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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,171
shares
|
$379,208
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,164
shares
|
$377,985
0.17% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$376,413
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,154
shares
|
$376,239
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,127
shares
|
$371,523
0.01% of portfolio
|
Q3 2025
Added 28.91%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
2,125
shares
|
$371,173
0.24% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
2,124
shares
|
$370,999
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$370,649
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,120
shares
|
$370,300
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$369,776
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,117
shares
|
$369,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,113
shares
|
$369,077
0.01% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,108
shares
|
$368,204
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,105
shares
|
$367,680
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
2,101
shares
|
$366,981
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,092
shares
|
$365,409
0.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,087
shares
|
$364,536
0.08% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
2,078
shares
|
$362,964
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,077
shares
|
$362,789
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
2,077
shares
|
$362,789
0.04% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$362,614
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
2,026
shares
|
$353,881
0.12% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,025
shares
|
$353,706
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,024
shares
|
$353,532
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
2,024
shares
|
$353,532
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|