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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,870
shares
|
$898,168
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
5,785
shares
|
$885,162
0.06% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,772
shares
|
$883,173
0.02% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,770
shares
|
$882,867
0.17% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,698
shares
|
$871,850
0.02% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
5,685
shares
|
$869,861
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
5,630
shares
|
$861,446
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
5,588
shares
|
$855,019
0.1% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
5,585
shares
|
$854,560
0.24% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5,567
shares
|
$851,806
0.06% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
5,561
shares
|
$850,888
0.09% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,525
shares
|
$845,380
0.21% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
5,514
shares
|
$843,697
0.04% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
5,473
shares
|
$837,423
0.06% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,451
shares
|
$834,057
0.06% of portfolio
|
Q1 2025
Reduced 95.81%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,435
shares
|
$831,609
0.03% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,414
shares
|
$828,396
0.03% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
5,385
shares
|
$823,958
0.03% of portfolio
|
Q1 2025
Reduced 44.88%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
5,316
shares
|
$813,401
0.63% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,285
shares
|
$808,657
0.01% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,257
shares
|
$804,373
0.04% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
5,257
shares
|
$804,373
0.03% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,254
shares
|
$803,914
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
5,233
shares
|
$800,701
0.1% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
5,227
shares
|
$799,783
0.03% of portfolio
|
Q3 2024
Added 7.18%
|