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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.53 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
14,239
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
14,170
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
14,147
shares
|
$2.48 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
14,128
shares
|
$2.48 Million
0.78% of portfolio
|
Q2 2025
Reduced 28.99%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
14,031
shares
|
$2.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,998
shares
|
$2.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
13,915
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.84%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,900
shares
|
$2.44 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,828
shares
|
$2.43 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
13,724
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Added 39.7%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,667
shares
|
$2.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,551
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
13,425
shares
|
$2.36 Million
1.18% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
13,334
shares
|
$2.34 Million
0.12% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
13,312
shares
|
$2.34 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
13,283
shares
|
$2.33 Million
0.12% of portfolio
|
Q4 2023
Added 18.53%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,943
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
12,942
shares
|
$2.27 Million
0.11% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,880
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
12,803
shares
|
$2.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
12,663
shares
|
$2.22 Million
0.08% of portfolio
|
Q2 2025
Added 87.13%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
12,659
shares
|
$2.22 Million
0.07% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,507
shares
|
$2.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
12,302
shares
|
$2.16 Million
0.46% of portfolio
|
Q2 2025
Added 44.41%
|