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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
24,354
shares
|
$4.02 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
24,007
shares
|
$3.97 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
23,887
shares
|
$3.95 Million
2.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2024 Q1 2024 |
23,791
shares
|
$3.93 Million
0.08% of portfolio
|
Q1 2022
New holding
|
|
Boston Partners
Boston, MA |
Aug 13, 2024 Q2 2024 |
23,282
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2024
Added 109.86%
|
|
Bishop & CO Investment Management, LLC
|
Aug 09, 2024 Q2 2024 |
23,196
shares
|
$3.83 Million
2.14% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Prosperity Planning, Inc.
|
Jul 23, 2024 Q2 2024 |
22,928
shares
|
$3.79 Million
1.2% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,791
shares
|
$3.77 Million
1.21% of portfolio
|
Q1 2023
Reduced 27.45%
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Aug 13, 2024 Q2 2024 |
22,654
shares
|
$3.74 Million
2.7% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
22,537
shares
|
$3.72 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
22,535
shares
|
$3.72 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
21,891
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
21,734
shares
|
$3.59 Million
0.38% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
21,274
shares
|
$3.52 Million
0.85% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Atlas Brown,Inc.
|
Jul 23, 2024 Q2 2024 |
20,949
shares
|
$3.46 Million
1.16% of portfolio
|
Q2 2024
Added 0.45%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
20,881
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.64%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
20,687
shares
|
$3.42 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2024 Q2 2024 |
20,633
shares
|
$3.41 Million
0.24% of portfolio
|
Q2 2024
Added 111.79%
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
20,632
shares
|
$3.41 Million
0.05% of portfolio
|
Q2 2024
Added 23.57%
|
|
Investment Partners, Ltd.
|
Aug 07, 2024 Q2 2024 |
20,563
shares
|
$3.4 Million
1.41% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
20,427
shares
|
$3.38 Million
1.28% of portfolio
|
Q2 2024
Added 5.45%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
20,394
shares
|
$3.37 Million
0.04% of portfolio
|
Q2 2024
Added 3.2%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
20,270
shares
|
$3.35 Million
0.48% of portfolio
|
Q2 2024
Added 0.92%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
19,869
shares
|
$3.28 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.25 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|