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 1,097 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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
58,817
shares
|
$9 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
58,009
shares
|
$8.88 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
58,004
shares
|
$8.88 Million
0.25% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
56,020
shares
|
$8.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
55,070
shares
|
$8.43 Million
0.07% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
55,053
shares
|
$8.42 Million
0.14% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
54,076
shares
|
$8.27 Million
0.01% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
53,813
shares
|
$8.23 Million
0.34% of portfolio
|
Q1 2025
Added 259.38%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
53,307
shares
|
$8.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
51,898
shares
|
$7.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
51,457
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.51%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
51,054
shares
|
$7.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
49,959
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
49,532
shares
|
$7.58 Million
2.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
47,808
shares
|
$7.32 Million
0.33% of portfolio
|
Q1 2025
Added 109.71%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
46,524
shares
|
$7.12 Million
2.34% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
46,425
shares
|
$7.1 Million
0.25% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
46,144
shares
|
$7.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
45,596
shares
|
$6.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
45,567
shares
|
$6.97 Million
3.74% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$6.81 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
44,474
shares
|
$6.8 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
May 15, 2025 Q1 2025 |
43,438
shares
|
$6.65 Million
0.3% of portfolio
|
Q1 2025
Reduced 64.36%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
43,065
shares
|
$6.59 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
42,493
shares
|
$6.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 58.51%
|