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 |
---|---|---|---|---|---|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
337
shares
|
$55,854
0.0% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
335
shares
|
$55,522
0.02% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
334
shares
|
$55,357
0.01% of portfolio
|
Q1 2025
Reduced 46.73%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
325
shares
|
$53,865
0.05% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
324
shares
|
$53,699
0.01% of portfolio
|
Q4 2020
Reduced 16.92%
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
313
shares
|
$51,876
0.02% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
312
shares
|
$51,710
0.02% of portfolio
|
Q3 2023
Reduced 86.13%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
310
shares
|
$51,379
0.02% of portfolio
|
Q4 2022
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
307
shares
|
$50,882
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$49,722
0.03% of portfolio
|
Q3 2024
New holding
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
300
shares
|
$49,722
0.04% of portfolio
|
Q4 2024
New holding
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
298
shares
|
$49,390
0.01% of portfolio
|
Q1 2025
Added 13.31%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
295
shares
|
$48,893
0.0% of portfolio
|
Q4 2022
Added 0.34%
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
280
shares
|
$46,407
0.03% of portfolio
|
Q4 2024
New holding
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
278
shares
|
$46,075
0.0% of portfolio
|
Q3 2020
Reduced 78.37%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
276
shares
|
$45,744
0.01% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
275
shares
|
$45,578
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
275
shares
|
$45,578
0.04% of portfolio
|
Q1 2025
Added 133.05%
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
273
shares
|
$45,247
0.02% of portfolio
|
Q3 2023
New holding
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
257
shares
|
$42,595
0.03% of portfolio
|
Q1 2025
New holding
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
245
shares
|
$40,606
0.03% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
241
shares
|
$39,943
0.01% of portfolio
|
Q1 2024
Added 75.91%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
235
shares
|
$38,948
0.0% of portfolio
|
Q1 2025
Reduced 68.83%
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
231
shares
|
$38,285
0.01% of portfolio
|
Q4 2022
Added 15.5%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
226
shares
|
$37,457
0.01% of portfolio
|
Q1 2025
Added 0.44%
|