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 1,090 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,841
shares
|
$457,543
0.06% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$457,382
0.02% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
2,836
shares
|
$456,737
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,826
shares
|
$455,127
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
2,822
shares
|
$454,483
0.24% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
2,817
shares
|
$453,677
0.2% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,811
shares
|
$452,711
0.12% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
2,806
shares
|
$451,906
0.08% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,803
shares
|
$451,423
0.15% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
2,800
shares
|
$450,940
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,774
shares
|
$446,752
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,765
shares
|
$445,303
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,765
shares
|
$445,303
0.03% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
2,764
shares
|
$445,142
0.14% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,761
shares
|
$444,659
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,746
shares
|
$442,243
0.01% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
2,741
shares
|
$441,438
0.03% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,728
shares
|
$439,344
0.01% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
2,726
shares
|
$439,022
0.22% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,716
shares
|
$437,411
0.12% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
2,714
shares
|
$437,089
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,713
shares
|
$436,928
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,712
shares
|
$436,767
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,699
shares
|
$434,673
0.07% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,694
shares
|
$433,868
0.06% of portfolio
|
Q1 2025
Reduced 9.11%
|