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 |
|---|---|---|---|---|---|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$351,100
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,989
shares
|
$349,168
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,985
shares
|
$348,466
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,961
shares
|
$344,253
0.02% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
1,950
shares
|
$342,322
0.18% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
1,948
shares
|
$341,971
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,942
shares
|
$340,918
0.08% of portfolio
|
Q2 2025
Reduced 74.0%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
1,930
shares
|
$338,811
0.31% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,925
shares
|
$337,933
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,907
shares
|
$334,773
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,906
shares
|
$334,598
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
1,903
shares
|
$334,071
0.04% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,901
shares
|
$333,720
0.01% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,892
shares
|
$332,140
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,892
shares
|
$332,140
0.02% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,873
shares
|
$328,805
0.0% of portfolio
|
Q1 2025
Reduced 26.2%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
1,871
shares
|
$328,454
0.06% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,852
shares
|
$325,118
0.02% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
1,851
shares
|
$324,943
0.08% of portfolio
|
Q1 2024
Reduced 32.57%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,850
shares
|
$324,767
0.01% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
1,848
shares
|
$324,416
0.34% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
1,840
shares
|
$323,012
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,829
shares
|
$321,080
0.03% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$320,378
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
1,820
shares
|
$319,501
0.08% of portfolio
|
Q2 2024
Added 1.68%
|