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 1,093 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
10,677
shares
|
$1.79 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
10,479
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 36.18%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
10,449
shares
|
$1.75 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10,429
shares
|
$1.75 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
10,422
shares
|
$1.74 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,328
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
10,132
shares
|
$1.7 Million
0.36% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
10,041
shares
|
$1.68 Million
0.57% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
10,036
shares
|
$1.68 Million
0.58% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
9,987
shares
|
$1.67 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,957
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Added 37.6%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,897
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
9,884
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
9,827
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
9,824
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,780
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,778
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
9,754
shares
|
$1.63 Million
0.21% of portfolio
|
Q2 2025
Added 330.07%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
9,730
shares
|
$1.63 Million
0.89% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,707
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
9,671
shares
|
$1.62 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9,628
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,575
shares
|
$1.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
9,438
shares
|
$1.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
9,357
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.01%
|