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 1,124 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
12,803
shares
|
$2.24 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
12,802
shares
|
$2.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
12,480
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2025
Reduced 10.24%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
12,478
shares
|
$2.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
12,353
shares
|
$2.16 Million
0.17% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
12,338
shares
|
$2.16 Million
0.48% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
12,208
shares
|
$2.13 Million
0.87% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
12,107
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
12,080
shares
|
$2.11 Million
0.41% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,040
shares
|
$2.1 Million
0.8% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
11,858
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
11,823
shares
|
$2.07 Million
0.9% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
11,716
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,688
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 90.1%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,535
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,469
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,397
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
11,333
shares
|
$1.98 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,961
shares
|
$1.91 Million
0.58% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,915
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,882
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
10,831
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 94.73%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
10,761
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
10,733
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
10,700
shares
|
$1.87 Million
0.77% of portfolio
|
Q3 2025
Reduced 5.09%
|
|