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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
16,147
shares
|
$2.47 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
16,098
shares
|
$2.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.63%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
16,029
shares
|
$2.45 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,987
shares
|
$2.45 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
|
$2.43 Million
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,549
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,348
shares
|
$2.35 Million
0.43% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,270
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,120
shares
|
$2.31 Million
0.05% of portfolio
|
Q3 2022
Added 51.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,077
shares
|
$2.31 Million
0.04% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
15,055
shares
|
$2.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 45.12%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
14,806
shares
|
$2.27 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,779
shares
|
$2.26 Million
0.36% of portfolio
|
Q1 2025
Reduced 29.53%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.23 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
14,542
shares
|
$2.23 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,494
shares
|
$2.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
14,406
shares
|
$2.2 Million
0.05% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
14,387
shares
|
$2.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.2 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
14,384
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,382
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
14,283
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
14,260
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,166
shares
|
$2.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.68%
|