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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,523
shares
|
$442,912
0.05% of portfolio
|
Q2 2025
Added 655.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,520
shares
|
$442,386
0.01% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,516
shares
|
$441,683
0.05% of portfolio
|
Q3 2022
Added 7.38%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,514
shares
|
$441,332
0.17% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,503
shares
|
$439,401
0.12% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,503
shares
|
$439,401
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,500
shares
|
$438,875
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,496
shares
|
$438,172
0.03% of portfolio
|
Q4 2022
Reduced 1.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,483
shares
|
$435,890
0.06% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
2,478
shares
|
$435,012
0.06% of portfolio
|
Q2 2025
Reduced 38.54%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
2,472
shares
|
$433,959
0.04% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,471
shares
|
$433,784
0.15% of portfolio
|
Q3 2022
Reduced 1.59%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
2,466
shares
|
$432,906
0.08% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,459
shares
|
$431,677
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,445
shares
|
$429,219
0.03% of portfolio
|
Q2 2025
Reduced 25.05%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,430
shares
|
$426,586
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
2,422
shares
|
$425,182
0.01% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,421
shares
|
$425,006
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,413
shares
|
$423,602
0.06% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,410
shares
|
$423,075
0.48% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,403
shares
|
$421,846
0.09% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,402
shares
|
$421,671
0.02% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,395
shares
|
$420,442
0.01% of portfolio
|
Q2 2025
Added 58.71%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
2,392
shares
|
$419,915
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,378
shares
|
$417,457
0.07% of portfolio
|
Q3 2024
Added 0.38%
|