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 1,094 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 $9.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
509
shares
|
$84,361
0.0% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
506
shares
|
$83,864
0.01% of portfolio
|
Q2 2025
Added 28.1%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
503
shares
|
$83,367
0.15% of portfolio
|
Q1 2025
Reduced 72.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
496
shares
|
$82,207
0.06% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
489
shares
|
$81,046
0.0% of portfolio
|
Q4 2023
Reduced 79.91%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
479
shares
|
$79,389
0.01% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
474
shares
|
$78,560
0.09% of portfolio
|
Q1 2023
Reduced 62.71%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
471
shares
|
$78,063
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$76,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
459
shares
|
$76,074
0.02% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
450
shares
|
$74,583
0.03% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
442
shares
|
$73,257
0.01% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
439
shares
|
$72,759
0.0% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
417
shares
|
$69,113
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
414
shares
|
$68,616
0.01% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
413
shares
|
$68,450
0.05% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
409
shares
|
$67,787
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
398
shares
|
$65,964
0.0% of portfolio
|
Q4 2024
Added 131.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
392
shares
|
$64,970
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
391
shares
|
$64,804
0.01% of portfolio
|
Q1 2025
Reduced 48.01%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
383
shares
|
$63,478
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
375
shares
|
$62,152
0.0% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
346
shares
|
$57,346
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
340
shares
|
$56,351
0.01% of portfolio
|
Q4 2022
Reduced 50.07%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
338
shares
|
$56,020
0.02% of portfolio
|
Q3 2020
Added 4.32%
|