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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
3,024
shares
|
$528,202
0.05% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
3,023
shares
|
$528,027
0.07% of portfolio
|
Q4 2025
Added 5.66%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,014
shares
|
$526,455
0.04% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,007
shares
|
$525,232
0.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
3,001
shares
|
$524,184
0.25% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,000
shares
|
$524,009
0.11% of portfolio
|
Q1 2023
Reduced 1.06%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$524,009
0.02% of portfolio
|
Q3 2025
Reduced 66.85%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,000
shares
|
$524,009
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
2,999
shares
|
$523,835
0.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,987
shares
|
$521,739
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,986
shares
|
$521,564
0.03% of portfolio
|
Q4 2025
Reduced 16.34%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
2,976
shares
|
$519,817
0.36% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,976
shares
|
$519,817
0.02% of portfolio
|
Q2 2025
Added 39.92%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,968
shares
|
$518,420
0.09% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
2,967
shares
|
$518,245
0.02% of portfolio
|
Q4 2025
Reduced 8.6%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,960
shares
|
$517,023
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,923
shares
|
$510,560
0.01% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
2,922
shares
|
$510,385
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
2,892
shares
|
$505,145
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,884
shares
|
$503,748
0.06% of portfolio
|
Q3 2025
Reduced 50.99%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,873
shares
|
$501,826
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,862
shares
|
$499,905
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
2,858
shares
|
$499,206
0.03% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
2,856
shares
|
$498,857
0.13% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,840
shares
|
$496,062
0.02% of portfolio
|
Q3 2024
Reduced 34.79%
|
|