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 1,097 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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
475,915
shares
|
$72.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
380,091
shares
|
$58.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
360,059
shares
|
$55.1 Million
1.34% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
346,539
shares
|
$53 Million
1.69% of portfolio
|
Q2 2024
Reduced 10.38%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
343,112
shares
|
$52.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
322,690
shares
|
$49.4 Million
0.69% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,734
shares
|
$48.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
304,395
shares
|
$46.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 43.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
284,733
shares
|
$43.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
278,190
shares
|
$42.6 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
267,797
shares
|
$41 Million
3.28% of portfolio
|
Q1 2025
Added 20.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,013
shares
|
$39.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
257,113
shares
|
$39.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
252,395
shares
|
$38.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
242,695
shares
|
$37.1 Million
0.05% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
241,021
shares
|
$36.9 Million
4.73% of portfolio
|
Q1 2025
Added 74.7%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
235,107
shares
|
$36 Million
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
232,085
shares
|
$35.5 Million
0.02% of portfolio
|
Q1 2025
Added 49.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
230,968
shares
|
$35.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
230,481
shares
|
$35.3 Million
1.1% of portfolio
|
Q4 2019
New holding
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
229,918
shares
|
$35.2 Million
0.91% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
229,813
shares
|
$35.2 Million
0.07% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
222,738
shares
|
$34.1 Million
0.06% of portfolio
|
Q1 2025
Added 605.85%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
221,928
shares
|
$34 Million
1.59% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
215,054
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.6%
|