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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
20,166
shares
|
$3.09 Million
1.18% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
20,046
shares
|
$3.07 Million
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
19,897
shares
|
$3.04 Million
1.15% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.01 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
19,606
shares
|
$3 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
19,545
shares
|
$2.99 Million
0.05% of portfolio
|
Q1 2025
Added 122.23%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,964
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
18,881
shares
|
$2.89 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$2.87 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
18,585
shares
|
$2.84 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
18,465
shares
|
$2.83 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
18,171
shares
|
$2.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
17,862
shares
|
$2.73 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,827
shares
|
$2.73 Million
2.84% of portfolio
|
Q2 2022
Reduced 42.6%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17,708
shares
|
$2.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,532
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,446
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.34%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
17,291
shares
|
$2.65 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
16,792
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
16,732
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
16,595
shares
|
$2.54 Million
1.46% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
16,420
shares
|
$2.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
16,410
shares
|
$2.51 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
16,317
shares
|
$2.5 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
16,238
shares
|
$2.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.49%
|