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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
12,663
shares
|
$2.21 Million
0.08% of portfolio
|
Q2 2025
Added 87.13%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,478
shares
|
$2.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
12,353
shares
|
$2.16 Million
0.17% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
12,338
shares
|
$2.16 Million
0.48% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
12,234
shares
|
$2.14 Million
0.9% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
12,107
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
12,080
shares
|
$2.11 Million
0.41% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,040
shares
|
$2.1 Million
0.8% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
11,858
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
11,762
shares
|
$2.05 Million
0.9% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
11,716
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
11,689
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Added 324.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,688
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 90.1%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,535
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,397
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
11,333
shares
|
$1.98 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
11,274
shares
|
$1.97 Million
0.73% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,034
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,961
shares
|
$1.91 Million
0.58% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,915
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,882
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
10,761
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
10,733
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
10,672
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
10,202
shares
|
$1.78 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.34%
|