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 1,097 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,331,658
shares
|
$969 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,055,820
shares
|
$774 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
2,843,511
shares
|
$435 Million
1.34% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$382 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,402,269
shares
|
$368 Million
5.06% of portfolio
|
Q1 2025
Added 94.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,088,938
shares
|
$320 Million
0.11% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,060,421
shares
|
$315 Million
0.28% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
1,234,460
shares
|
$189 Million
1.86% of portfolio
|
Q1 2025
Added 2207.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,198,962
shares
|
$183 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,134,640
shares
|
$174 Million
1.41% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,080,901
shares
|
$165 Million
0.03% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
1,068,747
shares
|
$164 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,049,237
shares
|
$161 Million
0.59% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
986,496
shares
|
$151 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
942,986
shares
|
$144 Million
0.2% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
941,550
shares
|
$144 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
794,473
shares
|
$122 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
672,793
shares
|
$103 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
610,876
shares
|
$93.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
608,076
shares
|
$93 Million
2.59% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
545,714
shares
|
$83.5 Million
0.02% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
525,134
shares
|
$80.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
512,305
shares
|
$78.4 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
501,457
shares
|
$76.7 Million
8.49% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$73 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|