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 |
|---|---|---|---|---|---|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
74,794
shares
|
$13.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
73,280
shares
|
$12.9 Million
5.44% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
69,138
shares
|
$12.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
67,245
shares
|
$11.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
66,666
shares
|
$11.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
65,289
shares
|
$11.5 Million
0.13% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
64,045
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
62,737
shares
|
$11 Million
3.95% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
62,562
shares
|
$11 Million
5.74% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
62,532
shares
|
$11 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
61,632
shares
|
$10.8 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
60,935
shares
|
$10.7 Million
0.1% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
60,646
shares
|
$10.6 Million
3.16% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
60,357
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
60,210
shares
|
$10.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
60,076
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
59,679
shares
|
$10.5 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
57,861
shares
|
$10.2 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
57,835
shares
|
$10.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
57,256
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
55,949
shares
|
$9.82 Million
0.03% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
55,857
shares
|
$9.81 Million
0.01% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
54,895
shares
|
$9.64 Million
0.25% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
54,450
shares
|
$9.56 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
53,975
shares
|
$9.48 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.96%
|