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 1,118 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,717,220
shares
|
$973 Million
0.09% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,483,192
shares
|
$794 Million
0.06% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,737,898
shares
|
$396 Million
1.36% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,729,738
shares
|
$395 Million
0.43% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$362 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,088,938
shares
|
$302 Million
0.11% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
1,234,460
shares
|
$179 Million
1.86% of portfolio
|
Q1 2025
Added 2207.19%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
1,232,534
shares
|
$178 Million
3.02% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,219,525
shares
|
$177 Million
0.14% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,134,640
shares
|
$164 Million
1.41% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,121,580
shares
|
$162 Million
0.03% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,049,237
shares
|
$152 Million
0.59% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,019,206
shares
|
$148 Million
0.04% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
994,993
shares
|
$144 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
963,573
shares
|
$140 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
920,007
shares
|
$133 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
829,076
shares
|
$120 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
679,484
shares
|
$98.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
619,500
shares
|
$89.7 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
612,313
shares
|
$88.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
608,076
shares
|
$88 Million
2.59% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
594,012
shares
|
$86 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
535,177
shares
|
$77.5 Million
0.02% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
501,457
shares
|
$72.6 Million
8.49% of portfolio
|
Q1 2025
Added 40.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$69 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|