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 |
|---|---|---|---|---|---|
|
New South Capital Management Inc
Memphis, TN |
Aug 13, 2025 Q2 2025 |
8,910
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
8,910
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
8,828
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2022
Added 24.9%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
8,800
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,759
shares
|
$1.54 Million
0.3% of portfolio
|
Q2 2023
Added 4.56%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
8,724
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,722
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
8,666
shares
|
$1.52 Million
0.72% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
8,609
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
8,596
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 33.34%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
8,545
shares
|
$1.5 Million
0.58% of portfolio
|
Q2 2023
Reduced 41.65%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
8,525
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
8,494
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,493
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
8,485
shares
|
$1.49 Million
0.18% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,407
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
8,392
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 77.34%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
8,352
shares
|
$1.47 Million
0.51% of portfolio
|
Q2 2025
Reduced 73.94%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
8,329
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,321
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,280
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2025
Added 53.9%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
8,280
shares
|
$1.45 Million
1.25% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
8,224
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
8,216
shares
|
$1.44 Million
0.48% of portfolio
|
Q1 2025
Added 43.99%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,210
shares
|
$1.44 Million
0.29% of portfolio
|
Q2 2025
Reduced 18.97%
|