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 1,092 institutions that hold shares in the stock, with a total of 59.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,111
shares
|
$178,926
0.04% of portfolio
|
Q4 2023
Added 2122.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,100
shares
|
$177,155
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,096
shares
|
$176,510
0.16% of portfolio
|
Q1 2025
Reduced 23.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,064
shares
|
$171,357
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,055
shares
|
$169,907
0.15% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,044
shares
|
$168,136
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,043
shares
|
$167,975
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,039
shares
|
$167,330
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,037
shares
|
$167,008
0.01% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,002
shares
|
$161,372
0.0% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
994
shares
|
$160,083
0.02% of portfolio
|
Q2 2024
Added 98.8%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
939
shares
|
$151,225
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
938
shares
|
$151,064
0.03% of portfolio
|
Q1 2025
Added 150.13%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
925
shares
|
$148,971
0.01% of portfolio
|
Q2 2024
Reduced 25.16%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
905
shares
|
$145,750
0.03% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
904
shares
|
$145,589
0.03% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
856
shares
|
$137,858
0.02% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
855
shares
|
$137,697
0.1% of portfolio
|
Q1 2025
Reduced 66.63%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
826
shares
|
$133,027
0.04% of portfolio
|
Q1 2023
Reduced 4.84%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
823
shares
|
$132,544
0.03% of portfolio
|
Q1 2025
Added 57.36%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
818
shares
|
$131,738
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
811
shares
|
$130,611
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
810
shares
|
$130,450
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
807
shares
|
$129,967
0.01% of portfolio
|
Q4 2024
Reduced 67.22%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
793
shares
|
$127,712
0.01% of portfolio
|
Q3 2024
Added 13.12%
|