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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,328
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
10,292
shares
|
$1.81 Million
0.44% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10,247
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
10,041
shares
|
$1.76 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
10,036
shares
|
$1.76 Million
0.58% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,897
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,884
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.71%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,778
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,754
shares
|
$1.71 Million
0.21% of portfolio
|
Q2 2025
Added 330.07%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,689
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9,628
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,575
shares
|
$1.68 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
9,461
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
9,430
shares
|
$1.66 Million
0.79% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
9,319
shares
|
$1.64 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
9,293
shares
|
$1.63 Million
0.37% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
9,288
shares
|
$1.63 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
9,259
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
9,208
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
9,103
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,093
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
9,049
shares
|
$1.59 Million
0.04% of portfolio
|
Q2 2025
Added 98.97%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
9,038
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
9,036
shares
|
$1.59 Million
0.07% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
8,940
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.59%
|