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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
8,055
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
7,973
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
7,966
shares
|
$1.39 Million
0.83% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,954
shares
|
$1.39 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,873
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
7,860
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
7,839
shares
|
$1.37 Million
0.78% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
7,831
shares
|
$1.37 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,736
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 85.91%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
7,682
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,679
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
7,666
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Added 44.86%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
7,656
shares
|
$1.34 Million
0.43% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,473
shares
|
$1.31 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,469
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 49.55%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
7,405
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,365
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2023
Reduced 10.93%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,338
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
7,125
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2021
Reduced 0.07%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
7,033
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
7,024
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,016
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
6,890
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
6,875
shares
|
$1.2 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
6,850
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.41%
|