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 1,124 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,753,830
shares
|
$1.2 Billion
0.08% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,953,501
shares
|
$881 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,343,822
shares
|
$772 Million
1.89% of portfolio
|
Q3 2025
Added 62.53%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$444 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,148,592
shares
|
$382 Million
0.12% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,218,231
shares
|
$217 Million
0.03% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,216,060
shares
|
$216 Million
1.42% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
1,151,075
shares
|
$205 Million
1.92% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,111,776
shares
|
$198 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,010,174
shares
|
$180 Million
0.06% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
994,564
shares
|
$177 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
886,266
shares
|
$158 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
839,571
shares
|
$149 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
830,140
shares
|
$148 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
718,375
shares
|
$128 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
671,041
shares
|
$119 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
626,428
shares
|
$111 Million
2.56% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
559,205
shares
|
$99.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
551,372
shares
|
$98.1 Million
0.02% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
550,817
shares
|
$98 Million
9.99% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$84.8 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
434,327
shares
|
$77.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
403,492
shares
|
$71.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
394,018
shares
|
$70.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
374,531
shares
|
$66.6 Million
1.42% of portfolio
|
Q3 2025
Added 1.26%
|