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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
7,468
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
7,411
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
7,400
shares
|
$1.13 Million
0.75% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
7,389
shares
|
$1.13 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,272
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
7,244
shares
|
$1.11 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
7,206
shares
|
$1.1 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
7,170
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
7,125
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2021
Reduced 0.07%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
7,111
shares
|
$1.09 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,015
shares
|
$1.07 Million
0.57% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
6,971
shares
|
$1.07 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
6,917
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
6,850
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,824
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
6,767
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
6,745
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
May 15, 2025 Q1 2025 |
6,678
shares
|
$1.02 Million
0.78% of portfolio
|
Q2 2024
Closed
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,635
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,585
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 52.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,583
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,510
shares
|
$996,095
0.11% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$993,799
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,458
shares
|
$988,138
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|