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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,455
shares
|
$234,327
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
1,453
shares
|
$234,005
0.25% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
1,444
shares
|
$232,556
0.01% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
1,438
shares
|
$231,589
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,438
shares
|
$231,589
0.03% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,436
shares
|
$231,267
0.23% of portfolio
|
Q1 2025
Reduced 49.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,433
shares
|
$230,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
1,433
shares
|
$230,784
0.04% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,430
shares
|
$230,301
0.02% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,421
shares
|
$228,852
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,418
shares
|
$228,368
0.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
1,418
shares
|
$228,368
0.03% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,410
shares
|
$227,080
0.04% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
1,408
shares
|
$226,758
0.01% of portfolio
|
Q1 2025
Reduced 84.81%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,408
shares
|
$226,758
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
1,404
shares
|
$226,114
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
1,400
shares
|
$225,470
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,399
shares
|
$225,308
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
1,375
shares
|
$221,443
0.02% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
1,375
shares
|
$221,443
0.06% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,371
shares
|
$220,799
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,368
shares
|
$220,316
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,357
shares
|
$218,544
0.01% of portfolio
|
Q1 2025
Reduced 29.83%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,357
shares
|
$218,544
0.15% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,350
shares
|
$217,417
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|