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 1,124 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
3,580
shares
|
$625,318
0.18% 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%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,554
shares
|
$620,777
0.03% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
3,537
shares
|
$617,807
0.24% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
3,530
shares
|
$616,585
0.15% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,527
shares
|
$616,061
0.02% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
3,511
shares
|
$613,266
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,503
shares
|
$611,869
0.12% of portfolio
|
Q3 2022
Reduced 16.95%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,495
shares
|
$610,471
0.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,476
shares
|
$607,152
0.05% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
3,466
shares
|
$605,406
0.22% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
3,456
shares
|
$603,659
0.02% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,436
shares
|
$600,166
0.01% of portfolio
|
Q4 2023
Added 104.89%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
3,436
shares
|
$600,166
0.1% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
3,422
shares
|
$597,720
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,401
shares
|
$594,052
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,386
shares
|
$591,432
0.03% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,386
shares
|
$591,432
0.01% of portfolio
|
Q2 2025
Reduced 80.69%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
3,381
shares
|
$590,559
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
3,380
shares
|
$590,384
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,374
shares
|
$589,336
0.03% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,366
shares
|
$587,939
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,364
shares
|
$587,589
0.04% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,363
shares
|
$587,415
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
3,352
shares
|
$585,493
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|