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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
42,278
shares
|
$6.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
42,028
shares
|
$6.43 Million
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
41,149
shares
|
$6.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
41,021
shares
|
$6.28 Million
3.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
40,820
shares
|
$6.25 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
40,810
shares
|
$6.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ariel Investments, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,617
shares
|
$6.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
39,299
shares
|
$6.01 Million
1.92% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
39,287
shares
|
$6.01 Million
0.08% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
38,605
shares
|
$5.91 Million
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,808
shares
|
$5.79 Million
0.04% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
37,723
shares
|
$5.77 Million
0.29% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,032
shares
|
$5.67 Million
0.01% of portfolio
|
Q1 2025
Added 133.15%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
May 13, 2025 Q1 2025 |
36,609
shares
|
$5.6 Million
5.62% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
35,263
shares
|
$5.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
34,985
shares
|
$5.35 Million
2.83% of portfolio
|
Q4 2023
Added 9.38%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
34,813
shares
|
$5.33 Million
2.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
34,718
shares
|
$5.31 Million
2.14% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
33,885
shares
|
$5.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
33,834
shares
|
$5.18 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
33,360
shares
|
$5.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 59.37%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
33,097
shares
|
$5.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
32,929
shares
|
$5.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
32,744
shares
|
$5.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
32,691
shares
|
$5 Million
1.04% of portfolio
|
Q3 2024
Added 11.21%
|