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 |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
3,545
shares
|
$622,324
0.25% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,511
shares
|
$616,356
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,504
shares
|
$615,127
0.2% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,503
shares
|
$614,951
0.12% of portfolio
|
Q3 2022
Reduced 16.95%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
3,502
shares
|
$614,776
0.15% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,497
shares
|
$613,898
0.13% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
3,497
shares
|
$613,898
0.26% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,496
shares
|
$613,722
0.03% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,492
shares
|
$613,020
0.05% of portfolio
|
Q2 2025
Reduced 79.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,458
shares
|
$607,051
0.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,455
shares
|
$606,525
0.05% of portfolio
|
Q2 2025
Added 132.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
3,450
shares
|
$605,647
0.03% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,450
shares
|
$605,647
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,436
shares
|
$603,189
0.01% of portfolio
|
Q4 2023
Added 104.89%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,401
shares
|
$597,045
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,386
shares
|
$594,412
0.03% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,386
shares
|
$594,412
0.01% of portfolio
|
Q2 2025
Reduced 80.69%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,374
shares
|
$592,305
0.03% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,353
shares
|
$588,619
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,351
shares
|
$588,268
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
3,339
shares
|
$586,161
0.1% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
3,338
shares
|
$585,985
0.01% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,331
shares
|
$584,757
0.56% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,325
shares
|
$583,703
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,288
shares
|
$577,208
0.04% of portfolio
|
Q2 2025
Added 11.16%
|