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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,284
shares
|
$576,506
0.07% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,284
shares
|
$576,506
0.03% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
3,275
shares
|
$574,926
0.28% of portfolio
|
Q1 2025
Reduced 57.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,245
shares
|
$569,659
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
3,226
shares
|
$566,324
0.23% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
3,225
shares
|
$566,148
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,222
shares
|
$565,622
0.13% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,203
shares
|
$562,286
0.04% of portfolio
|
Q2 2025
Added 87.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,199
shares
|
$561,584
0.15% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3,197
shares
|
$561,233
0.02% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,182
shares
|
$558,600
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,180
shares
|
$558,249
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,175
shares
|
$557,371
0.09% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,153
shares
|
$553,509
0.38% of portfolio
|
Q1 2022
Added 4.03%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,139
shares
|
$551,051
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,114
shares
|
$546,662
0.0% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,100
shares
|
$544,205
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
3,082
shares
|
$541,045
0.03% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
3,079
shares
|
$540,518
0.03% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,062
shares
|
$537,534
0.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,055
shares
|
$536,305
0.02% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,055
shares
|
$536,305
0.08% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
3,037
shares
|
$533,145
0.19% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,008
shares
|
$528,054
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,007
shares
|
$527,878
0.11% of portfolio
|
Q1 2025
Added 0.3%
|