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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,688
shares
|
$271,852
0.01% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
1,677
shares
|
$270,080
0.06% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,672
shares
|
$269,275
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,672
shares
|
$269,275
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,665
shares
|
$268,148
0.04% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,664
shares
|
$267,987
0.05% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
1,659
shares
|
$267,181
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,657
shares
|
$266,859
0.05% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
1,648
shares
|
$265,410
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,646
shares
|
$265,088
0.04% of portfolio
|
Q1 2023
Reduced 2.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,642
shares
|
$264,444
0.09% of portfolio
|
Q4 2023
Reduced 15.62%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,625
shares
|
$261,706
0.01% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,624
shares
|
$261,545
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,621
shares
|
$261,062
0.13% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,617
shares
|
$260,417
0.03% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,614
shares
|
$259,934
0.05% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
1,611
shares
|
$259,451
0.16% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
1,610
shares
|
$259,290
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
1,600
shares
|
$257,680
0.0% of portfolio
|
Q1 2025
Reduced 74.06%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,599
shares
|
$257,518
0.02% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,584
shares
|
$255,103
0.0% of portfolio
|
Q1 2025
Reduced 66.21%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,577
shares
|
$253,975
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,574
shares
|
$253,492
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,572
shares
|
$253,170
0.02% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$253,170
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|