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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
32,043
shares
|
$5.16 Million
2.04% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
31,702
shares
|
$5.11 Million
0.77% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$5.05 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
31,350
shares
|
$5.05 Million
1.03% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
31,275
shares
|
$5.04 Million
0.44% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
31,246
shares
|
$5.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
30,976
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 44.03%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
30,585
shares
|
$4.93 Million
0.2% of portfolio
|
Q2 2025
Reduced 36.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
30,163
shares
|
$4.86 Million
0.55% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
30,150
shares
|
$4.86 Million
1.3% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$4.72 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
29,009
shares
|
$4.67 Million
0.14% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
28,786
shares
|
$4.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
28,355
shares
|
$4.57 Million
0.02% of portfolio
|
Q1 2025
Added 51.67%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
28,214
shares
|
$4.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
28,199
shares
|
$4.54 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
28,076
shares
|
$4.52 Million
1.71% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
27,576
shares
|
$4.44 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
27,022
shares
|
$4.35 Million
0.38% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
26,738
shares
|
$4.31 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
26,435
shares
|
$4.26 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$4.23 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,984
shares
|
$4.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
25,612
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
25,436
shares
|
$4.1 Million
0.05% of portfolio
|
Q1 2025
Added 11.08%
|