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 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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,024
shares
|
$528,202
0.05% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,007
shares
|
$525,232
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,000
shares
|
$524,009
0.11% of portfolio
|
Q1 2023
Reduced 1.06%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$524,009
0.02% of portfolio
|
Q3 2025
Reduced 66.85%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,000
shares
|
$524,009
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,999
shares
|
$523,835
0.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
2,997
shares
|
$523,485
0.04% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
2,988
shares
|
$521,913
0.24% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,987
shares
|
$521,739
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
2,976
shares
|
$519,817
0.36% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,976
shares
|
$519,817
0.02% of portfolio
|
Q2 2025
Added 39.92%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,968
shares
|
$518,420
0.09% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,960
shares
|
$517,023
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
2,942
shares
|
$513,879
0.03% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,923
shares
|
$510,560
0.01% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
2,922
shares
|
$510,385
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,892
shares
|
$505,145
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,884
shares
|
$503,748
0.06% of portfolio
|
Q3 2025
Reduced 50.99%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,873
shares
|
$501,826
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,862
shares
|
$499,905
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
2,861
shares
|
$499,730
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
2,858
shares
|
$499,206
0.03% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
2,856
shares
|
$498,857
0.13% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$496,062
0.02% of portfolio
|
Q3 2024
Reduced 34.79%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
2,822
shares
|
$492,918
0.24% of portfolio
|
Q2 2022
Reduced 2.92%
|
|