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 1,098 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 $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
231
shares
|
$35,345
0.01% of portfolio
|
Q4 2022
Added 15.5%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
226
shares
|
$34,580
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
216
shares
|
$33,050
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
216
shares
|
$33,050
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
216
shares
|
$33,050
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
214
shares
|
$32,744
0.0% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
211
shares
|
$32,285
0.01% of portfolio
|
Q1 2025
Added 67.46%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
210
shares
|
$32,132
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
210
shares
|
$32,132
0.01% of portfolio
|
Q4 2024
Added 53.28%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
205
shares
|
$31,367
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
204
shares
|
$31,214
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
200
shares
|
$30,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
198
shares
|
$30,295
0.01% of portfolio
|
Q1 2025
Added 138.55%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
193
shares
|
$29,530
0.02% of portfolio
|
Q1 2022
Reduced 14.22%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
190
shares
|
$29,071
0.01% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
190
shares
|
$29,071
0.01% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
189
shares
|
$28,918
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
187
shares
|
$28,612
0.03% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
185
shares
|
$28,306
0.02% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
182
shares
|
$27,847
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
180
shares
|
$27,541
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
175
shares
|
$26,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
171
shares
|
$26,164
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
168
shares
|
$25,705
0.01% of portfolio
|
Q2 2023
Added 0.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
163
shares
|
$24,940
0.0% of portfolio
|
Q3 2022
Added 1381.82%
|