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 1,098 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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
100
shares
|
$15,301
0.0% of portfolio
|
Q4 2023
Reduced 35.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
100
shares
|
$15,301
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
100
shares
|
$15,301
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$15,301
0.01% of portfolio
|
Q1 2025
Reduced 45.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
98
shares
|
$14,994
0.0% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$14,382
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
89
shares
|
$13,617
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
88
shares
|
$13,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
85
shares
|
$13,005
0.0% of portfolio
|
Q1 2025
Reduced 40.97%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$13,005
0.01% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
85
shares
|
$13,005
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
84
shares
|
$12,852
0.01% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
78
shares
|
$11,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
76
shares
|
$11,628
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
71
shares
|
$10,863
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
70
shares
|
$10,710
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
70
shares
|
$10,710
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$10,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
67
shares
|
$10,251
0.0% of portfolio
|
Q1 2025
Added 81.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
66
shares
|
$10,098
0.01% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
66
shares
|
$10,098
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
65
shares
|
$9,945
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
64
shares
|
$9,792
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
63
shares
|
$9,639
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
63
shares
|
$9,639
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|