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 1,096 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.29 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
19,545
shares
|
$3.27 Million
0.05% of portfolio
|
Q1 2025
Added 122.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
18,881
shares
|
$3.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$3.14 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
18,585
shares
|
$3.11 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
18,465
shares
|
$3.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
18,171
shares
|
$3.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
17,902
shares
|
$3 Million
0.55% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Azarias Capital Management, L.P.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
17,897
shares
|
$3 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,827
shares
|
$2.98 Million
2.84% of portfolio
|
Q2 2022
Reduced 42.6%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17,708
shares
|
$2.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,446
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,010
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
16,802
shares
|
$2.81 Million
0.06% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
16,732
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
16,317
shares
|
$2.73 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
16,147
shares
|
$2.7 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
16,120
shares
|
$2.7 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
16,098
shares
|
$2.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,987
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Added 72.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,894
shares
|
$2.66 Million
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,549
shares
|
$2.6 Million
0.16% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
15,483
shares
|
$2.59 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,443
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.57%
|