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 1,091 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,753,830
shares
|
$1.19 Billion
0.08% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,953,501
shares
|
$870 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,672,631
shares
|
$469 Million
1.11% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$438 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,217,882
shares
|
$389 Million
0.27% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,043,754
shares
|
$359 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
1,290,410
shares
|
$227 Million
1.97% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,218,231
shares
|
$214 Million
0.03% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,184,451
shares
|
$208 Million
1.35% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,123,339
shares
|
$197 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,012,549
shares
|
$178 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,003,975
shares
|
$176 Million
0.06% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
972,092
shares
|
$171 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
923,138
shares
|
$162 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
905,799
shares
|
$159 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
748,283
shares
|
$131 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
707,190
shares
|
$124 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
616,743
shares
|
$108 Million
2.44% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
599,286
shares
|
$105 Million
10.13% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
559,205
shares
|
$98.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
551,372
shares
|
$96.8 Million
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$83.7 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
475,915
shares
|
$83.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
404,518
shares
|
$71 Million
0.25% of portfolio
|
Q2 2025
Added 42.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
394,018
shares
|
$69.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.97%
|