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 1,088 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,331,658
shares
|
$1.02 Billion
0.08% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,055,820
shares
|
$814 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,672,631
shares
|
$430 Million
1.11% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$402 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,402,269
shares
|
$387 Million
5.06% of portfolio
|
Q1 2025
Added 94.9%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,217,882
shares
|
$357 Million
0.27% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,043,754
shares
|
$329 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
1,290,410
shares
|
$208 Million
1.97% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,184,451
shares
|
$191 Million
1.35% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,123,339
shares
|
$181 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,080,901
shares
|
$174 Million
0.03% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,068,747
shares
|
$172 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,012,549
shares
|
$163 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,003,975
shares
|
$162 Million
0.06% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
941,550
shares
|
$152 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
905,799
shares
|
$146 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
794,473
shares
|
$128 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
707,190
shares
|
$114 Million
0.02% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
616,743
shares
|
$99.3 Million
2.44% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
599,286
shares
|
$96.5 Million
10.13% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
559,205
shares
|
$90.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
545,714
shares
|
$87.9 Million
0.02% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
525,134
shares
|
$84.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
512,305
shares
|
$82.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$76.8 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|