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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
460
shares
|
$80,348
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
459
shares
|
$80,173
0.02% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
450
shares
|
$78,601
0.03% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
439
shares
|
$76,680
0.01% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
430
shares
|
$75,108
0.11% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
426
shares
|
$74,409
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
422
shares
|
$73,710
0.0% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
417
shares
|
$72,837
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
413
shares
|
$72,138
0.04% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
410
shares
|
$71,614
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
399
shares
|
$69,693
0.01% of portfolio
|
Q3 2025
Reduced 21.15%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
398
shares
|
$69,518
0.0% of portfolio
|
Q4 2024
Added 131.4%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
394
shares
|
$68,819
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
391
shares
|
$68,295
0.02% of portfolio
|
Q2 2025
Added 73.01%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
384
shares
|
$67,073
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
375
shares
|
$65,501
0.0% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
360
shares
|
$62,881
0.01% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
353
shares
|
$61,658
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
349
shares
|
$60,959
0.01% of portfolio
|
Q3 2025
Reduced 34.52%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
340
shares
|
$59,387
0.01% of portfolio
|
Q4 2022
Reduced 50.07%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
338
shares
|
$59,038
0.02% of portfolio
|
Q3 2020
Added 4.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
337
shares
|
$58,863
0.0% of portfolio
|
Q4 2024
Reduced 29.05%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
324
shares
|
$56,593
0.01% of portfolio
|
Q4 2020
Reduced 16.92%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
313
shares
|
$54,671
0.01% of portfolio
|
Q3 2025
Added 222.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
313
shares
|
$54,671
0.02% of portfolio
|
Q1 2025
Reduced 24.94%
|