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 |
|---|---|---|---|---|---|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
1,848
shares
|
$297,620
0.33% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,833
shares
|
$295,204
0.02% of portfolio
|
Q4 2024
Added 63.22%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,828
shares
|
$294,399
0.05% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$293,916
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
1,823
shares
|
$293,594
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
1,820
shares
|
$293,111
0.1% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$290,856
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
1,805
shares
|
$290,695
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,797
shares
|
$289,406
0.06% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,790
shares
|
$288,279
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,788
shares
|
$287,957
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,777
shares
|
$286,185
0.02% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
1,765
shares
|
$284,253
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,757
shares
|
$282,964
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,756
shares
|
$282,803
0.01% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,750
shares
|
$281,837
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$278,777
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,727
shares
|
$278,133
0.01% of portfolio
|
Q1 2025
Reduced 75.05%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,725
shares
|
$277,811
0.0% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
1,719
shares
|
$276,844
0.04% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,717
shares
|
$276,522
0.03% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,714
shares
|
$276,039
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,712
shares
|
$275,717
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,709
shares
|
$275,234
0.05% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,691
shares
|
$272,335
0.1% of portfolio
|
Q1 2025
Added 2.73%
|