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 |
|---|---|---|---|---|---|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,420
shares
|
$523,294
0.59% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,401
shares
|
$520,387
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,392
shares
|
$519,009
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,386
shares
|
$518,091
0.03% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,386
shares
|
$518,091
0.02% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,377
shares
|
$516,714
0.09% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,374
shares
|
$516,255
0.03% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,364
shares
|
$514,725
0.02% of portfolio
|
Q1 2025
Added 166.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
3,350
shares
|
$512,583
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,340
shares
|
$511,053
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
3,339
shares
|
$510,900
0.1% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
3,325
shares
|
$508,758
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,310
shares
|
$506,463
0.27% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
3,275
shares
|
$501,107
0.29% of portfolio
|
Q1 2025
Reduced 57.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,262
shares
|
$499,118
0.04% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,244
shares
|
$496,364
0.02% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
3,225
shares
|
$493,457
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,222
shares
|
$492,998
0.13% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
3,204
shares
|
$490,244
0.24% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
3,197
shares
|
$489,172
0.15% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,182
shares
|
$486,877
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,180
shares
|
$486,571
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,153
shares
|
$482,440
0.38% of portfolio
|
Q1 2022
Added 4.03%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,138
shares
|
$480,145
0.03% of portfolio
|
Q1 2025
Added 44.81%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,108
shares
|
$475,555
0.04% of portfolio
|
Q1 2025
Added 3.57%
|