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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,575
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
9,438
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
9,409
shares
|
$1.44 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
9,357
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,148
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
9,097
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,088
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
9,064
shares
|
$1.39 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
9,036
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
8,874
shares
|
$1.36 Million
0.36% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
8,838
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
8,828
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2022
Added 24.9%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
8,806
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,759
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2023
Added 4.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
8,632
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,592
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,571
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 128.13%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
8,571
shares
|
$1.31 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
8,545
shares
|
$1.31 Million
0.59% of portfolio
|
Q2 2023
Reduced 41.65%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
8,519
shares
|
$1.3 Million
0.34% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
8,494
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,487
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
8,485
shares
|
$1.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
8,476
shares
|
$1.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
8,449
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.82%
|