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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,433
shares
|
$391,834
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
2,430
shares
|
$391,351
0.42% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,392
shares
|
$385,231
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
2,392
shares
|
$385,231
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,385
shares
|
$384,104
0.48% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,378
shares
|
$382,976
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,362
shares
|
$380,400
0.07% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
2,356
shares
|
$379,433
0.01% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
2,350
shares
|
$378,467
0.05% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,321
shares
|
$373,797
0.16% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
2,304
shares
|
$371,059
0.21% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
2,274
shares
|
$366,227
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
2,273
shares
|
$366,066
1.05% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
2,268
shares
|
$365,261
0.18% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,265
shares
|
$364,778
0.0% of portfolio
|
Q1 2025
Added 70.56%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,260
shares
|
$363,973
0.04% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
2,239
shares
|
$360,590
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,199
shares
|
$354,148
0.01% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
2,185
shares
|
$351,894
0.04% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,183
shares
|
$351,572
0.03% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
2,181
shares
|
$351,250
0.13% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,169
shares
|
$349,317
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
2,166
shares
|
$348,834
0.07% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
2,161
shares
|
$348,029
0.01% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$347,062
0.06% of portfolio
|
Q1 2024
New holding
|