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 |
|---|---|---|---|---|---|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
7,024
shares
|
$1.23 Million
0.55% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
7,015
shares
|
$1.23 Million
0.55% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
6,972
shares
|
$1.22 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
6,900
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
6,850
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
6,834
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,824
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
6,682
shares
|
$1.17 Million
0.54% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Aug 14, 2025 Q2 2025 |
6,678
shares
|
$1.17 Million
0.83% of portfolio
|
Q2 2024
Closed
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
6,596
shares
|
$1.16 Million
0.78% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$1.14 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,486
shares
|
$1.14 Million
0.49% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,464
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,444
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,427
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
6,425
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
6,400
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.32%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
6,320
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
6,306
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
6,287
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
6,263
shares
|
$1.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,234
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,180
shares
|
$1.08 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,177
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 75.58%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
6,119
shares
|
$1.07 Million
1.06% of portfolio
|
Q2 2025
New holding
|