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 1,125 institutions that hold shares in the stock, with a total of 55.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,709,138
shares
|
$1.17 Billion
0.08% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,684,521
shares
|
$818 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,343,822
shares
|
$759 Million
1.89% of portfolio
|
Q3 2025
Added 62.53%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,497,503
shares
|
$436 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,148,592
shares
|
$375 Million
0.12% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,216,060
shares
|
$212 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
|
$201 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
|
$194 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
|
$176 Million
0.06% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
994,564
shares
|
$174 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
886,266
shares
|
$155 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
839,571
shares
|
$147 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
830,140
shares
|
$145 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
730,504
shares
|
$128 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.04%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
718,375
shares
|
$125 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
|
$117 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
|
$109 Million
2.56% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
550,817
shares
|
$96.2 Million
9.99% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
548,170
shares
|
$95.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
507,200
shares
|
$88.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
476,802
shares
|
$83.3 Million
0.42% of portfolio
|
Q2 2023
Reduced 94.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
434,327
shares
|
$75.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
411,160
shares
|
$71.8 Million
0.02% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
403,492
shares
|
$70.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
374,531
shares
|
$65.4 Million
1.42% of portfolio
|
Q3 2025
Added 1.26%
|