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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
1,650
shares
|
$289,657
0.01% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,646
shares
|
$288,955
0.04% of portfolio
|
Q1 2023
Reduced 2.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
1,629
shares
|
$285,970
0.08% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,624
shares
|
$285,093
0.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,621
shares
|
$284,566
0.13% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
1,614
shares
|
$283,337
0.13% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,614
shares
|
$283,337
0.05% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
1,611
shares
|
$282,811
0.17% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
1,578
shares
|
$277,017
0.05% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,577
shares
|
$276,842
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,574
shares
|
$276,315
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
1,572
shares
|
$275,964
0.01% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,572
shares
|
$275,964
0.02% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$275,964
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,566
shares
|
$274,911
0.08% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,560
shares
|
$273,858
0.04% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
1,560
shares
|
$273,858
0.17% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,556
shares
|
$273,155
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
1,555
shares
|
$272,980
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
1,547
shares
|
$271,575
0.01% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,542
shares
|
$270,698
0.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,535
shares
|
$269,469
0.09% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
1,528
shares
|
$268,240
0.02% of portfolio
|
Q2 2025
Reduced 75.05%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,526
shares
|
$267,889
0.02% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,509
shares
|
$264,904
0.09% of portfolio
|
Q4 2023
Added 0.53%
|