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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
6,098
shares
|
$1.07 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
6,098
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
6,067
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
6,000
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$1.05 Million
2.22% of portfolio
|
Q4 2021
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
5,976
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,967
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,961
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,951
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
5,935
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Added 114.73%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,884
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Added 104.02%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
5,866
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
5,846
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,715
shares
|
$1 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,698
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
5,685
shares
|
$998,001
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,656
shares
|
$992,910
0.01% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
5,630
shares
|
$988,346
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
5,615
shares
|
$985,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
5,548
shares
|
$973,951
0.54% of portfolio
|
Q2 2025
Reduced 26.57%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
5,545
shares
|
$973,424
0.1% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
5,533
shares
|
$971,318
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
5,529
shares
|
$970,615
0.23% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,515
shares
|
$968,158
0.06% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,514
shares
|
$967,982
0.04% of portfolio
|
Q4 2024
Reduced 3.5%
|