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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
22,738
shares
|
$3.97 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
22,487
shares
|
$3.93 Million
0.44% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
22,199
shares
|
$3.88 Million
1.17% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
21,727
shares
|
$3.8 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
21,413
shares
|
$3.74 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
21,255
shares
|
$3.71 Million
1.48% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
21,255
shares
|
$3.71 Million
1.46% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
20,676
shares
|
$3.61 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
20,632
shares
|
$3.6 Million
0.05% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
20,556
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
20,541
shares
|
$3.59 Million
0.08% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
20,381
shares
|
$3.56 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
20,343
shares
|
$3.55 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
20,148
shares
|
$3.52 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
19,896
shares
|
$3.48 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
19,662
shares
|
$3.43 Million
0.84% of portfolio
|
Q3 2022
Reduced 1.67%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
19,187
shares
|
$3.35 Million
1.9% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,752
shares
|
$3.28 Million
0.34% of portfolio
|
Q4 2023
Reduced 2.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,506
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,355
shares
|
$3.21 Million
0.12% of portfolio
|
Q3 2025
Reduced 57.13%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
18,158
shares
|
$3.17 Million
0.91% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
17,997
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
17,929
shares
|
$3.13 Million
0.58% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,827
shares
|
$3.11 Million
2.84% of portfolio
|
Q2 2022
Reduced 42.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,773
shares
|
$3.1 Million
0.04% of portfolio
|
Q3 2025
Added 8.17%
|