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 1,092 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 $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,688
shares
|
$432,902
0.0% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
2,684
shares
|
$432,258
0.03% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,665
shares
|
$429,198
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,615
shares
|
$421,145
0.19% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,607
shares
|
$419,857
0.01% of portfolio
|
Q1 2025
Added 34.73%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
2,581
shares
|
$415,670
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$415,509
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$415,347
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,576
shares
|
$414,864
0.14% of portfolio
|
Q4 2024
Added 114.67%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
2,570
shares
|
$413,898
0.36% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,564
shares
|
$412,932
0.01% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,549
shares
|
$410,516
0.05% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,534
shares
|
$408,100
0.04% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,516
shares
|
$405,201
0.05% of portfolio
|
Q3 2022
Added 7.38%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,503
shares
|
$403,108
0.12% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,503
shares
|
$403,108
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,500
shares
|
$402,625
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,496
shares
|
$401,980
0.03% of portfolio
|
Q4 2022
Reduced 1.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
2,494
shares
|
$401,658
0.05% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,483
shares
|
$399,887
0.06% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
2,472
shares
|
$398,115
0.04% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,471
shares
|
$397,954
0.15% of portfolio
|
Q3 2022
Reduced 1.59%
|