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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
17,676
shares
|
$3.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,446
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.34%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
17,355
shares
|
$3.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
17,286
shares
|
$3.03 Million
1.05% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
17,010
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,981
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
16,802
shares
|
$2.95 Million
0.06% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
16,790
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
16,435
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
16,430
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
16,147
shares
|
$2.83 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
16,120
shares
|
$2.83 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
16,106
shares
|
$2.83 Million
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,549
shares
|
$2.73 Million
0.16% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,529
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
15,483
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,443
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
15,393
shares
|
$2.7 Million
0.03% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,348
shares
|
$2.69 Million
0.43% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,120
shares
|
$2.65 Million
0.05% of portfolio
|
Q3 2022
Added 51.72%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
15,055
shares
|
$2.64 Million
0.26% of portfolio
|
Q1 2025
Reduced 45.12%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
14,709
shares
|
$2.58 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.56 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
14,406
shares
|
$2.53 Million
0.05% of portfolio
|
Q1 2025
Added 0.52%
|