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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
2,126
shares
|
$373,219
0.02% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$372,517
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,120
shares
|
$372,166
0.03% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$371,639
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
2,115
shares
|
$371,288
0.26% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,108
shares
|
$370,059
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,087
shares
|
$366,372
0.0% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
2,087
shares
|
$366,372
0.0% of portfolio
|
Q2 2025
Reduced 39.42%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,083
shares
|
$365,670
0.26% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,077
shares
|
$364,617
0.03% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
2,077
shares
|
$364,617
0.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$364,441
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,073
shares
|
$363,915
0.01% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,028
shares
|
$356,015
0.01% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,024
shares
|
$355,313
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,024
shares
|
$355,313
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,024
shares
|
$355,313
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
2,017
shares
|
$354,084
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
2,017
shares
|
$354,084
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
2,016
shares
|
$353,908
0.01% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,014
shares
|
$353,557
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$353,382
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,013
shares
|
$353,382
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$351,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$351,100
0.17% of portfolio
|
Q2 2023
New holding
|