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 |
|---|---|---|---|---|---|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,335
shares
|
$757,194
0.17% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
4,329
shares
|
$756,146
0.49% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,290
shares
|
$749,334
0.0% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,235
shares
|
$739,727
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,229
shares
|
$738,679
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
4,183
shares
|
$730,644
0.06% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4,178
shares
|
$729,771
0.01% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
4,174
shares
|
$729,072
0.02% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
4,160
shares
|
$726,627
0.73% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
4,138
shares
|
$722,784
0.31% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,098
shares
|
$715,797
0.02% of portfolio
|
Q3 2025
Added 39.77%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
4,070
shares
|
$710,906
0.01% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
4,029
shares
|
$703,745
0.06% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,025
shares
|
$703,046
0.0% of portfolio
|
Q3 2025
Added 263.27%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,989
shares
|
$696,758
0.0% of portfolio
|
Q3 2025
Added 71.57%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
3,986
shares
|
$696,234
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,985
shares
|
$696,059
0.08% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,985
shares
|
$696,059
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,966
shares
|
$692,741
0.07% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,953
shares
|
$690,470
0.05% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,934
shares
|
$687,151
0.01% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
3,912
shares
|
$683,309
0.08% of portfolio
|
Q3 2025
Added 78.3%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
3,876
shares
|
$677,020
0.25% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3,875
shares
|
$676,846
0.04% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
3,862
shares
|
$674,575
0.37% of portfolio
|
Q2 2025
Added 0.81%
|
|