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 1,092 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 $9.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
31
shares
|
$4,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$4,831
0.0% of portfolio
|
Q1 2025
Reduced 46.43%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
29
shares
|
$4,670
0.0% of portfolio
|
Q4 2022
Reduced 88.72%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
28
shares
|
$4,509
0.0% of portfolio
|
Q1 2025
Reduced 62.67%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
27
shares
|
$4,348
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$4,187
0.0% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
25
shares
|
$4,026
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
25
shares
|
$4,026
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
25
shares
|
$4,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
21
shares
|
$3,382
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
19
shares
|
$3,059
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
17
shares
|
$2,737
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
16
shares
|
$2,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
16
shares
|
$2,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
14
shares
|
$2,254
0.0% of portfolio
|
Q4 2024
Reduced 80.28%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
13
shares
|
$2,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
13
shares
|
$2,093
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
12
shares
|
$1,932
0.0% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,771
0.0% of portfolio
|
Q2 2025
Reduced 94.76%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,771
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
10
shares
|
$1,610
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
9
shares
|
$1,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
7
shares
|
$1,127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$805
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
5
shares
|
$805
0.0% of portfolio
|
Q4 2022
New holding
|