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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,325
shares
|
$408,153
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,321
shares
|
$407,451
0.16% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,296
shares
|
$403,062
0.01% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,289
shares
|
$401,833
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,284
shares
|
$400,956
0.91% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,279
shares
|
$400,078
0.12% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
2,274
shares
|
$399,200
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
2,272
shares
|
$398,849
0.2% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
2,268
shares
|
$398,147
0.18% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
2,261
shares
|
$396,918
0.05% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,260
shares
|
$396,743
0.04% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
2,249
shares
|
$394,811
0.11% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
2,242
shares
|
$393,583
0.05% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,234
shares
|
$392,178
0.03% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,218
shares
|
$389,369
0.0% of portfolio
|
Q2 2025
Added 50.17%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
2,204
shares
|
$386,912
0.07% of portfolio
|
Q2 2025
Reduced 16.52%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
2,194
shares
|
$385,156
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,183
shares
|
$383,225
0.03% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
2,181
shares
|
$382,874
0.13% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
2,175
shares
|
$381,821
0.04% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
2,172
shares
|
$381,294
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,166
shares
|
$380,241
0.07% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,164
shares
|
$379,890
0.17% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$378,310
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,138
shares
|
$375,325
0.01% of portfolio
|
Q2 2025
Reduced 9.25%
|