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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
312
shares
|
$54,497
0.02% of portfolio
|
Q3 2023
Reduced 86.13%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
310
shares
|
$54,147
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
308
shares
|
$53,798
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
308
shares
|
$53,798
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
302
shares
|
$52,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$52,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
300
shares
|
$52,400
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
295
shares
|
$51,527
0.0% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
280
shares
|
$48,907
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
278
shares
|
$48,558
0.0% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
278
shares
|
$48,558
0.0% of portfolio
|
Q3 2020
Reduced 78.37%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
276
shares
|
$48,208
0.01% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
275
shares
|
$48,034
0.0% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
275
shares
|
$48,034
0.04% of portfolio
|
Q1 2025
Added 133.05%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
273
shares
|
$47,684
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
261
shares
|
$45,588
0.01% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
260
shares
|
$45,414
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
248
shares
|
$43,318
0.0% of portfolio
|
Q3 2025
Reduced 86.35%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
246
shares
|
$42,968
0.03% of portfolio
|
Q3 2025
Reduced 21.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
245
shares
|
$42,794
0.03% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
235
shares
|
$41,047
0.0% of portfolio
|
Q1 2025
Reduced 68.83%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
233
shares
|
$40,698
0.01% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
231
shares
|
$40,348
0.01% of portfolio
|
Q4 2022
Added 15.5%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
225
shares
|
$39,300
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
216
shares
|
$37,728
0.01% of portfolio
|
Q1 2024
New holding
|