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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,577
shares
|
$261,371
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,574
shares
|
$260,874
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,572
shares
|
$260,543
0.02% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$260,543
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,570
shares
|
$260,211
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,566
shares
|
$259,548
0.08% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
1,566
shares
|
$259,548
0.03% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
1,561
shares
|
$258,720
0.23% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,560
shares
|
$258,554
0.04% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,560
shares
|
$258,554
0.17% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,556
shares
|
$257,891
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
1,555
shares
|
$257,725
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,553
shares
|
$257,394
0.04% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,543
shares
|
$255,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
1,537
shares
|
$254,742
0.02% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,536
shares
|
$254,576
0.05% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,509
shares
|
$250,101
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,509
shares
|
$250,101
0.09% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
1,508
shares
|
$249,935
0.02% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,501
shares
|
$248,775
0.11% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$248,610
0.01% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,496
shares
|
$247,947
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,496
shares
|
$247,947
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
1,495
shares
|
$247,781
0.01% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
1,495
shares
|
$247,781
0.03% of portfolio
|
Q4 2024
Reduced 4.53%
|