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 1,123 institutions that hold shares in the stock, with a total of 54.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,574
shares
|
$274,930
0.01% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$274,581
0.06% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
1,563
shares
|
$273,009
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
1,560
shares
|
$272,485
0.17% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,556
shares
|
$271,786
0.05% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,556
shares
|
$271,786
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,555
shares
|
$271,611
0.01% of portfolio
|
Q3 2025
Added 19.8%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,555
shares
|
$271,611
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,548
shares
|
$270,389
0.1% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,528
shares
|
$266,895
0.04% of portfolio
|
Q2 2025
Reduced 75.05%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,526
shares
|
$266,546
0.02% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
1,509
shares
|
$263,577
0.09% of portfolio
|
Q4 2023
Added 0.53%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
1,507
shares
|
$263,227
0.01% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,501
shares
|
$262,179
0.11% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$262,004
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$262,004
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,496
shares
|
$261,306
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,496
shares
|
$261,306
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,488
shares
|
$259,908
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,484
shares
|
$259,210
0.03% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
1,484
shares
|
$259,210
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,476
shares
|
$257,812
0.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
1,476
shares
|
$257,812
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
1,465
shares
|
$255,891
0.03% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,455
shares
|
$254,144
0.04% of portfolio
|
Q4 2023
New holding
|