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 |
|---|---|---|---|---|---|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,407
shares
|
$246,998
0.04% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
1,404
shares
|
$246,472
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,400
shares
|
$245,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,399
shares
|
$245,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
1,399
shares
|
$245,594
0.04% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
1,381
shares
|
$242,434
0.14% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,375
shares
|
$241,381
0.02% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,373
shares
|
$241,030
0.0% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,368
shares
|
$240,152
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,366
shares
|
$239,801
0.06% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,357
shares
|
$238,221
0.15% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,350
shares
|
$236,992
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,335
shares
|
$234,359
0.01% of portfolio
|
Q1 2024
Reduced 32.27%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,333
shares
|
$234,008
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,331
shares
|
$233,657
0.09% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,325
shares
|
$232,603
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$230,321
0.0% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
1,311
shares
|
$230,146
0.0% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,303
shares
|
$228,741
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
1,300
shares
|
$228,215
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,299
shares
|
$228,039
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,298
shares
|
$227,863
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,296
shares
|
$227,512
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
1,289
shares
|
$226,283
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
1,283
shares
|
$225,230
0.05% of portfolio
|
Q2 2025
New holding
|