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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
369,883
shares
|
$64.9 Million
1.32% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
350,045
shares
|
$61.5 Million
0.33% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
321,684
shares
|
$56.5 Million
1.27% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,734
shares
|
$56.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
315,415
shares
|
$55.4 Million
0.03% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
307,192
shares
|
$53.9 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
299,683
shares
|
$52.6 Million
3.41% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
285,170
shares
|
$50.1 Million
0.05% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
281,171
shares
|
$49.4 Million
4.14% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
266,461
shares
|
$46.8 Million
1.11% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,013
shares
|
$45.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
260,176
shares
|
$45.7 Million
0.07% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
257,113
shares
|
$45.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
239,046
shares
|
$42 Million
0.02% of portfolio
|
Q2 2025
Added 15292.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
236,711
shares
|
$41.6 Million
0.52% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
236,638
shares
|
$41.5 Million
0.07% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
235,758
shares
|
$41.4 Million
0.07% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
230,606
shares
|
$40.5 Million
0.06% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
230,481
shares
|
$40.5 Million
1.02% of portfolio
|
Q4 2019
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
220,783
shares
|
$38.8 Million
0.05% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
219,913
shares
|
$38.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
219,355
shares
|
$38.5 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
214,968
shares
|
$37.7 Million
0.0% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
204,437
shares
|
$35.9 Million
0.59% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
196,866
shares
|
$34.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 14.38%
|