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 1,094 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 $9.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
158
shares
|
$26,186
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
155
shares
|
$25,689
0.0% of portfolio
|
Q2 2023
Reduced 16.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
154
shares
|
$25,523
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
151
shares
|
$25,026
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
151
shares
|
$25,026
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$24,861
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
150
shares
|
$24,861
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
150
shares
|
$24,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
150
shares
|
$24,861
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
150
shares
|
$24,861
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
145
shares
|
$24,032
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
145
shares
|
$24,032
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
139
shares
|
$23,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
137
shares
|
$22,706
0.01% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
131
shares
|
$21,711
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
130
shares
|
$21,546
0.01% of portfolio
|
Q1 2019
Reduced 8.45%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
115
shares
|
$19,060
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
113
shares
|
$18,728
0.01% of portfolio
|
Q1 2025
Added 79.37%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
107
shares
|
$17,734
0.01% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
107
shares
|
$17,734
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
102
shares
|
$16,905
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
100
shares
|
$16,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
100
shares
|
$16,574
0.0% of portfolio
|
Q4 2023
Reduced 35.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100
shares
|
$16,574
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
100
shares
|
$16,574
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|