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 |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,371
shares
|
$227,229
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,368
shares
|
$226,732
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,357
shares
|
$224,909
0.01% of portfolio
|
Q1 2025
Reduced 29.83%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,357
shares
|
$224,909
0.15% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,350
shares
|
$223,749
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
1,346
shares
|
$223,086
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,335
shares
|
$221,262
0.01% of portfolio
|
Q1 2024
Reduced 32.27%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,331
shares
|
$220,599
0.09% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,331
shares
|
$220,599
0.01% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,325
shares
|
$219,605
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,299
shares
|
$215,296
0.0% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
1,289
shares
|
$213,638
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,281
shares
|
$212,312
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$211,152
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,273
shares
|
$210,987
0.13% of portfolio
|
Q1 2025
Added 27.68%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,263
shares
|
$209,329
0.1% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,244
shares
|
$206,180
0.05% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,234
shares
|
$204,523
0.02% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,220
shares
|
$202,202
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
1,205
shares
|
$199,716
0.0% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,185
shares
|
$196,401
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,163
shares
|
$192,755
0.07% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,152
shares
|
$190,932
0.01% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,151
shares
|
$190,766
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,146
shares
|
$189,938
0.01% of portfolio
|
Q1 2025
Added 0.09%
|