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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,834
shares
|
$3.71 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
22,801
shares
|
$3.71 Million
0.06% of portfolio
|
Q3 2024
Added 60.37%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,791
shares
|
$3.71 Million
1.21% of portfolio
|
Q1 2023
Reduced 27.45%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
22,547
shares
|
$3.67 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
22,535
shares
|
$3.67 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
22,455
shares
|
$3.65 Million
1.43% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
22,124
shares
|
$3.6 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
22,085
shares
|
$3.59 Million
0.53% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
21,524
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.46%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
21,311
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
21,035
shares
|
$3.42 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
20,829
shares
|
$3.39 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20,750
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.2%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
20,632
shares
|
$3.36 Million
0.05% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,614
shares
|
$3.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
20,450
shares
|
$3.33 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,381
shares
|
$3.32 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,999
shares
|
$3.25 Million
0.15% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.2 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
19,421
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
19,324
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
18,948
shares
|
$3.08 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
18,847
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,809
shares
|
$3.06 Million
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$3.05 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|