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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,126
shares
|
$342,392
0.02% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$341,748
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
2,120
shares
|
$341,426
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$340,942
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,117
shares
|
$340,942
0.02% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
2,115
shares
|
$340,620
0.26% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,108
shares
|
$339,493
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,106
shares
|
$339,171
0.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,083
shares
|
$335,467
0.26% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,077
shares
|
$334,500
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
2,077
shares
|
$334,500
0.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$334,339
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
2,041
shares
|
$328,703
0.0% of portfolio
|
Q2 2021
Reduced 1.78%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,028
shares
|
$326,609
0.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
2,028
shares
|
$326,609
0.16% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,024
shares
|
$325,965
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,024
shares
|
$325,965
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,017
shares
|
$324,837
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
2,016
shares
|
$324,676
0.01% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,014
shares
|
$324,354
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$324,193
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,008
shares
|
$323,388
0.13% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
2,000
shares
|
$322,100
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$322,100
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
2,000
shares
|
$322,100
0.27% of portfolio
|
Q1 2025
New holding
|