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 |
|---|---|---|---|---|---|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
2,822
shares
|
$495,402
0.24% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
2,817
shares
|
$494,524
0.16% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,811
shares
|
$493,471
0.12% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,806
shares
|
$492,593
0.05% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,803
shares
|
$492,066
0.15% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
2,794
shares
|
$490,486
0.25% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,783
shares
|
$488,555
0.03% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,762
shares
|
$484,869
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,751
shares
|
$482,938
0.0% of portfolio
|
Q2 2025
Added 73.67%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
2,731
shares
|
$479,427
0.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,721
shares
|
$477,671
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,716
shares
|
$476,793
0.12% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,714
shares
|
$476,442
0.11% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,712
shares
|
$476,091
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,699
shares
|
$473,809
0.07% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
2,687
shares
|
$471,702
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,669
shares
|
$468,542
0.06% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,658
shares
|
$466,611
0.24% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
2,612
shares
|
$458,536
0.35% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,590
shares
|
$454,674
0.03% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,581
shares
|
$453,094
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$452,919
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$452,743
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,564
shares
|
$450,110
0.01% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,534
shares
|
$444,843
0.04% of portfolio
|
Q2 2025
Reduced 19.25%
|