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 1,093 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
13,334
shares
|
$2.23 Million
0.12% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
13,312
shares
|
$2.23 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
13,283
shares
|
$2.22 Million
0.12% of portfolio
|
Q4 2023
Added 18.53%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
13,152
shares
|
$2.2 Million
0.13% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
12,942
shares
|
$2.17 Million
0.12% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
12,896
shares
|
$2.16 Million
0.1% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,880
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
12,872
shares
|
$2.15 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
12,803
shares
|
$2.14 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
12,659
shares
|
$2.12 Million
0.07% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,556
shares
|
$2.1 Million
0.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
12,235
shares
|
$2.05 Million
0.65% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
12,212
shares
|
$2.04 Million
0.87% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,871
shares
|
$1.99 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
11,858
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
11,856
shares
|
$1.98 Million
0.83% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,800
shares
|
$1.98 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
11,333
shares
|
$1.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
11,249
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
11,076
shares
|
$1.85 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,061
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,960
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
10,942
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,883
shares
|
$1.82 Million
0.48% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
10,838
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.07%
|