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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,214
shares
|
$644,784
0.01% of portfolio
|
Q1 2025
Reduced 35.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,163
shares
|
$636,980
0.01% of portfolio
|
Q1 2025
Reduced 63.65%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,122
shares
|
$630,707
0.15% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,117
shares
|
$629,942
0.06% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
4,103
shares
|
$627,800
0.06% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,080
shares
|
$624,280
0.04% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
4,032
shares
|
$616,936
0.11% of portfolio
|
Q3 2024
Added 76.46%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
4,000
shares
|
$612,040
0.0% of portfolio
|
Q1 2024
Reduced 32.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,992
shares
|
$610,815
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
3,985
shares
|
$609,744
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,966
shares
|
$606,837
0.08% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
3,905
shares
|
$597,504
0.34% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,875
shares
|
$592,913
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
3,852
shares
|
$589,394
0.11% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,842
shares
|
$587,864
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,834
shares
|
$586,640
0.02% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
3,831
shares
|
$586,181
0.4% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,820
shares
|
$584,498
0.11% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
3,810
shares
|
$582,968
0.32% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
3,803
shares
|
$581,897
0.02% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$580,366
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,756
shares
|
$574,705
0.06% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
3,756
shares
|
$574,705
0.26% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
3,726
shares
|
$570,115
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,721
shares
|
$569,350
0.07% of portfolio
|
Q1 2025
Added 0.32%
|