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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,325
shares
|
$231,437
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
1,320
shares
|
$230,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,318
shares
|
$230,215
0.06% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
1,302
shares
|
$227,420
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$227,070
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,296
shares
|
$226,372
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,295
shares
|
$226,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,295
shares
|
$226,197
0.06% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
1,289
shares
|
$225,149
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
1,283
shares
|
$224,101
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,274
shares
|
$222,529
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,263
shares
|
$220,608
0.1% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
1,259
shares
|
$219,909
0.04% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,255
shares
|
$219,210
0.02% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,246
shares
|
$217,638
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
1,242
shares
|
$216,940
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
1,237
shares
|
$216,066
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,236
shares
|
$215,892
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Professional Advisory Services Inc
|
Oct 29, 2025 Q3 2025 |
1,232
shares
|
$215,193
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
1,219
shares
|
$212,922
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,218
shares
|
$212,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
1,207
shares
|
$210,826
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
1,206
shares
|
$210,652
0.0% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
1,200
shares
|
$209,603
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,200
shares
|
$209,603
0.06% of portfolio
|
Q3 2025
Reduced 62.49%
|