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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
3,703
shares
|
$566,596
0.11% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,698
shares
|
$565,830
0.18% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
3,695
shares
|
$565,371
0.13% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
3,670
shares
|
$561,546
0.39% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
3,666
shares
|
$560,934
0.13% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,649
shares
|
$558,333
0.05% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,646
shares
|
$557,874
0.03% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
3,622
shares
|
$554,202
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
3,616
shares
|
$553,284
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
3,608
shares
|
$552,060
0.03% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,600
shares
|
$550,836
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,588
shares
|
$548,999
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,586
shares
|
$548,693
1.24% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
3,564
shares
|
$545,327
0.26% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,560
shares
|
$544,715
0.04% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,518
shares
|
$538,289
0.02% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
3,511
shares
|
$537,218
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
3,504
shares
|
$536,147
0.31% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,503
shares
|
$535,994
0.12% of portfolio
|
Q3 2022
Reduced 16.95%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
3,488
shares
|
$533,698
0.2% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,448
shares
|
$527,578
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
3,445
shares
|
$527,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,439
shares
|
$526,201
0.04% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,439
shares
|
$526,201
0.09% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,436
shares
|
$525,742
0.01% of portfolio
|
Q4 2023
Added 104.89%
|