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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
65,289
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
63,329
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
63,296
shares
|
$11.1 Million
1.71% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,816
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
62,715
shares
|
$11 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,710
shares
|
$11 Million
0.08% of portfolio
|
Q3 2025
Reduced 30.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
62,532
shares
|
$10.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 07, 2025 Q3 2025 |
62,284
shares
|
$10.9 Million
6.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
61,340
shares
|
$10.7 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
60,935
shares
|
$10.6 Million
0.1% of portfolio
|
Q2 2025
Added 55.1%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
60,713
shares
|
$10.6 Million
0.08% of portfolio
|
Q3 2025
Added 142.08%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
60,646
shares
|
$10.6 Million
3.16% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
60,210
shares
|
$10.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
59,679
shares
|
$10.4 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
58,894
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
58,026
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
56,769
shares
|
$9.92 Million
0.02% of portfolio
|
Q3 2025
Added 1500.48%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
55,992
shares
|
$9.78 Million
1.19% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
55,881
shares
|
$9.76 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
55,689
shares
|
$9.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
55,091
shares
|
$9.62 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
54,450
shares
|
$9.51 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
54,163
shares
|
$9.46 Million
0.16% of portfolio
|
Q3 2025
Added 50.91%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
53,519
shares
|
$9.35 Million
0.45% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
53,182
shares
|
$9.29 Million
0.01% of portfolio
|
Q3 2025
New holding
|