Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy IWN Stock  Free IWN Stock Alerts

iShares Russell 2000 Value ETF (IWN) Institutional Ownership

iShares Russell 2000 Value ETF logo
$139.26 -0.07 (-0.05%)
As of 01:06 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Number of
Institutional Buyers
(last 12 months)
541
Total
Institutional Inflows
(last 12 months)
$2.36B
Number of
Institutional Sellers
(last 12 months)
422
Total
Institutional Outflows
(last 12 months)
$869.77M
Get IWN Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell 2000 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IWN Institutional Buying and Selling by Quarter

Remove Ads

iShares Russell 2000 Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Legacy Trust3,666$553K0.1%+6.8%0.005%
4/15/2025GPS Wealth Strategies Group LLC717$108K0.0%+15.1%0.001%
4/15/2025Fifth Third Bancorp90,351$13.64M0.1%-6.1%0.122%
4/15/2025Capital Advisors Ltd. LLC602$91K0.0%-14.2%0.001%
4/15/2025Stephens Group Asset Management LLC267,797$40.43M3.3%+20.7%0.363%
4/15/2025Thompson Investment Management Inc.754$114K0.0%-37.1%0.001%
4/15/2025McKinley Carter Wealth Services Inc.4,080$616K0.0%-4.9%0.006%
4/15/2025Transform Wealth LLC3,386$511K0.0%-25.7%0.005%
4/15/2025MV Capital Management Inc.10,429$1.58M0.2%-12.4%0.014%
4/15/2025SG Americas Securities LLC3,445$520K0.0%N/A0.005%
4/15/2025Simplicity Wealth LLC2,000$302K0.0%N/A0.003%
4/14/2025 Harbor Capital Advisors Inc.47,808$7.22M0.3%+109.7%0.065%
4/14/2025 Midland Wealth Advisors LLC1,500$226K0.0%-33.2%0.002%
4/14/2025 Farther Finance Advisors LLC5,698$860K0.0%+26.8%0.008%
4/14/2025 City Holding Co.23,265$3.51M0.5%+1.8%0.032%
4/14/2025 Courier Capital LLC147,378$22.25M1.5%+0.7%0.200%
4/14/2025 First Citizens Bank & Trust Co.19,545$2.95M0.0%+122.2%0.026%
4/14/2025 Cedar Mountain Advisors LLC198$30K0.0%+138.6%0.000%
4/14/2025 Park Avenue Securities LLC32,626$4.93M0.1%+198.7%0.044%
4/14/2025 Miracle Mile Advisors LLC4,223$638K0.0%-6.1%0.006%
4/14/2025 UMB Bank n.a.8,449$1.28M0.0%-1.8%0.011%
4/11/2025 Princeton Global Asset Management LLC391$59K0.0%-48.0%0.001%
4/11/2025 DHK Financial Advisors Inc.4,224$638K0.3%+169.7%0.006%
4/11/2025 Reinhart Partners LLC.20,838$3.15M0.1%N/A0.029%
4/11/2025 McNamara Financial Services Inc.1,657$250K0.1%+6.4%0.002%
4/11/2025 Procyon Advisors LLC3,138$474K0.0%+44.8%0.004%
4/11/2025 Magnus Financial Group LLC4,117$622K0.1%-17.9%0.006%
4/11/2025 626 Financial LLC6,971$1.05M0.5%-1.4%0.010%
4/11/2025 Ullmann Wealth Partners Group LLC3,966$599K0.1%-27.3%0.005%
4/11/2025 Prosperity Planning Inc.19,606$2.96M0.9%-1.3%0.027%
4/11/2025 Foster Group Inc.4,379$661K0.0%-4.5%0.006%
4/11/2025 Armstrong Fleming & Moore Inc1,823$275K0.3%N/A0.002%
4/10/2025 Chatham Capital Group Inc.1,410$213K0.0%-15.1%0.002%
4/10/2025 Lake Street Private Wealth LLC1,828$276K0.0%-25.9%0.003%
4/10/2025 Lmcg Investments LLC6,917$1.04M0.1%-2.8%0.009%
4/10/2025 Maltin Wealth Management Inc.3,310$500K0.2%-6.7%0.005%
4/10/2025 Apella Capital LLC2,800$397K0.0%-11.3%0.004%
4/10/2025 Rialto Wealth Management LLC3,698$558K0.2%-3.7%0.005%
4/9/2025 McLean Asset Management Corp28,152$4.25M1.3%-4.7%0.039%
4/9/2025 ST Germain D J Co. Inc.2,127$321K0.0%-32.6%0.003%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
4/9/2025 Merit Financial Group LLC8,109$1.22M0.0%+29.1%0.011%
4/9/2025 Harbor Investment Advisory LLC61,822$9.33M0.9%-1.9%0.085%
4/9/2025 Roxbury Financial LLC275$44K0.0%+133.1%0.000%
4/9/2025 Graves Light Lenhart Wealth Inc.10,478$1.58M0.2%-2.5%0.014%
4/9/2025 Towerpoint Wealth LLC11,459$1.73M0.9%-2.1%0.016%
4/9/2025 NBC Securities Inc.2,958$446K0.0%+147,800.0%0.004%
4/9/2025 Fiduciary Alliance LLC3,017$456K0.0%N/A0.004%
4/9/2025 American National Bank & Trust2,260$341K0.0%-19.4%0.003%
4/9/2025 Sanders Morris Harris LLC31,702$4.79M0.7%+0.5%0.043%
4/8/2025 Rhumbline Advisers1,205$182K0.0%+50.8%0.002%
4/8/2025 Aletheian Wealth Advisors LLC6,017$908K0.5%-6.8%0.008%
4/8/2025 Fifth Third Wealth Advisors LLC12,896$1.95M0.1%+22.9%0.018%
4/8/2025 Veery Capital LLC7,244$1.09M0.4%-2.3%0.010%
4/8/2025 Marion Wealth Management49,532$7.48M2.0%+2.3%0.068%
4/8/2025 Weinberger Asset Management Inc16,029$2.42M1.0%-1.4%0.022%
4/8/2025 Atlas Brown Inc.20,626$3.11M1.1%-0.8%0.028%
4/8/2025 Parallel Advisors LLC9,978$1.51M0.0%+4.7%0.014%
4/7/2025 GAMMA Investing LLC119,878$18.10M0.0%+14,998.0%0.164%
4/2/2025 Marotta Asset Management2,046$341K0.1%+5.4%0.003%
4/1/2025 LBJ Family Wealth Advisors Ltd.62,377$9.42M6.0%+0.2%0.085%
3/24/2025Wellington Management Group LLP157,330$25.83M0.0%+29.0%0.217%
3/24/2025Mascagni Wealth Management Inc.274$45K0.0%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC262,751$43.14M0.1%+0.8%0.363%
3/17/2025Members Wealth LLC1,299$215K0.2%N/A0.002%
3/12/2025Centaurus Financial Inc.1,145$188K0.0%+25.7%0.002%
3/6/2025Copia Wealth Management1,295$213K0.2%N/A0.002%
3/5/2025Berkeley Inc3,000$492K0.3%-51.1%0.004%
2/28/2025BridgePort Financial Solutions LLC2,169$347K0.2%N/A0.003%
2/28/2025Park Square Financial Group LLC183$30K0.0%N/A0.000%
2/28/2025Menard Financial Group LLC162$27K0.0%N/A0.000%
2/28/2025Brooklyn FI LLC31,341$5.15M0.8%-3.3%0.043%
2/27/2025Skyline Advisors Inc.2,005$329K0.1%-18.0%0.003%
2/27/2025Jefferies Financial Group Inc.27,014$4.44M0.0%+78.8%0.037%
2/27/2025Pinnacle Wealth Planning Services Inc.1,576$259K0.0%N/A0.002%
2/27/2025Carolinas Wealth Consulting LLC58,009$9.52M1.7%-0.3%0.079%
2/25/2025Heck Capital Advisors LLC39,436$6.47M0.4%N/A0.054%
2/25/2025Integrated Advisors Network LLC5,514$905K0.0%-3.5%0.008%
2/25/2025Garde Capital Inc.4,630$760K0.1%-3.8%0.006%
2/24/2025Liberty Square Wealth Partners LLC2,503$419K0.2%N/A0.003%
2/24/2025Ameriflex Group Inc.277$46K0.0%N/A0.000%
2/22/2025American Trust3,448$566K0.0%N/A0.005%
2/20/2025Forum Financial Management LP3,105$510K0.0%+16.1%0.004%
2/19/2025Toronto Dominion Bank12,733$2.09M0.0%+14.6%0.017%
2/19/2025Pinney & Scofield Inc.810$133K0.1%N/A0.001%
2/19/2025Public Employees Retirement System of Ohio26,390$4.33M0.0%-44.2%0.036%
2/18/2025McMill Wealth Management1,873$307K0.1%N/A0.003%
2/18/2025Stonebridge Financial Planning Group LLC2,914$478K0.2%+12.1%0.004%
2/18/2025Pettinga Financial Advisors LLC5,379$883K0.2%-19.8%0.007%
2/18/2025Connecticut Wealth Management LLC5,257$863K0.0%-8.3%0.007%
2/18/2025Mosaic Family Wealth Partners LLC2,745$451K0.1%-3.4%0.004%
Is it CRAZY to still want reliable profits, despite this market? (Ad)

Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who – while everyone else watched their retirement get cut in half in 2008... Performed 103% better than the market. And the one who crushed the market by 4X during the COVID meltdown.

Click here to access this emergency tariff briefing now.
2/18/2025Castleark Management LLC58,880$9.67M0.3%-36.3%0.077%
2/18/2025Focus Partners Advisor Solutions LLC52,746$8.66M0.1%+57.5%0.069%
2/18/2025First Heartland Consultants Inc.2,206$362K0.0%-30.7%0.003%
2/18/2025Glen Eagle Advisors LLC210$34K0.0%+53.3%0.000%
2/18/2025Principal Street Partners LLC6,093$1M0.2%N/A0.008%
2/18/2025Delta Investment Management LLC1,604$263K0.1%N/A0.002%
2/17/2025Vance Wealth LLC22,172$3.64M1.4%-1.3%0.029%
2/17/2025Waverly Advisors LLC91,627$15.04M0.2%+9.7%0.120%
2/17/2025Visionary Wealth Advisors18,608$3.06M0.2%-1.1%0.024%
2/17/2025St. Clair Advisors LLC2,941$483K0.1%N/A0.004%
(Data available from 1/1/2016 forward)

Remove Ads

IWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWN shares?

During the previous two years, 1,031 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($60.29B), Bank of America Corp DE ($1.10B), Morgan Stanley ($867.15M), TIAA Trust National Association ($448.63M), Jones Financial Companies Lllp ($448.14M), TIAA FSB ($351.65M), and Envestnet Asset Management Inc. ($338.89M).Learn more on IWN's institutional investors.

Which institutional investors have been buying iShares Russell 2000 Value ETF stock?

Of the 813 institutional investors that purchased iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($6.39M), TIAA Trust National Association ($2.67M), Brooklyn FI LLC ($2.06M), Strategic Financial Concepts LLC ($1.63M), Alaska Permanent Fund Corp ($1.48M), Vaughan Nelson Investment Management L.P. ($1.43M), and Victory Capital Management Inc. ($870.42K).

How much institutional buying is happening at iShares Russell 2000 Value ETF?

Institutional investors have bought a total of 34,624,267 shares in the last 24 months. This purchase volume represents approximately $5.20B in transactions.

Which iShares Russell 2000 Value ETF major shareholders have been selling company stock?

Of the 627 institutional investors that sold iShares Russell 2000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vaughan Nelson Investment Management L.P. ($1.45M), JPMorgan Chase & Co. ($977.31K), Bailard Inc. ($824.49K), Morgan Stanley ($647.12K), Allspring Global Investments Holdings LLC ($597.36K), Victory Capital Management Inc. ($584.40K), and Wellington Management Group LLP ($559.36K).

How much institutional selling is happening at iShares Russell 2000 Value ETF?

Institutional investors have sold a total of 16,990,425 shares in the last 24 months. This volume of shares sold represents approximately $2.50B in transactions.


Related Companies

This page (NYSEARCA:IWN) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
The Last Time This Happened, Americans Lost Billions
Wall Street leaders just held a secret meeting in Las Vegas. What they discussed mirrors 2006 — and the warnin...
Banyan Hill Publishing | Sponsored
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
The Crypto Market is About to Change Lives
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored