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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85
shares
|
$14,921
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
84
shares
|
$14,746
0.01% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
78
shares
|
$13,692
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
78
shares
|
$13,692
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
76
shares
|
$13,341
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
72
shares
|
$12,639
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
71
shares
|
$12,464
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
70
shares
|
$12,288
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
70
shares
|
$12,288
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$11,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
66
shares
|
$11,586
0.01% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
66
shares
|
$11,586
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
65
shares
|
$11,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
64
shares
|
$11,235
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
63
shares
|
$11,059
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
60
shares
|
$10,533
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$10,181
0.01% of portfolio
|
Q3 2023
Reduced 69.79%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
57
shares
|
$10,006
0.0% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
57
shares
|
$10,006
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
57
shares
|
$10,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
57
shares
|
$10,006
0.0% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
56
shares
|
$9,830
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
55
shares
|
$9,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
54
shares
|
$9,479
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
53
shares
|
$9,304
0.0% of portfolio
|
Q2 2025
New holding
|