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 1,096 institutions that hold shares in the stock, with a total of 59.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
8,401
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,360
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8,310
shares
|
$1.39 Million
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,280
shares
|
$1.39 Million
0.17% of portfolio
|
Q1 2025
Added 53.9%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
8,280
shares
|
$1.39 Million
1.25% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,277
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 90.1%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
8,224
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
8,216
shares
|
$1.38 Million
0.48% of portfolio
|
Q1 2025
Added 43.99%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
8,185
shares
|
$1.37 Million
0.69% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
8,148
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
8,148
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
8,070
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 59.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,010
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
7,973
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,928
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.79%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
7,882
shares
|
$1.32 Million
0.86% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
7,711
shares
|
$1.29 Million
0.69% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,673
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
7,590
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
7,555
shares
|
$1.26 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,535
shares
|
$1.26 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,518
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
7,492
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
7,477
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
7,411
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.46%
|