%
|