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 |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,852
shares
|
$323,488
0.02% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
1,848
shares
|
$322,790
0.37% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,838
shares
|
$321,043
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$318,772
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
1,820
shares
|
$317,899
0.08% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,818
shares
|
$317,550
0.0% of portfolio
|
Q2 2025
Reduced 32.99%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$315,454
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
1,805
shares
|
$315,279
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
1,803
shares
|
$314,930
0.01% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
1,797
shares
|
$313,881
0.06% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
1,785
shares
|
$311,785
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,777
shares
|
$310,388
0.02% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
1,776
shares
|
$310,213
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
1,766
shares
|
$308,467
0.01% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
1,765
shares
|
$308,292
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
1,758
shares
|
$307,069
0.05% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,757
shares
|
$306,895
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,750
shares
|
$305,672
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,735
shares
|
$303,052
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,734
shares
|
$302,877
0.14% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$302,353
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,725
shares
|
$301,305
0.0% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,720
shares
|
$300,432
0.02% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,711
shares
|
$298,860
0.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,711
shares
|
$298,860
0.05% of portfolio
|
Q3 2025
Added 2.82%
|