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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,806
shares
|
$490,124
0.06% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,805
shares
|
$489,949
0.26% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,803
shares
|
$489,600
0.15% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
2,789
shares
|
$487,154
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
2,782
shares
|
$485,931
0.16% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
2,759
shares
|
$481,914
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,755
shares
|
$481,215
0.01% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
2,752
shares
|
$480,691
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
2,736
shares
|
$477,897
0.21% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,721
shares
|
$475,277
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
2,715
shares
|
$474,229
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,714
shares
|
$474,054
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,712
shares
|
$473,705
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
2,705
shares
|
$472,482
0.19% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
2,699
shares
|
$471,434
0.07% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,699
shares
|
$471,434
0.0% of portfolio
|
Q3 2025
Added 21.69%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,695
shares
|
$470,735
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,690
shares
|
$469,862
0.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,677
shares
|
$467,591
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,669
shares
|
$466,194
0.06% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,662
shares
|
$464,971
0.02% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,658
shares
|
$464,272
0.24% of portfolio
|
Q2 2025
Reduced 37.07%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,581
shares
|
$450,823
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$450,648
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$450,473
0.05% of portfolio
|
Q3 2024
New holding
|