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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
659
shares
|
$115,107
0.01% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
658
shares
|
$114,932
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
655
shares
|
$114,408
0.08% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
655
shares
|
$114,408
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
650
shares
|
$113,535
0.02% of portfolio
|
Q4 2019
Added 116.72%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
647
shares
|
$113,011
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
636
shares
|
$111,090
0.01% of portfolio
|
Q2 2025
Added 43.89%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
635
shares
|
$110,915
0.01% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
632
shares
|
$110,391
0.0% of portfolio
|
Q3 2022
Added 121.75%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
615
shares
|
$107,422
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
607
shares
|
$106,024
0.03% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
605
shares
|
$105,675
0.03% of portfolio
|
Q4 2023
Added 13.08%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
600
shares
|
$104,801
0.03% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
575
shares
|
$100,435
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
573
shares
|
$100,085
0.01% of portfolio
|
Q2 2024
Added 32.43%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
558
shares
|
$97,465
0.0% of portfolio
|
Q2 2025
Reduced 39.61%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
525
shares
|
$91,701
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
519
shares
|
$90,653
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
498
shares
|
$86,985
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
489
shares
|
$85,413
0.0% of portfolio
|
Q3 2025
Reduced 28.61%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
489
shares
|
$85,413
0.0% of portfolio
|
Q4 2023
Reduced 79.91%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
485
shares
|
$84,714
0.02% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
482
shares
|
$84,190
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
474
shares
|
$82,793
0.07% of portfolio
|
Q1 2023
Reduced 62.71%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
471
shares
|
$82,269
0.04% of portfolio
|
Q2 2024
Reduced 3.09%
|