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 |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,362
shares
|
$1.07 Million
0.58% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
6,358
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,322
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.6%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,320
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,319
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
6,306
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,291
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
6,264
shares
|
$1.05 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,234
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,180
shares
|
$1.03 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
6,145
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 76.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
6,134
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,125
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
6,112
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
6,086
shares
|
$1.02 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
6,036
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
6,000
shares
|
$1 Million
0.59% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$1 Million
2.22% of portfolio
|
Q4 2021
New holding
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,951
shares
|
$996,256
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,915
shares
|
$990,230
0.04% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,870
shares
|
$982,696
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
5,846
shares
|
$978,678
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
5,785
shares
|
$968,466
0.06% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,772
shares
|
$966,290
0.02% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,715
shares
|
$956,748
0.16% of portfolio
|
Q2 2025
Reduced 0.95%
|