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 1,097 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 |
|---|---|---|---|---|---|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
113,214
shares
|
$17.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
107,825
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Added 39.35%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
107,655
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
105,285
shares
|
$16.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
103,254
shares
|
$15.8 Million
0.84% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
100,179
shares
|
$15.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
99,908
shares
|
$15.3 Million
7.98% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
99,236
shares
|
$15.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
99,100
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 72.35%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
97,280
shares
|
$14.9 Million
7.41% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
95,845
shares
|
$14.7 Million
0.59% of portfolio
|
Q1 2025
Added 86.76%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
93,633
shares
|
$14.3 Million
0.31% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
92,331
shares
|
$14.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
90,351
shares
|
$13.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
89,766
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
89,320
shares
|
$13.7 Million
2.27% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
88,517
shares
|
$13.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
87,915
shares
|
$13.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
86,153
shares
|
$13.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
85,862
shares
|
$13.1 Million
0.45% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
85,824
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
83,747
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
83,623
shares
|
$12.8 Million
4.33% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
83,623
shares
|
$12.8 Million
4.46% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
80,325
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.67%
|