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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
14,601
shares
|
$2.55 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
14,532
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,472
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,385
shares
|
$2.51 Million
0.16% of portfolio
|
Q4 2022
Added 71825.0%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
14,240
shares
|
$2.49 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
14,147
shares
|
$2.47 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
14,049
shares
|
$2.45 Million
0.46% of portfolio
|
Q3 2025
Added 487.33%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
14,001
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
13,960
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
13,903
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
13,826
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
13,772
shares
|
$2.41 Million
0.08% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
13,732
shares
|
$2.4 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
13,667
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
13,642
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
13,403
shares
|
$2.34 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
13,374
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
13,312
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
13,283
shares
|
$2.32 Million
0.13% of portfolio
|
Q4 2023
Added 18.53%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,199
shares
|
$2.31 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
13,174
shares
|
$2.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 56.93%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
12,942
shares
|
$2.26 Million
0.12% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,880
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,817
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
12,803
shares
|
$2.24 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.02%
|