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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,875
shares
|
$680,256
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
3,862
shares
|
$677,974
0.37% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,810
shares
|
$668,845
0.31% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,801
shares
|
$667,265
0.24% of portfolio
|
Q2 2025
Added 78.45%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$665,861
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
3,786
shares
|
$664,632
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,757
shares
|
$659,541
0.01% of portfolio
|
Q2 2025
Reduced 58.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,749
shares
|
$658,136
0.09% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
3,738
shares
|
$656,205
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,733
shares
|
$655,328
0.02% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,727
shares
|
$654,274
0.02% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
3,716
shares
|
$652,343
0.07% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
3,703
shares
|
$650,061
0.11% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,698
shares
|
$649,183
0.17% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,675
shares
|
$645,146
0.02% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,646
shares
|
$640,055
0.03% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
3,628
shares
|
$636,895
0.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
3,622
shares
|
$635,842
0.01% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,600
shares
|
$631,980
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
3,587
shares
|
$629,697
0.22% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,586
shares
|
$629,522
1.24% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,583
shares
|
$628,995
0.07% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,565
shares
|
$625,835
0.03% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,563
shares
|
$625,484
0.05% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,547
shares
|
$622,675
0.0% of portfolio
|
Q2 2025
Added 31.96%
|