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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
23,230
shares
|
$4.08 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
23,087
shares
|
$4.05 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,791
shares
|
$4 Million
1.21% of portfolio
|
Q1 2023
Reduced 27.45%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
22,482
shares
|
$3.95 Million
0.41% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
22,199
shares
|
$3.9 Million
1.18% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
21,756
shares
|
$3.82 Million
1.23% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,467
shares
|
$3.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
21,360
shares
|
$3.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
20,676
shares
|
$3.63 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
20,635
shares
|
$3.62 Million
1.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
20,632
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,381
shares
|
$3.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
20,348
shares
|
$3.57 Million
0.56% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
19,896
shares
|
$3.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
19,815
shares
|
$3.48 Million
0.95% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.45 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
19,186
shares
|
$3.37 Million
0.08% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
18,881
shares
|
$3.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 21.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$3.29 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,506
shares
|
$3.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
18,276
shares
|
$3.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
17,997
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
17,902
shares
|
$3.14 Million
0.55% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Azarias Capital Management, L.P.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
17,897
shares
|
$3.14 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,827
shares
|
$3.13 Million
2.84% of portfolio
|
Q2 2022
Reduced 42.6%
|