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 |
|---|---|---|---|---|---|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
7,400
shares
|
$1.24 Million
0.75% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7,291
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,272
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
7,206
shares
|
$1.21 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
7,170
shares
|
$1.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
7,125
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2021
Reduced 0.07%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
7,111
shares
|
$1.19 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
7,024
shares
|
$1.18 Million
0.59% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
7,015
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
6,850
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
6,834
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,824
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
6,767
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
6,745
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
6,682
shares
|
$1.12 Million
0.54% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
May 15, 2025 Q1 2025 |
6,678
shares
|
$1.12 Million
0.78% of portfolio
|
Q2 2024
Closed
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,635
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,585
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 52.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,583
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,510
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,444
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,427
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
6,407
shares
|
$1.07 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.69%
|