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 |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
3,862
shares
|
$674,575
0.37% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,859
shares
|
$674,051
0.03% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
3,827
shares
|
$668,462
0.03% of portfolio
|
Q3 2025
Reduced 63.28%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
3,810
shares
|
$665,492
0.33% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
3,809
shares
|
$665,318
0.24% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,793
shares
|
$662,523
0.28% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,780
shares
|
$660,252
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,761
shares
|
$656,933
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,755
shares
|
$655,885
0.07% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,739
shares
|
$653,091
0.09% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
3,725
shares
|
$650,645
0.01% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,716
shares
|
$649,073
0.07% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,705
shares
|
$647,152
0.02% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
3,703
shares
|
$646,803
0.11% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,668
shares
|
$640,689
0.1% of portfolio
|
Q3 2025
Reduced 53.65%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3,653
shares
|
$638,069
0.18% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,628
shares
|
$633,702
0.1% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,622
shares
|
$632,654
0.02% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,602
shares
|
$629,161
0.02% of portfolio
|
Q3 2025
Reduced 51.59%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
3,600
shares
|
$628,812
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
3,597
shares
|
$628,287
0.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,588
shares
|
$626,715
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,586
shares
|
$626,366
1.24% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
3,582
shares
|
$625,667
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,569
shares
|
$623,397
0.03% of portfolio
|
Q3 2025
Added 0.11%
|