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iShares Russell 2000 Value ETF (IWN) Institutional Ownership

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$156.19
-0.96 (-0.61%)
(As of 05/10/2024 08:55 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Number of
Institutional Buyers
(last 12 months)
478
Total
Institutional Inflows
(last 12 months)
$2.75B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$1.41B
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IWN Institutional Buying and Selling by Quarter

iShares Russell 2000 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Cynosure Group LLC2,504$398K0.1%-16.6%0.003%
5/11/2024Hirtle Callaghan & Co LLC4,927$782K0.0%-2.9%0.006%
5/11/2024Patten & Patten Inc. TN2,360$375K0.0%-4.1%0.003%
5/10/2024Osaic Holdings Inc.105,809$16.81M0.0%-17.1%0.136%
5/10/2024Rodgers & Associates LTD5,649$897K0.1%-7.3%0.007%
5/10/2024TIAA Trust National Association2,585,388$410.59M1.3%+5.0%3.327%
5/10/2024Vanguard Group Inc.10,861$1.73M0.0%+0.9%0.014%
5/10/2024Alera Investment Advisors LLC14,349$2.28M0.3%-8.7%0.018%
5/10/2024Clearstead Trust LLC241$38K0.0%+75.9%0.000%
5/10/2024First Foundation Advisors7,190$1.14M0.0%-15.7%0.009%
5/10/2024 Tocqueville Asset Management L.P.30,114$4.78M0.1%+0.6%0.039%
5/10/2024 Truepoint Inc.3,056$485K0.0%+65.6%0.004%
5/10/2024 TCTC Holdings LLC1,574$250K0.0%+4.6%0.002%
5/9/2024 Leo Wealth LLC2,004$318K0.0%-8.7%0.003%
5/9/2024 Blair William & Co. IL62,962$10.00M0.0%+10.3%0.081%
5/9/2024 Picton Mahoney Asset Management325,175$51.64M1.5%+103.1%0.419%
5/9/2024 HBK Sorce Advisory LLC12,389$1.97M0.1%-27.7%0.016%
5/9/2024 Kingsview Wealth Management LLC3,545$563K0.0%-7.2%0.005%
5/9/2024 Portland Global Advisors LLC1,269$202K0.0%N/A0.002%
5/9/2024 BHK Investment Advisors LLC12,239$1.94M0.7%+43.4%0.016%
5/8/2024 Foundation Wealth Management LLC22,699$3.61M2.9%+2.5%0.029%
5/8/2024 Cozad Asset Management Inc.7,785$1.24M0.1%+3.1%0.010%
5/8/2024 MAI Capital Management243,245$38.63M0.4%+0.2%0.313%
5/8/2024 Avantax Advisory Services Inc.35,696$5.67M0.1%-21.9%0.046%
5/8/2024 US Bancorp DE714,255$113.43M0.2%+3.3%0.919%
5/8/2024 Legacy Capital Group California Inc.2,110$335K0.1%-26.3%0.003%
5/7/2024 Verus Capital Partners LLC10,061$1.60M0.2%-25.5%0.013%
5/7/2024 Capital Square LLC2,406$382K0.3%N/A0.003%
5/7/2024 Meeder Asset Management Inc.12,791$2.03M0.1%-34.1%0.016%
5/7/2024 Pointe Capital Management LLC4,499$714K0.4%+46.3%0.006%
5/7/2024 Sei Investments Co.317,478$50.42M0.1%-7.4%0.409%
5/7/2024 Concurrent Investment Advisors LLC8,349$1.33M0.1%-51.9%0.011%
5/7/2024 SilverOak Wealth Management LLC7,569$1.20M0.3%-6.2%0.010%
5/7/2024 Anchor Capital Advisors LLC7,277$1.16M0.0%-22.6%0.009%
5/7/2024 WealthPLAN Partners LLC8,277$1.31M0.1%+2.8%0.011%
5/7/2024 New South Capital Management Inc.92,910$14.76M0.6%+27.5%0.120%
5/7/2024 CarsonAllaria Wealth Management Ltd.618$98K0.1%+1,161.2%0.001%
5/7/2024 Smithfield Trust Co6,209$972K0.1%-2.0%0.008%
5/7/2024 Facet Wealth Inc.359,875$56.01M1.9%+9.9%0.463%
5/7/2024 Nvwm LLC629$100K0.0%-32.3%0.001%
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5/7/2024 Windward Private Wealth Management Inc.13,798$2.19M0.9%-1.1%0.018%
5/7/2024 PFG Advisors2,278$362K0.0%-29.2%0.003%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,761$2.82M0.1%+1.5%0.023%
5/7/2024 Wealthspire Advisors LLC49,581$7.87M0.1%+5.7%0.064%
5/7/2024 Roof Eidam Maycock Peralta LLC1,283$204K0.1%N/A0.002%
5/7/2024 SG Americas Securities LLC9,973$1.58M0.0%N/A0.013%
5/7/2024 Empowered Funds LLC11,935$1.90M0.0%N/A0.015%
5/6/2024 Envestnet Portfolio Solutions Inc.26,646$4.23M0.0%+206.0%0.034%
5/4/2024 Geneos Wealth Management Inc.15,632$2.48M0.1%-5.9%0.020%
5/4/2024 Paulson Wealth Management Inc.2,714$431K0.1%-7.0%0.003%
5/4/2024 Csenge Advisory Group2,651$421K0.0%N/A0.003%
5/3/2024 Embree Financial Group2,887$458K0.1%-6.7%0.004%
5/3/2024 Southern Capital Advisors LLC3,343$531K0.3%-31.3%0.004%
5/3/2024 TFB Advisors LLC9,547$1.43M0.5%+4.0%0.012%
5/3/2024 Rehmann Capital Advisory Group2,603$413K0.0%-19.7%0.003%
5/3/2024 Etfidea LLC2,096$333K0.1%-9.5%0.003%
5/3/2024 Commerce Bank413,735$65.71M0.4%+1.7%0.532%
5/3/2024 Whittier Trust Co. of Nevada Inc.165,174$26.23M0.8%+1.8%0.213%
5/3/2024 Whittier Trust Co.297,785$47.29M0.7%+0.3%0.383%
5/2/2024 Financial Counselors Inc.22,341$3.55M0.1%-8.7%0.029%
5/2/2024 FinTrust Capital Advisors LLC2,402$381K0.1%-4.2%0.003%
5/2/2024 Haverford Trust Co5,196$825K0.0%-2.0%0.007%
5/2/2024 Hardy Reed LLC13,728$2.18M0.3%+3.1%0.018%
5/2/2024 Lwmg LLC26,124$4.15M1.0%+16.3%0.034%
5/2/2024 Bryn Mawr Capital Management LLC9,184$1.46M0.1%-8.7%0.012%
5/2/2024 Choreo LLC221,827$35.23M0.9%+1.3%0.285%
5/2/2024 Family Firm Inc.7,979$1.27M0.3%-3.0%0.010%
5/2/2024 Hollencrest Capital Management1,335$212K0.0%-32.3%0.002%
5/1/2024 Paces Ferry Wealth Advisors LLC7,008$1.11M0.7%-28.3%0.009%
5/1/2024 Connecticut Wealth Management LLC5,678$902K0.0%-16.4%0.007%
5/1/2024 Cherry Tree Wealth Management LLC1,129$179K0.0%-18.0%0.001%
5/1/2024 Janney Montgomery Scott LLC17,173$2.73M0.0%-33.6%0.022%
5/1/2024 BNP Paribas Financial Markets74,571$11.84M0.0%+15.7%0.096%
5/1/2024 Diversify Advisory Services LLC2,105$331K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC27,729$4.40M0.0%-11.8%0.036%
4/30/2024 North Star Investment Management Corp.6,189$983K0.1%-5.3%0.008%
4/30/2024 Culbertson A N & Co. Inc.4,966$789K0.1%+1.7%0.006%
4/30/2024 Beam Wealth Advisors Inc.2,104$334K0.2%-5.8%0.003%
4/30/2024 HB Wealth Management LLC37,167$5.90M0.1%+5.9%0.048%
4/30/2024 SpiderRock Advisors LLC2,712$409K0.0%N/A0.003%
4/30/2024 West Bancorporation Inc.3,776$600K0.4%-50.8%0.005%
4/30/2024 Strategic Wealth Partners Group LLC59,679$9.48M1.0%-0.3%0.077%
4/30/2024 Vance Wealth Inc.19,371$3.08M1.2%+2.0%0.025%
4/30/2024 Arkadios Wealth Advisors3,977$632K0.0%-1.7%0.005%
4/30/2024 Perigon Wealth Management LLC5,227$830K0.0%+18.2%0.007%
4/30/2024 SkyOak Wealth LLC11,343$1.80M0.4%-6.6%0.015%
4/30/2024 Allspring Global Investments Holdings LLC483,223$76.74M0.1%+34.7%0.622%
4/29/2024Commonwealth Equity Services LLC1,203,819$191.18M0.3%-0.4%1.549%
4/29/2024 Principal Financial Group Inc.64,165$10.19M0.0%-56.5%0.083%
4/29/2024 Sierra Capital LLC38,910$6.18M0.8%+0.2%0.050%
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4/29/2024 Archvest Wealth Advisors Inc.29,213$4.59M3.2%+2.8%0.038%
4/29/2024 Crescent Grove Advisors LLC6,971$1.11M0.1%+1.4%0.009%
4/29/2024 HighMark Wealth Management LLC5,163$820K0.5%+59.1%0.007%
4/29/2024 Baxter Bros Inc.2,375$377K0.0%N/A0.003%
4/26/2024 Pinnacle Associates Ltd.3,878$616K0.0%-50.2%0.005%
4/26/2024 LifeSteps Financial Inc.255$40K0.0%N/A0.000%
4/26/2024 Crestone Asset Management LLC59,665$9.48M1.9%+3.5%0.077%
4/26/2024 McKinley Carter Wealth Services Inc.7,199$1.14M0.1%-6.0%0.009%
4/26/2024 Legacy Bridge LLC9,730$1.55M0.9%-9.3%0.013%
4/26/2024 Mesirow Financial Investment Management Inc.1,413$224K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

IWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWN shares?

During the previous two years, 943 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($60.29B), Morgan Stanley ($867.15M), TIAA Trust National Association ($410.59M), Jones Financial Companies Lllp ($352.13M), TIAA FSB ($351.65M), Envestnet Asset Management Inc. ($296.09M), and Carl Stuart Investment Advisor Inc. ($222.06M).Learn more on IWN's institutional investors.

Which institutional investors have been buying iShares Russell 2000 Value ETF stock?

Of the 772 institutional investors that purchased iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($6.40M), TIAA Trust National Association ($2.61M), Alaska Permanent Fund Corp ($2.39M), Vaughan Nelson Investment Management L.P. ($807.43K), M&T Bank Corp ($750.82K), Victory Capital Management Inc. ($744.03K), and Edge Capital Group LLC ($685.19K).

How much institutional buying is happening at iShares Russell 2000 Value ETF?

Institutional investors have bought a total of 32,517,604 shares in the last 24 months. This purchase volume represents approximately $4.55B in transactions.

Which iShares Russell 2000 Value ETF major shareholders have been selling company stock?

Of the 606 institutional investors that sold iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($2.29M), Alaska Permanent Fund Corp ($1.87M), TIAA FSB ($1.35M), JPMorgan Chase & Co. ($1.31M), Vaughan Nelson Investment Management L.P. ($847.91K), Johns Hopkins University ($734.28K), and Edge Capital Group LLC ($683.16K).

How much institutional selling is happening at iShares Russell 2000 Value ETF?

Institutional investors have sold a total of 23,210,069 shares in the last 24 months. This volume of shares sold represents approximately $3.22B in transactions.


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This page (NYSEARCA:IWN) was last updated on 5/13/2024 by MarketBeat.com Staff

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