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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,818
shares
|
$319,149
0.0% of portfolio
|
Q2 2025
Reduced 32.99%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,817
shares
|
$318,974
0.01% of portfolio
|
Q2 2025
Added 57.73%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$317,043
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
1,805
shares
|
$316,867
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,797
shares
|
$315,463
0.06% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,790
shares
|
$314,234
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,788
shares
|
$313,883
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,777
shares
|
$311,952
0.02% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
1,765
shares
|
$309,845
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,757
shares
|
$308,441
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
1,757
shares
|
$308,441
0.07% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,750
shares
|
$307,212
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$303,877
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,731
shares
|
$303,877
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,727
shares
|
$303,174
0.01% of portfolio
|
Q1 2025
Reduced 75.05%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,725
shares
|
$302,823
0.0% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,709
shares
|
$300,014
0.05% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,708
shares
|
$299,839
0.1% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,688
shares
|
$296,328
0.01% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,672
shares
|
$293,519
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,672
shares
|
$293,519
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,665
shares
|
$292,290
0.04% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,664
shares
|
$292,115
0.05% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
1,663
shares
|
$291,939
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
1,657
shares
|
$290,886
0.05% of portfolio
|
Q1 2025
Added 6.35%
|