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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
336,913
shares
|
$58.8 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
321,684
shares
|
$56.2 Million
1.27% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,734
shares
|
$55.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.24%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
307,549
shares
|
$53.7 Million
0.63% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
279,720
shares
|
$48.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
272,584
shares
|
$47.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
270,078
shares
|
$47.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 87.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,013
shares
|
$45.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
258,535
shares
|
$45.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
256,578
shares
|
$44.8 Million
0.06% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
254,083
shares
|
$44.4 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
249,879
shares
|
$43.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
244,581
shares
|
$42.7 Million
0.01% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
239,595
shares
|
$41.9 Million
2.86% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
236,397
shares
|
$41.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
236,121
shares
|
$41.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2025 Q3 2025 |
230,481
shares
|
$40.3 Million
1.13% of portfolio
|
Q4 2019
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
229,369
shares
|
$40.1 Million
3.21% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
218,385
shares
|
$38.1 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
214,968
shares
|
$37.5 Million
0.0% of portfolio
|
Q2 2024
Added 10.51%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
206,734
shares
|
$36.1 Million
0.76% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
206,539
shares
|
$36.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
205,467
shares
|
$35.9 Million
0.62% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
201,748
shares
|
$35.2 Million
0.01% of portfolio
|
Q3 2025
Added 41.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
200,760
shares
|
$35.1 Million
0.09% of portfolio
|
Q3 2025
Added 51.11%
|