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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
50
shares
|
$8,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
47
shares
|
$8,250
0.0% of portfolio
|
Q2 2024
Added 46.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
45
shares
|
$7,899
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
45
shares
|
$7,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
45
shares
|
$7,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
44
shares
|
$7,724
0.01% of portfolio
|
Q2 2025
Reduced 95.99%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
43
shares
|
$7,548
0.0% of portfolio
|
Q1 2025
Reduced 40.28%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
42
shares
|
$7,373
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$7,022
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
40
shares
|
$7,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
40
shares
|
$7,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
37
shares
|
$6,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
37
shares
|
$6,495
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
37
shares
|
$6,495
0.0% of portfolio
|
Q2 2025
Reduced 44.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
37
shares
|
$6,495
0.0% of portfolio
|
Q2 2025
Added 825.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$6,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
35
shares
|
$6,144
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
35
shares
|
$6,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$5,968
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
34
shares
|
$5,968
0.0% of portfolio
|
Q3 2024
Reduced 91.58%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$5,442
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
31
shares
|
$5,442
0.0% of portfolio
|
Q2 2023
Added 121.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
31
shares
|
$5,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
30
shares
|
$5,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
30
shares
|
$5,266
0.0% of portfolio
|
Q2 2025
New holding
|