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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
75,411
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
75,227
shares
|
$12.1 Million
0.13% of portfolio
|
Q1 2025
Added 40.11%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
74,794
shares
|
$12 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
74,705
shares
|
$12 Million
5.6% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
71,537
shares
|
$11.5 Million
0.09% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
71,011
shares
|
$11.4 Million
0.03% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,747
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
69,037
shares
|
$11.1 Million
0.06% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
68,099
shares
|
$11 Million
0.31% of portfolio
|
Q1 2025
Reduced 47.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
66,871
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
66,813
shares
|
$10.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 86.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
65,289
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
64,423
shares
|
$10.4 Million
4.23% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
64,319
shares
|
$10.4 Million
0.05% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
63,652
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 120.79%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
62,562
shares
|
$10.1 Million
5.74% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
61,632
shares
|
$9.93 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
61,441
shares
|
$9.9 Million
3.06% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,089
shares
|
$9.84 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
60,879
shares
|
$9.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
60,210
shares
|
$9.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
59,679
shares
|
$9.61 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
59,403
shares
|
$9.57 Million
3.22% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
58,817
shares
|
$9.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
58,009
shares
|
$9.34 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.3%
|