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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$5,266
0.0% of portfolio
|
Q1 2025
Reduced 46.43%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
28
shares
|
$4,915
0.0% of portfolio
|
Q1 2025
Reduced 62.67%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
27
shares
|
$4,739
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$4,564
0.0% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
25
shares
|
$4,388
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
25
shares
|
$4,388
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
25
shares
|
$4,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
21
shares
|
$3,686
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
19
shares
|
$3,335
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
17
shares
|
$2,984
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
16
shares
|
$2,808
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
16
shares
|
$2,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
16
shares
|
$2,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$2,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
13
shares
|
$2,282
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
12
shares
|
$2,106
0.0% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,931
0.0% of portfolio
|
Q2 2025
Reduced 94.76%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,931
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
11
shares
|
$1,931
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
10
shares
|
$1,755
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
7
shares
|
$1,228
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$877
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
5
shares
|
$877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
4
shares
|
$702
0.0% of portfolio
|
Q1 2024
Reduced 96.88%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
4
shares
|
$702
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|