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 |
|---|---|---|---|---|---|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
302
shares
|
$53,016
0.02% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$52,665
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
300
shares
|
$52,665
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
298
shares
|
$52,313
0.01% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
295
shares
|
$51,787
0.0% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
280
shares
|
$49,154
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
278
shares
|
$48,802
0.0% of portfolio
|
Q3 2020
Reduced 78.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
276
shares
|
$48,451
0.01% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
275
shares
|
$48,276
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
275
shares
|
$48,276
0.04% of portfolio
|
Q1 2025
Added 133.05%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
273
shares
|
$47,925
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
245
shares
|
$43,009
0.03% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
235
shares
|
$41,254
0.0% of portfolio
|
Q1 2025
Reduced 68.83%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
233
shares
|
$40,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
231
shares
|
$40,552
0.01% of portfolio
|
Q4 2022
Added 15.5%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
216
shares
|
$37,918
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
216
shares
|
$37,918
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
213
shares
|
$37,392
0.02% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
211
shares
|
$37,041
0.01% of portfolio
|
Q1 2025
Added 67.46%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
209
shares
|
$36,689
0.0% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
205
shares
|
$35,987
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
204
shares
|
$35,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
200
shares
|
$35,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
193
shares
|
$33,881
0.02% of portfolio
|
Q1 2022
Reduced 14.22%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
190
shares
|
$33,354
0.01% of portfolio
|
Q3 2024
Added 375.0%
|