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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
14,147
shares
|
$2.16 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,075
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
14,016
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,772
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
13,728
shares
|
$2.1 Million
0.19% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
13,283
shares
|
$2.03 Million
0.12% of portfolio
|
Q4 2023
Added 18.53%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
13,152
shares
|
$2.01 Million
0.13% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
13,092
shares
|
$2 Million
0.17% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
12,942
shares
|
$1.98 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
|
$1.97 Million
0.1% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,880
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
12,872
shares
|
$1.97 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
12,803
shares
|
$1.96 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
12,665
shares
|
$1.94 Million
0.7% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
12,556
shares
|
$1.92 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
|
$1.87 Million
0.65% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,871
shares
|
$1.82 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
11,858
shares
|
$1.81 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
|
$1.81 Million
0.83% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
11,832
shares
|
$1.81 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,800
shares
|
$1.81 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
11,663
shares
|
$1.78 Million
0.17% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
11,459
shares
|
$1.75 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
11,333
shares
|
$1.73 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
11,249
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.47%
|