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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
758
shares
|
$126,896
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
756
shares
|
$126,561
0.07% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
754
shares
|
$126,227
0.02% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
725
shares
|
$121,372
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
720
shares
|
$120,535
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
717
shares
|
$120,032
0.02% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
713
shares
|
$119,363
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
709
shares
|
$118,693
0.01% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
685
shares
|
$114,675
0.0% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
685
shares
|
$114,675
0.05% of portfolio
|
Q3 2024
Reduced 34.7%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
660
shares
|
$110,490
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
659
shares
|
$110,323
0.01% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
658
shares
|
$110,155
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
657
shares
|
$109,988
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
655
shares
|
$109,653
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
650
shares
|
$108,816
0.02% of portfolio
|
Q4 2019
Added 116.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
632
shares
|
$105,803
0.0% of portfolio
|
Q3 2022
Added 121.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
605
shares
|
$101,283
0.03% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
600
shares
|
$100,446
0.03% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
585
shares
|
$97,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
575
shares
|
$96,260
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
573
shares
|
$95,925
0.01% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
533
shares
|
$89,229
0.01% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
509
shares
|
$85,211
0.0% of portfolio
|
Q3 2023
Reduced 11.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
506
shares
|
$84,709
0.01% of portfolio
|
Q2 2025
Added 28.1%
|