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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
30,392
shares
|
$5.4 Million
0.54% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
30,368
shares
|
$5.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
30,301
shares
|
$5.39 Million
0.02% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
30,128
shares
|
$5.36 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,304
shares
|
$5.21 Million
0.16% of portfolio
|
Q2 2020
Reduced 48.03%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
29,130
shares
|
$5.18 Million
0.02% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
28,319
shares
|
$5.04 Million
0.82% of portfolio
|
Q2 2025
Added 40.32%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
28,044
shares
|
$4.99 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
27,746
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
27,140
shares
|
$4.83 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
26,720
shares
|
$4.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 50.5%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
26,646
shares
|
$4.74 Million
1.41% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
26,352
shares
|
$4.69 Million
4.05% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
26,288
shares
|
$4.67 Million
0.65% of portfolio
|
Q3 2023
Reduced 24.64%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
25,827
shares
|
$4.59 Million
0.05% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
25,518
shares
|
$4.54 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
25,482
shares
|
$4.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
25,381
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
25,188
shares
|
$4.48 Million
0.07% of portfolio
|
Q3 2025
Added 63.63%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
24,620
shares
|
$4.38 Million
1.46% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
24,341
shares
|
$4.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
23,922
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,647
shares
|
$4.21 Million
0.03% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
23,157
shares
|
$4.12 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,791
shares
|
$4.05 Million
1.21% of portfolio
|
Q1 2023
Reduced 27.45%
|