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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
5,475
shares
|
$961,136
0.08% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,435
shares
|
$954,114
0.03% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,348
shares
|
$938,841
0.03% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
5,327
shares
|
$935,154
0.37% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
5,326
shares
|
$934,979
0.57% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,324
shares
|
$934,628
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
5,292
shares
|
$929,010
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
5,233
shares
|
$918,653
0.1% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,229
shares
|
$917,950
0.02% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
5,221
shares
|
$916,546
0.03% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
5,211
shares
|
$914,791
0.13% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,207
shares
|
$914,088
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
5,159
shares
|
$905,662
0.69% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,145
shares
|
$903,204
0.2% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,078
shares
|
$891,442
0.11% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
5,032
shares
|
$883,367
0.1% of portfolio
|
Q2 2025
Added 249.93%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
4,983
shares
|
$874,765
0.46% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,957
shares
|
$870,201
0.04% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$866,339
0.04% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
4,877
shares
|
$856,157
0.03% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
4,851
shares
|
$851,593
0.37% of portfolio
|
Q1 2020
Reduced 9.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,843
shares
|
$850,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,839
shares
|
$849,486
2.29% of portfolio
|
Q3 2023
Added 4.85%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
4,810
shares
|
$844,395
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
4,804
shares
|
$843,342
0.1% of portfolio
|
Q2 2025
New holding
|