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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
5,211
shares
|
$797,335
0.13% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
5,166
shares
|
$790,449
0.74% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
5,156
shares
|
$788,919
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,145
shares
|
$787,236
0.2% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,082
shares
|
$777,596
0.14% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
4,957
shares
|
$758,470
0.47% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$755,104
0.04% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
4,870
shares
|
$745,158
0.53% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
4,851
shares
|
$742,251
0.37% of portfolio
|
Q1 2020
Reduced 9.33%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,839
shares
|
$740,415
2.29% of portfolio
|
Q3 2023
Added 4.85%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
4,796
shares
|
$733,835
0.51% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
4,795
shares
|
$733,682
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
4,771
shares
|
$730,010
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
4,760
shares
|
$728,327
0.56% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,717
shares
|
$721,748
0.09% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$713,944
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$713,944
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
4,649
shares
|
$711,343
0.33% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,641
shares
|
$710,119
0.1% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
4,639
shares
|
$709,813
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$708,436
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
4,604
shares
|
$704,458
0.07% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$703,846
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
4,584
shares
|
$701,397
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,578
shares
|
$700,479
0.2% of portfolio
|
Q1 2025
Added 0.28%
|