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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
174,472
shares
|
$30.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 54.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
170,671
shares
|
$30 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
163,070
shares
|
$28.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
160,669
shares
|
$28.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
153,838
shares
|
$27 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
152,390
shares
|
$26.8 Million
0.77% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
149,080
shares
|
$26.2 Million
1.45% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
148,989
shares
|
$26.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
144,227
shares
|
$25.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
143,073
shares
|
$25.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.07%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
138,620
shares
|
$24.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
135,787
shares
|
$23.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
134,978
shares
|
$23.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.7%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
132,857
shares
|
$23.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
132,244
shares
|
$23.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Leeward Investments, LLC Ma
|
Jul 31, 2025 Q2 2025 |
131,568
shares
|
$23.1 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
129,501
shares
|
$22.7 Million
0.08% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
129,491
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
129,235
shares
|
$22.7 Million
0.05% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
129,107
shares
|
$22.7 Million
0.37% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
125,731
shares
|
$22.1 Million
0.05% of portfolio
|
Q3 2023
Reduced 11.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
123,376
shares
|
$21.7 Million
0.05% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,026
shares
|
$20.7 Million
0.0% of portfolio
|
Q2 2025
Added 46.94%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
115,109
shares
|
$20.2 Million
7.01% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
113,214
shares
|
$19.9 Million
0.1% of portfolio
|
Q4 2024
New holding
|