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 $9.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$1.05 Million
2.22% of portfolio
|
Q4 2021
New holding
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
5,888
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 33.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5,876
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,861
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
5,831
shares
|
$1.02 Million
1.02% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,829
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
5,790
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
5,777
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.85%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,698
shares
|
$995,269
0.1% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
5,685
shares
|
$992,998
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,656
shares
|
$987,933
0.02% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
5,539
shares
|
$967,497
0.03% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
5,533
shares
|
$966,449
0.05% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
5,529
shares
|
$965,750
0.24% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
5,514
shares
|
$963,130
0.04% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
5,509
shares
|
$962,257
0.02% of portfolio
|
Q3 2025
Reduced 60.32%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
5,507
shares
|
$961,907
0.1% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,493
shares
|
$959,462
0.03% of portfolio
|
Q3 2025
Added 40.67%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
5,475
shares
|
$956,318
0.15% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,444
shares
|
$950,903
0.03% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
5,441
shares
|
$950,379
0.19% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,435
shares
|
$949,331
0.03% of portfolio
|
Q1 2023
Added 0.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,374
shares
|
$938,676
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
5,336
shares
|
$932,039
0.6% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,331
shares
|
$931,165
0.01% of portfolio
|
Q3 2025
Reduced 15.21%
|
|