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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
100
shares
|
$16,574
0.01% of portfolio
|
Q1 2025
Reduced 45.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
98
shares
|
$16,242
0.0% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
97
shares
|
$16,076
0.0% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$15,579
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
89
shares
|
$14,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
88
shares
|
$14,585
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
86
shares
|
$14,253
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$14,087
0.01% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85
shares
|
$14,087
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
84
shares
|
$13,922
0.01% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
78
shares
|
$12,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
76
shares
|
$12,596
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
72
shares
|
$11,933
0.0% of portfolio
|
Q2 2025
Reduced 51.02%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
71
shares
|
$11,767
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
70
shares
|
$11,601
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
70
shares
|
$11,601
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$11,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
67
shares
|
$11,104
0.0% of portfolio
|
Q1 2025
Added 81.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
66
shares
|
$10,938
0.01% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
66
shares
|
$10,938
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
65
shares
|
$10,773
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
64
shares
|
$10,607
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
63
shares
|
$10,441
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
63
shares
|
$10,441
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$9,612
0.01% of portfolio
|
Q3 2023
Reduced 69.79%
|