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 |
|---|---|---|---|---|---|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
8,185
shares
|
$1.44 Million
0.69% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
8,079
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,002
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
7,984
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
7,973
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
7,954
shares
|
$1.4 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,931
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,914
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
7,838
shares
|
$1.38 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
7,831
shares
|
$1.37 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
7,745
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,725
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,535
shares
|
$1.32 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
7,504
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
7,488
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
7,477
shares
|
$1.31 Million
0.41% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,469
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 49.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,441
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
7,420
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
7,411
shares
|
$1.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,291
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
7,206
shares
|
$1.27 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
7,125
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2021
Reduced 0.07%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
7,057
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 6.36%
|