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 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
10,672
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
10,436
shares
|
$1.82 Million
0.92% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
10,202
shares
|
$1.78 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
10,146
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
10,102
shares
|
$1.76 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
10,036
shares
|
$1.75 Million
0.58% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
10,027
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Added 35.13%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
9,993
shares
|
$1.75 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
9,981
shares
|
$1.74 Million
0.43% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
9,969
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
9,881
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
9,822
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
9,782
shares
|
$1.71 Million
0.85% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
9,749
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
9,725
shares
|
$1.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
9,628
shares
|
$1.68 Million
0.1% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,576
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,575
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
9,500
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
9,458
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
9,430
shares
|
$1.65 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,321
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
9,319
shares
|
$1.63 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,252
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,212
shares
|
$1.61 Million
0.22% of portfolio
|
Q3 2025
Reduced 10.81%
|
|