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 1,094 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 $9.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,443
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
15,348
shares
|
$2.54 Million
0.43% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,270
shares
|
$2.53 Million
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,120
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2022
Added 51.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,077
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
15,055
shares
|
$2.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 45.12%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
14,806
shares
|
$2.45 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,779
shares
|
$2.45 Million
0.36% of portfolio
|
Q1 2025
Reduced 29.53%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
14,709
shares
|
$2.44 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.42 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
14,406
shares
|
$2.39 Million
0.05% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
14,387
shares
|
$2.38 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,382
shares
|
$2.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
14,283
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2025
Added 49.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
14,260
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
14,239
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,166
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
14,147
shares
|
$2.34 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,075
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
14,016
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,900
shares
|
$2.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,828
shares
|
$2.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,772
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Added 10.18%
|