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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
650
shares
|
$114,107
0.02% of portfolio
|
Q4 2019
Added 116.72%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
647
shares
|
$113,580
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
636
shares
|
$111,649
0.01% of portfolio
|
Q2 2025
Added 43.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
635
shares
|
$111,474
0.01% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
632
shares
|
$110,947
0.0% of portfolio
|
Q3 2022
Added 121.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
605
shares
|
$106,207
0.03% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
604
shares
|
$106,032
0.03% of portfolio
|
Q2 2025
Reduced 51.45%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$105,330
0.02% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
575
shares
|
$100,941
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
573
shares
|
$100,590
0.01% of portfolio
|
Q2 2024
Added 32.43%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
558
shares
|
$97,956
0.0% of portfolio
|
Q2 2025
Reduced 39.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
533
shares
|
$93,568
0.01% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
525
shares
|
$92,163
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
519
shares
|
$91,110
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
506
shares
|
$88,828
0.01% of portfolio
|
Q2 2025
Added 28.1%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
503
shares
|
$88,301
0.15% of portfolio
|
Q1 2025
Reduced 72.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
498
shares
|
$87,423
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
489
shares
|
$85,843
0.0% of portfolio
|
Q4 2023
Reduced 79.91%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
485
shares
|
$85,141
0.02% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
474
shares
|
$83,210
0.11% of portfolio
|
Q1 2023
Reduced 62.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
471
shares
|
$82,684
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$80,753
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
459
shares
|
$80,577
0.02% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
450
shares
|
$78,997
0.03% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
446
shares
|
$78,295
0.0% of portfolio
|
Q2 2025
Added 891.11%
|