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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,568
shares
|
$698,949
0.06% of portfolio
|
Q4 2023
Reduced 7.7%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,563
shares
|
$698,184
0.04% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
4,560
shares
|
$697,725
1.62% of portfolio
|
Q1 2025
Reduced 61.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,555
shares
|
$696,960
0.01% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
4,548
shares
|
$695,889
0.02% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
4,548
shares
|
$695,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
4,541
shares
|
$694,818
0.03% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
4,509
shares
|
$689,922
0.49% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,497
shares
|
$688,085
0.02% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
4,482
shares
|
$685,790
0.18% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,468
shares
|
$683,648
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,449
shares
|
$680,741
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,439
shares
|
$679,211
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
4,421
shares
|
$676,457
0.26% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,412
shares
|
$675,080
0.02% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
4,406
shares
|
$674,162
0.01% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
4,404
shares
|
$673,856
0.32% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
4,386
shares
|
$671,101
0.12% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
4,379
shares
|
$670,030
0.03% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
4,361
shares
|
$667,276
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,342
shares
|
$664,369
0.18% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
4,239
shares
|
$648,609
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,226
shares
|
$646,620
0.06% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
4,224
shares
|
$646,314
0.35% of portfolio
|
Q1 2025
Added 169.73%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,223
shares
|
$646,161
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|