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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
17,698
shares
|
$3.09 Million
0.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
17,587
shares
|
$3.07 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,570
shares
|
$3.07 Million
1.12% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
17,462
shares
|
$3.05 Million
0.53% of portfolio
|
Q3 2025
Added 47.52%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
17,446
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 30.34%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
17,196
shares
|
$3 Million
0.17% of portfolio
|
Q3 2025
Reduced 32.66%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
16,981
shares
|
$2.97 Million
0.09% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
16,867
shares
|
$2.95 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
16,778
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
16,641
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
16,596
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
16,147
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
16,106
shares
|
$2.81 Million
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
16,070
shares
|
$2.81 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
15,759
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,549
shares
|
$2.72 Million
0.16% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,464
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
15,437
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
15,408
shares
|
$2.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,316
shares
|
$2.68 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,120
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2022
Added 51.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
15,082
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
15,055
shares
|
$2.63 Million
0.28% of portfolio
|
Q1 2025
Reduced 45.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,984
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
14,926
shares
|
$2.61 Million
1.44% of portfolio
|
Q3 2025
Added 11.18%
|