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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5,294
shares
|
$924,702
0.06% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
5,211
shares
|
$910,205
0.13% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,145
shares
|
$898,677
0.2% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
5,145
shares
|
$898,677
0.31% of portfolio
|
Q3 2025
Reduced 38.4%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
5,132
shares
|
$896,406
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,128
shares
|
$895,707
0.03% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,103
shares
|
$891,341
0.01% of portfolio
|
Q3 2025
Added 63.87%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5,064
shares
|
$884,528
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
5,060
shares
|
$883,830
0.08% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
5,032
shares
|
$878,939
0.1% of portfolio
|
Q2 2025
Added 249.93%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
5,001
shares
|
$873,524
0.71% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,973
shares
|
$868,633
0.02% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
4,971
shares
|
$868,284
0.48% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$861,996
0.04% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,886
shares
|
$853,437
0.48% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
4,877
shares
|
$851,865
0.03% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,876
shares
|
$851,690
0.02% of portfolio
|
Q3 2025
Reduced 18.28%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
4,851
shares
|
$847,324
0.38% of portfolio
|
Q1 2020
Reduced 9.33%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,839
shares
|
$845,228
2.29% of portfolio
|
Q3 2023
Added 4.85%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
4,836
shares
|
$844,704
0.61% of portfolio
|
Q3 2025
Reduced 26.68%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
4,804
shares
|
$839,114
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
4,804
shares
|
$839,114
0.27% of portfolio
|
Q3 2025
Reduced 60.78%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
4,796
shares
|
$837,717
0.58% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
4,760
shares
|
$831,429
0.09% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
4,718
shares
|
$824,093
0.09% of portfolio
|
Q2 2025
Added 0.02%
|