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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
11,176
shares
|
$1.71 Million
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
11,076
shares
|
$1.69 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,960
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
10,942
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,883
shares
|
$1.67 Million
0.48% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
10,677
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
10,478
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
10,476
shares
|
$1.6 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
10,449
shares
|
$1.6 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10,429
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
10,248
shares
|
$1.57 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
10,132
shares
|
$1.55 Million
0.36% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
10,036
shares
|
$1.54 Million
0.58% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
10,021
shares
|
$1.53 Million
0.09% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
9,987
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9,978
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,957
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Added 37.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
9,827
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
9,824
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,780
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
9,730
shares
|
$1.49 Million
0.89% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,707
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
9,671
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9,628
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
9,591
shares
|
$1.47 Million
1.0% of portfolio
|
Q1 2025
Added 5.51%
|