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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,281
shares
|
$224,879
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$223,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
1,271
shares
|
$223,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
1,270
shares
|
$222,948
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,263
shares
|
$221,719
0.1% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,234
shares
|
$216,628
0.02% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
1,195
shares
|
$209,782
0.08% of portfolio
|
Q2 2025
Added 59650.0%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,168
shares
|
$205,042
0.01% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,163
shares
|
$204,164
0.07% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,151
shares
|
$202,058
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,137
shares
|
$199,600
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,108
shares
|
$194,509
0.0% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$193,105
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,087
shares
|
$190,822
0.0% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,068
shares
|
$187,487
0.11% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,064
shares
|
$186,785
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,061
shares
|
$186,258
0.04% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1,044
shares
|
$183,274
0.08% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,043
shares
|
$183,098
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,037
shares
|
$182,045
0.01% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
994
shares
|
$174,496
0.02% of portfolio
|
Q2 2024
Added 98.8%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
948
shares
|
$166,421
0.13% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
946
shares
|
$166,070
0.03% of portfolio
|
Q2 2025
Added 292.53%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
940
shares
|
$165,017
0.03% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
939
shares
|
$164,841
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|