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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
190
shares
|
$33,354
0.01% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
189
shares
|
$33,178
0.0% of portfolio
|
Q2 2025
Reduced 74.8%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
189
shares
|
$33,178
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
187
shares
|
$32,827
0.03% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
185
shares
|
$32,476
0.02% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
182
shares
|
$31,950
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
180
shares
|
$31,599
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
176
shares
|
$30,896
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
175
shares
|
$30,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
172
shares
|
$30,194
0.0% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
171
shares
|
$30,019
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
168
shares
|
$29,492
0.01% of portfolio
|
Q2 2023
Added 0.6%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
165
shares
|
$28,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
163
shares
|
$28,614
0.0% of portfolio
|
Q3 2022
Added 1381.82%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
161
shares
|
$28,263
0.0% of portfolio
|
Q3 2024
Reduced 33.2%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
159
shares
|
$27,912
0.01% of portfolio
|
Q3 2024
Added 67.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
157
shares
|
$27,561
0.01% of portfolio
|
Q2 2025
Reduced 59.01%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
155
shares
|
$27,210
0.0% of portfolio
|
Q2 2023
Reduced 16.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
154
shares
|
$27,034
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
151
shares
|
$26,508
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
151
shares
|
$26,508
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$26,332
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
150
shares
|
$26,332
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
150
shares
|
$26,332
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
150
shares
|
$26,332
0.0% of portfolio
|
Q2 2025
New holding
|