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 |
|---|---|---|---|---|---|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
29,867
shares
|
$5.24 Million
0.07% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
29,807
shares
|
$5.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$5.14 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
29,241
shares
|
$5.13 Million
0.13% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
28,653
shares
|
$5.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
28,475
shares
|
$5 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.99%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
28,319
shares
|
$4.97 Million
0.82% of portfolio
|
Q2 2025
Added 40.32%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
28,076
shares
|
$4.93 Million
1.71% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
27,468
shares
|
$4.82 Million
3.02% of portfolio
|
Q2 2025
Added 23.35%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
27,174
shares
|
$4.77 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
26,855
shares
|
$4.71 Million
0.02% of portfolio
|
Q2 2025
Added 90.8%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$4.61 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
25,612
shares
|
$4.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,535
shares
|
$4.48 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
25,533
shares
|
$4.48 Million
0.98% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
25,380
shares
|
$4.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
25,150
shares
|
$4.42 Million
1.45% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
25,080
shares
|
$4.4 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
24,619
shares
|
$4.32 Million
1.34% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
24,604
shares
|
$4.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
23,825
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 52.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
23,764
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
23,637
shares
|
$4.15 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,635
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
23,490
shares
|
$4.12 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.1%
|