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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
38,480
shares
|
$6.76 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,808
shares
|
$6.64 Million
0.04% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
37,553
shares
|
$6.59 Million
2.12% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
37,045
shares
|
$6.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
36,797
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.06%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
36,528
shares
|
$6.41 Million
1.98% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
36,227
shares
|
$6.36 Million
5.5% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
35,890
shares
|
$6.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
34,847
shares
|
$6.12 Million
0.02% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
34,285
shares
|
$6.02 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
33,398
shares
|
$5.86 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
33,358
shares
|
$5.86 Million
1.37% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
33,233
shares
|
$5.83 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
32,691
shares
|
$5.74 Million
1.04% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
32,568
shares
|
$5.72 Million
1.61% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
32,257
shares
|
$5.66 Million
0.01% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$5.51 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
31,275
shares
|
$5.49 Million
0.44% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
31,246
shares
|
$5.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
31,083
shares
|
$5.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
31,032
shares
|
$5.45 Million
0.49% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
30,585
shares
|
$5.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 36.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
30,276
shares
|
$5.31 Million
0.52% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
30,150
shares
|
$5.29 Million
1.3% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
29,888
shares
|
$5.25 Million
4.43% of portfolio
|
Q2 2025
New holding
|