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 |
|---|---|---|---|---|---|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
4,796
shares
|
$837,717
0.58% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
4,760
shares
|
$831,429
0.09% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
4,718
shares
|
$824,093
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
4,690
shares
|
$819,202
0.48% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,666
shares
|
$815,010
0.14% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,666
shares
|
$815,010
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
4,661
shares
|
$814,136
0.39% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,649
shares
|
$812,040
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,630
shares
|
$808,722
0.11% of portfolio
|
Q2 2023
Added 986.85%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
4,610
shares
|
$805,228
0.03% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
4,604
shares
|
$804,180
0.08% of portfolio
|
Q4 2023
Reduced 0.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,600
shares
|
$803,482
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,600
shares
|
$803,482
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,570
shares
|
$798,241
0.2% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,540
shares
|
$793,001
0.1% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
4,509
shares
|
$787,587
0.49% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,497
shares
|
$785,490
0.02% of portfolio
|
Q1 2024
Reduced 2.39%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
4,439
shares
|
$775,360
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
4,425
shares
|
$772,914
0.04% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
4,422
shares
|
$772,390
0.18% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
4,417
shares
|
$771,517
0.05% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,400
shares
|
$768,548
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,389
shares
|
$766,626
0.01% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,388
shares
|
$766,451
0.03% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 15, 2026 Q4 2025 |
4,386
shares
|
$766,102
0.13% of portfolio
|
Q3 2024
Reduced 12.09%
|
|