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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
439
shares
|
$77,066
0.0% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
426
shares
|
$74,784
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
421
shares
|
$73,906
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
417
shares
|
$73,204
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
414
shares
|
$72,677
0.01% of portfolio
|
Q2 2025
Reduced 87.2%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
413
shares
|
$72,502
0.05% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
409
shares
|
$71,799
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
398
shares
|
$69,868
0.0% of portfolio
|
Q4 2024
Added 131.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
393
shares
|
$68,991
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
391
shares
|
$68,640
0.02% of portfolio
|
Q2 2025
Added 73.01%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
375
shares
|
$65,831
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
375
shares
|
$65,831
0.0% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
375
shares
|
$65,831
0.0% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
350
shares
|
$61,442
0.03% of portfolio
|
Q2 2025
Added 797.44%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
346
shares
|
$60,740
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
340
shares
|
$59,687
0.01% of portfolio
|
Q4 2022
Reduced 50.07%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
338
shares
|
$59,335
0.02% of portfolio
|
Q3 2020
Added 4.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
337
shares
|
$59,160
0.0% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
327
shares
|
$57,404
0.03% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
324
shares
|
$56,878
0.01% of portfolio
|
Q4 2020
Reduced 16.92%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
313
shares
|
$54,947
0.02% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
312
shares
|
$54,771
0.02% of portfolio
|
Q3 2023
Reduced 86.13%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
312
shares
|
$54,771
0.04% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
310
shares
|
$54,420
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
307
shares
|
$53,893
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|