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 1,097 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
214,968
shares
|
$32.9 Million
0.0% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
204,406
shares
|
$31.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
203,583
shares
|
$31.2 Million
0.05% of portfolio
|
Q1 2025
Added 50.57%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
182,323
shares
|
$27.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
180,963
shares
|
$27.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
177,631
shares
|
$27.2 Million
0.69% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
173,810
shares
|
$26.6 Million
0.01% of portfolio
|
Q1 2025
Added 27.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
171,986
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
171,821
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
162,948
shares
|
$24.9 Million
3.45% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
156,175
shares
|
$23.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
152,390
shares
|
$23.3 Million
0.77% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
147,378
shares
|
$22.6 Million
1.48% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
145,407
shares
|
$22.2 Million
0.22% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
144,255
shares
|
$22.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
137,937
shares
|
$21.1 Million
0.01% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Leeward Investments, LLC Ma
|
Apr 28, 2025 Q1 2025 |
136,147
shares
|
$20.8 Million
1.11% of portfolio
|
Q1 2025
Added 423.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
131,246
shares
|
$20.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
127,159
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.98%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
126,325
shares
|
$19.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
125,731
shares
|
$19.2 Million
0.05% of portfolio
|
Q3 2023
Reduced 11.04%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
125,000
shares
|
$19.1 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
122,531
shares
|
$18.7 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
119,878
shares
|
$18.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
119,150
shares
|
$18.2 Million
0.05% of portfolio
|
Q1 2025
Added 7.69%
|