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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$6,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
35
shares
|
$6,113
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
35
shares
|
$6,113
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
34
shares
|
$5,938
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
34
shares
|
$5,938
0.0% of portfolio
|
Q3 2024
Reduced 91.58%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$5,414
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
31
shares
|
$5,414
0.0% of portfolio
|
Q2 2023
Added 121.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
31
shares
|
$5,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$5,240
0.0% of portfolio
|
Q1 2025
Reduced 46.43%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
28
shares
|
$4,890
0.0% of portfolio
|
Q1 2025
Reduced 62.67%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
27
shares
|
$4,716
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
26
shares
|
$4,541
0.0% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
25
shares
|
$4,366
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
25
shares
|
$4,366
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
22
shares
|
$3,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
21
shares
|
$3,668
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
19
shares
|
$3,318
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
16
shares
|
$2,794
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
16
shares
|
$2,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
15
shares
|
$2,620
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
13
shares
|
$2,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
12
shares
|
$2,096
0.0% of portfolio
|
Q1 2025
Reduced 90.32%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
11
shares
|
$1,921
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
11
shares
|
$1,921
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,572
0.0% of portfolio
|
Q3 2025
New holding
|