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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
187,793
shares
|
$32.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
171,625
shares
|
$30 Million
0.66% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
164,847
shares
|
$28.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
161,087
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
160,016
shares
|
$27.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
158,488
shares
|
$27.7 Million
3.34% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
152,390
shares
|
$26.6 Million
0.77% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
150,787
shares
|
$26.3 Million
1.55% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
146,613
shares
|
$25.6 Million
0.04% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
145,056
shares
|
$25.3 Million
0.22% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
144,250
shares
|
$25.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
135,792
shares
|
$23.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
134,879
shares
|
$23.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
132,789
shares
|
$23.2 Million
0.03% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
132,380
shares
|
$23.1 Million
1.03% of portfolio
|
Q3 2025
Added 76.38%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
130,421
shares
|
$22.8 Million
0.38% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
129,235
shares
|
$22.6 Million
0.05% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
127,462
shares
|
$22.3 Million
0.05% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
126,115
shares
|
$22 Million
0.24% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
125,731
shares
|
$22 Million
0.05% of portfolio
|
Q3 2023
Reduced 11.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
125,037
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2025
Added 54.3%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
115,000
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2025
Added 7566.67%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
113,998
shares
|
$19.9 Million
7.27% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
110,229
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
109,108
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2025
Added 9.71%
|