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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,501
shares
|
$263,500
0.11% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$263,325
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$263,325
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$263,325
0.0% of portfolio
|
Q2 2025
Reduced 98.49%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,496
shares
|
$262,622
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,496
shares
|
$262,622
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,495
shares
|
$262,447
0.01% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
1,495
shares
|
$262,447
0.03% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,494
shares
|
$262,271
0.01% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,484
shares
|
$260,516
0.03% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,465
shares
|
$257,180
0.03% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,455
shares
|
$255,425
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
1,447
shares
|
$254,020
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
1,438
shares
|
$252,440
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,436
shares
|
$252,089
0.23% of portfolio
|
Q1 2025
Reduced 49.13%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,435
shares
|
$251,914
0.08% of portfolio
|
Q4 2024
Added 218.89%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,433
shares
|
$251,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
1,431
shares
|
$251,212
0.04% of portfolio
|
Q2 2025
Reduced 48.17%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,430
shares
|
$251,036
0.02% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
1,424
shares
|
$249,983
0.07% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,421
shares
|
$249,456
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,418
shares
|
$248,929
0.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,418
shares
|
$248,929
0.03% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,410
shares
|
$247,525
0.04% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,408
shares
|
$247,174
0.02% of portfolio
|
Q4 2023
New holding
|