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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$336,996
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,008
shares
|
$336,159
0.13% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$334,820
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
2,000
shares
|
$334,820
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
2,000
shares
|
$334,820
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,996
shares
|
$334,150
0.01% of portfolio
|
Q1 2025
Reduced 18.06%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
1,993
shares
|
$333,648
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,989
shares
|
$332,978
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,985
shares
|
$332,308
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,971
shares
|
$329,965
0.0% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,961
shares
|
$328,291
0.02% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,957
shares
|
$327,621
0.02% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,956
shares
|
$327,453
0.02% of portfolio
|
Q1 2025
Added 56.48%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,951
shares
|
$326,616
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
1,950
shares
|
$326,449
0.19% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
1,948
shares
|
$326,114
0.11% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,945
shares
|
$325,612
0.01% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,942
shares
|
$325,110
0.08% of portfolio
|
Q2 2025
Reduced 74.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,926
shares
|
$322,431
0.01% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,925
shares
|
$322,264
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
1,907
shares
|
$319,250
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,907
shares
|
$319,250
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,904
shares
|
$318,748
0.04% of portfolio
|
Q1 2025
Reduced 30.64%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
1,878
shares
|
$314,395
0.06% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,873
shares
|
$313,558
0.0% of portfolio
|
Q1 2025
Reduced 26.2%
|