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 |
|---|---|---|---|---|---|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
938
shares
|
$164,665
0.03% of portfolio
|
Q1 2025
Added 150.13%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
925
shares
|
$162,383
0.01% of portfolio
|
Q2 2024
Reduced 25.16%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
925
shares
|
$162,383
0.04% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
908
shares
|
$159,399
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
894
shares
|
$156,941
0.01% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
891
shares
|
$156,415
0.01% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
856
shares
|
$150,270
0.02% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
855
shares
|
$150,095
0.11% of portfolio
|
Q1 2025
Reduced 66.63%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
823
shares
|
$144,477
0.02% of portfolio
|
Q1 2025
Added 57.36%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
811
shares
|
$142,371
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
810
shares
|
$142,195
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
807
shares
|
$141,668
0.01% of portfolio
|
Q4 2024
Reduced 67.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
772
shares
|
$135,524
0.02% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
758
shares
|
$133,066
0.01% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
758
shares
|
$133,066
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
756
shares
|
$132,715
0.07% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
754
shares
|
$132,364
0.02% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
725
shares
|
$127,273
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
720
shares
|
$126,396
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
713
shares
|
$125,167
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
685
shares
|
$120,251
0.0% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
685
shares
|
$120,251
0.05% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
659
shares
|
$115,687
0.01% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
658
shares
|
$115,511
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
655
shares
|
$114,985
0.08% of portfolio
|
Q4 2024
New holding
|