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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
53,582
shares
|
$9.41 Million
0.06% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
53,192
shares
|
$9.34 Million
0.12% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
52,970
shares
|
$9.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
52,499
shares
|
$9.22 Million
2.5% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
51,656
shares
|
$9.07 Million
2.08% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
51,054
shares
|
$8.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
50,481
shares
|
$8.86 Million
0.31% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
50,027
shares
|
$8.78 Million
0.04% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
49,942
shares
|
$8.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.68%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
49,746
shares
|
$8.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
46,768
shares
|
$8.21 Million
0.01% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
45,750
shares
|
$8.03 Million
2.2% of portfolio
|
Q2 2025
Reduced 25.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
45,567
shares
|
$8 Million
0.04% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
45,363
shares
|
$7.96 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
45,362
shares
|
$7.96 Million
3.56% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$7.82 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
44,474
shares
|
$7.81 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
43,650
shares
|
$7.66 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
42,813
shares
|
$7.52 Million
0.3% of portfolio
|
Q2 2025
Reduced 29.92%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
42,783
shares
|
$7.51 Million
3.01% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
42,409
shares
|
$7.44 Million
0.05% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
40,861
shares
|
$7.17 Million
0.04% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
39,682
shares
|
$6.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
38,821
shares
|
$6.82 Million
0.12% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
38,721
shares
|
$6.8 Million
0.52% of portfolio
|
Q2 2025
Added 43.29%
|