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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,843
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.42%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,824
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,813
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 85.39%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
6,764
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 14, 2025 Q3 2025 |
6,678
shares
|
$1.17 Million
0.7% of portfolio
|
Q2 2024
Closed
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,651
shares
|
$1.16 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,646
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,512
shares
|
$1.14 Million
0.52% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
6,495
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,465
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,440
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,427
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,320
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
6,306
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
6,263
shares
|
$1.09 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,234
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
6,213
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.1%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
6,178
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Added 18.06%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
6,168
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2025
Reduced 49.77%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
6,098
shares
|
$1.07 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
6,067
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
6,062
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,027
shares
|
$1.05 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
6,000
shares
|
$1.05 Million
0.57% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$1.05 Million
2.22% of portfolio
|
Q4 2021
New holding
|