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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
38,271
shares
|
$6.68 Million
4.32% of portfolio
|
Q3 2025
Added 39.33%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
38,191
shares
|
$6.67 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
38,016
shares
|
$6.64 Million
2.1% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,808
shares
|
$6.6 Million
0.04% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
37,400
shares
|
$6.53 Million
5.94% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
36,349
shares
|
$6.35 Million
0.34% of portfolio
|
Q3 2025
Added 246.87%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
36,243
shares
|
$6.33 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
36,156
shares
|
$6.32 Million
1.85% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
35,186
shares
|
$6.15 Million
1.73% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
34,597
shares
|
$6.04 Million
2.66% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
33,337
shares
|
$5.82 Million
0.21% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
33,129
shares
|
$5.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
33,087
shares
|
$5.78 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
32,691
shares
|
$5.71 Million
1.04% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
32,165
shares
|
$5.62 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
31,978
shares
|
$5.59 Million
1.9% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,508
shares
|
$5.5 Million
0.08% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
31,444
shares
|
$5.49 Million
0.48% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
31,372
shares
|
$5.48 Million
1.02% of portfolio
|
Q4 2022
Added 10.66%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
31,224
shares
|
$5.45 Million
0.08% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
31,216
shares
|
$5.45 Million
0.14% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
30,894
shares
|
$5.4 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
30,532
shares
|
$5.33 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
30,437
shares
|
$5.32 Million
1.6% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
30,392
shares
|
$5.31 Million
0.54% of portfolio
|
Q3 2025
Added 0.38%
|