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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
3,325
shares
|
$580,777
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,307
shares
|
$577,633
0.01% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
3,306
shares
|
$577,459
0.25% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,305
shares
|
$577,284
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
3,299
shares
|
$576,236
0.59% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,284
shares
|
$573,616
0.06% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
3,275
shares
|
$572,044
0.35% of portfolio
|
Q1 2025
Reduced 57.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,245
shares
|
$566,804
0.03% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
3,225
shares
|
$563,310
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,222
shares
|
$562,786
0.13% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,221
shares
|
$562,612
0.03% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,216
shares
|
$561,738
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,199
shares
|
$558,769
0.0% of portfolio
|
Q3 2025
Added 143.83%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,182
shares
|
$555,799
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,161
shares
|
$552,131
0.02% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
3,153
shares
|
$550,734
0.38% of portfolio
|
Q1 2022
Added 4.03%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,144
shares
|
$549,162
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,144
shares
|
$549,162
0.04% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,142
shares
|
$548,813
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
3,135
shares
|
$547,590
0.5% of portfolio
|
Q3 2025
Reduced 56.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,113
shares
|
$543,747
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
3,082
shares
|
$538,332
0.04% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,062
shares
|
$534,839
0.1% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
3,059
shares
|
$534,315
0.02% of portfolio
|
Q4 2025
Reduced 8.08%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,028
shares
|
$528,900
0.09% of portfolio
|
Q3 2025
Added 0.87%
|
|