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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
4,439
shares
|
$779,266
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,425
shares
|
$776,808
0.04% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
4,386
shares
|
$769,962
0.13% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,342
shares
|
$762,238
0.18% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
4,329
shares
|
$759,955
0.48% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,319
shares
|
$758,200
0.07% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,295
shares
|
$753,987
0.01% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
4,287
shares
|
$752,582
0.03% of portfolio
|
Q2 2025
Added 122.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,230
shares
|
$742,576
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
4,220
shares
|
$740,821
0.02% of portfolio
|
Q2 2025
Added 116.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,187
shares
|
$735,027
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
4,183
shares
|
$734,325
0.06% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
4,150
shares
|
$728,532
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,124
shares
|
$723,968
0.08% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,119
shares
|
$723,090
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,115
shares
|
$722,388
0.0% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
4,090
shares
|
$717,999
0.15% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,086
shares
|
$717,297
0.02% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,047
shares
|
$710,450
0.01% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,018
shares
|
$705,359
0.02% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,012
shares
|
$704,306
0.12% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
3,986
shares
|
$699,742
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,984
shares
|
$699,391
0.02% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,905
shares
|
$685,522
0.02% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,903
shares
|
$685,171
0.03% of portfolio
|
Q2 2025
Reduced 24.3%
|