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 |
|---|---|---|---|---|---|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
4,796
shares
|
$841,937
0.53% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,786
shares
|
$840,182
0.04% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
4,760
shares
|
$835,618
0.09% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
4,718
shares
|
$828,244
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
4,687
shares
|
$822,802
0.39% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
4,670
shares
|
$819,818
0.47% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$819,116
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$819,116
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$812,796
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
4,604
shares
|
$808,232
0.07% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,603
shares
|
$808,056
0.02% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$807,530
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,599
shares
|
$807,354
0.19% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
4,580
shares
|
$804,019
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,568
shares
|
$801,912
0.05% of portfolio
|
Q4 2023
Reduced 7.7%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
4,535
shares
|
$796,119
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,534
shares
|
$795,943
0.1% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,527
shares
|
$794,714
0.02% of portfolio
|
Q2 2025
Added 64.86%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
4,509
shares
|
$791,554
0.49% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,497
shares
|
$789,448
0.02% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
4,489
shares
|
$788,043
0.03% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
4,482
shares
|
$786,815
0.17% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,454
shares
|
$781,899
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,449
shares
|
$781,021
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
4,441
shares
|
$779,617
0.01% of portfolio
|
Q2 2025
Added 0.79%
|