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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
109,152
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
105,009
shares
|
$18.4 Million
0.78% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
102,853
shares
|
$18.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
99,447
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
97,860
shares
|
$17.2 Million
0.57% of portfolio
|
Q2 2025
Added 81.85%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
96,361
shares
|
$16.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
95,946
shares
|
$16.8 Million
7.55% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
94,188
shares
|
$16.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
90,630
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
90,168
shares
|
$15.8 Million
0.1% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
89,320
shares
|
$15.7 Million
2.27% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
87,826
shares
|
$15.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
87,760
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
86,281
shares
|
$15.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
84,961
shares
|
$14.9 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
83,865
shares
|
$14.7 Million
0.01% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
83,623
shares
|
$14.7 Million
4.33% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
83,623
shares
|
$14.7 Million
4.46% of portfolio
|
Q4 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
81,140
shares
|
$14.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
81,121
shares
|
$14.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
81,035
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
78,412
shares
|
$13.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
77,696
shares
|
$13.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
75,055
shares
|
$13.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
74,917
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.0%
|