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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
150
shares
|
$26,332
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
145
shares
|
$25,454
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
145
shares
|
$25,454
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
139
shares
|
$24,401
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
137
shares
|
$24,050
0.01% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
137
shares
|
$24,050
0.0% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
131
shares
|
$22,997
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
130
shares
|
$22,821
0.01% of portfolio
|
Q1 2019
Reduced 8.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
119
shares
|
$20,890
0.0% of portfolio
|
Q2 2025
Reduced 79.66%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
115
shares
|
$20,188
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
113
shares
|
$19,837
0.01% of portfolio
|
Q1 2025
Added 79.37%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
107
shares
|
$18,783
0.01% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
107
shares
|
$18,783
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
102
shares
|
$17,906
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
100
shares
|
$17,555
0.0% of portfolio
|
Q4 2023
Reduced 35.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100
shares
|
$17,555
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
100
shares
|
$17,555
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
100
shares
|
$17,555
0.01% of portfolio
|
Q1 2025
Reduced 45.36%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
97
shares
|
$17,028
0.0% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$16,501
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
91
shares
|
$15,975
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
89
shares
|
$15,623
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
88
shares
|
$15,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
86
shares
|
$15,097
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
85
shares
|
$14,921
0.01% of portfolio
|
Q3 2024
Reduced 46.88%
|