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 1,098 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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
6,440
shares
|
$985,384
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,427
shares
|
$983,395
0.07% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
6,407
shares
|
$980,335
0.26% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,362
shares
|
$973,449
0.58% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
6,358
shares
|
$972,837
0.03% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,322
shares
|
$967,329
0.01% of portfolio
|
Q1 2025
Reduced 47.6%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,319
shares
|
$966,870
0.0% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
6,306
shares
|
$964,881
0.18% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,291
shares
|
$962,585
0.19% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
6,264
shares
|
$958,454
0.48% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,234
shares
|
$953,864
0.07% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,149
shares
|
$940,858
0.07% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
6,145
shares
|
$940,246
0.05% of portfolio
|
Q1 2025
Reduced 76.71%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
6,145
shares
|
$940,246
0.0% of portfolio
|
Q1 2025
Reduced 76.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
6,134
shares
|
$938,563
0.02% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,125
shares
|
$937,186
0.01% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
6,112
shares
|
$935,197
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
6,086
shares
|
$931,218
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
6,036
shares
|
$923,568
0.23% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,017
shares
|
$920,661
0.53% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,005
shares
|
$918,825
0.06% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
6,000
shares
|
$918,060
0.59% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$918,060
2.22% of portfolio
|
Q4 2021
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,915
shares
|
$905,054
0.04% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
5,912
shares
|
$904,595
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|