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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,176
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,162
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
9,063
shares
|
$1.58 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
9,053
shares
|
$1.58 Million
0.27% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
9,038
shares
|
$1.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
9,036
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
8,828
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2022
Added 24.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
8,759
shares
|
$1.53 Million
0.3% of portfolio
|
Q2 2023
Added 4.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,742
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 67.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
8,674
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.56%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
8,666
shares
|
$1.51 Million
0.72% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
8,545
shares
|
$1.49 Million
0.64% of portfolio
|
Q2 2023
Reduced 41.65%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
8,494
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
8,485
shares
|
$1.48 Million
0.19% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
8,416
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
8,339
shares
|
$1.46 Million
0.31% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,338
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,331
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,322
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2025
Added 39.61%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,280
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2025
Added 53.9%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
8,224
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
8,216
shares
|
$1.44 Million
0.47% of portfolio
|
Q1 2025
Added 43.99%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
8,211
shares
|
$1.43 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
8,183
shares
|
$1.43 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,063
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 0.76%
|