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 |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
25,612
shares
|
$3.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
25,436
shares
|
$3.89 Million
0.05% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
25,070
shares
|
$3.84 Million
0.46% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
25,044
shares
|
$3.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
24,212
shares
|
$3.7 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
24,023
shares
|
$3.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
23,994
shares
|
$3.67 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
23,893
shares
|
$3.66 Million
1.69% of portfolio
|
Q1 2025
Added 29.31%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
23,853
shares
|
$3.65 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
23,265
shares
|
$3.56 Million
0.52% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
23,256
shares
|
$3.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
23,087
shares
|
$3.53 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,791
shares
|
$3.49 Million
1.21% of portfolio
|
Q1 2023
Reduced 27.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
22,651
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
22,269
shares
|
$3.41 Million
2.63% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
21,525
shares
|
$3.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,209
shares
|
$3.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Reinhart Partners, Inc.
|
Apr 11, 2025 Q1 2025 |
20,838
shares
|
$3.19 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
20,703
shares
|
$3.17 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
20,632
shares
|
$3.16 Million
0.05% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
20,626
shares
|
$3.16 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
20,469
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Added 71.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,381
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
20,195
shares
|
$3.09 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
20,182
shares
|
$3.09 Million
0.41% of portfolio
|
Q1 2025
Reduced 22.28%
|