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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,002
shares
|
$527,001
0.09% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,000
shares
|
$526,650
0.11% of portfolio
|
Q1 2023
Reduced 1.06%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$526,650
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,993
shares
|
$525,421
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,986
shares
|
$524,192
0.24% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,983
shares
|
$523,665
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,976
shares
|
$522,436
0.02% of portfolio
|
Q2 2025
Added 39.92%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
2,976
shares
|
$522,436
0.23% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
2,971
shares
|
$521,559
0.01% of portfolio
|
Q2 2025
Added 111.01%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,971
shares
|
$521,559
0.0% of portfolio
|
Q2 2025
Reduced 81.42%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
2,962
shares
|
$519,979
0.32% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
2,941
shares
|
$516,292
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,932
shares
|
$514,712
0.01% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,926
shares
|
$513,659
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
2,922
shares
|
$512,957
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,915
shares
|
$511,728
0.15% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,892
shares
|
$507,690
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
2,876
shares
|
$504,881
0.19% of portfolio
|
Q2 2025
Reduced 34.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,873
shares
|
$504,355
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,859
shares
|
$501,897
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
2,858
shares
|
$501,721
0.03% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,849
shares
|
$500,141
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
2,847
shares
|
$499,790
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$498,562
0.02% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,836
shares
|
$497,859
0.06% of portfolio
|
Q2 2025
Reduced 0.18%
|