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 |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
12,280
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2025
Added 100.92%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
12,250
shares
|
$2.15 Million
0.62% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
12,212
shares
|
$2.14 Million
0.87% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
12,037
shares
|
$2.11 Million
0.74% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
11,858
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
11,837
shares
|
$2.08 Million
0.34% of portfolio
|
Q2 2025
Reduced 41.39%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
11,757
shares
|
$2.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
11,715
shares
|
$2.06 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
11,274
shares
|
$1.98 Million
0.73% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
11,237
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
11,115
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,061
shares
|
$1.94 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,034
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
10,942
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,915
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,860
shares
|
$1.91 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
10,838
shares
|
$1.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,763
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
10,594
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
10,555
shares
|
$1.85 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
10,526
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
Added 176.78%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
10,479
shares
|
$1.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 36.18%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
10,422
shares
|
$1.83 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
10,368
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 571.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
10,330
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
Added 5.12%
|