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 |
|---|---|---|---|---|---|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
2,822
shares
|
$492,918
0.24% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,818
shares
|
$492,220
0.24% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,818
shares
|
$492,220
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,811
shares
|
$490,997
0.12% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,806
shares
|
$490,124
0.06% of portfolio
|
Q1 2024
Reduced 15.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,803
shares
|
$489,600
0.15% of portfolio
|
Q2 2022
Reduced 0.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
2,789
shares
|
$487,154
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
2,782
shares
|
$485,931
0.16% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,781
shares
|
$485,757
0.01% of portfolio
|
Q4 2025
Added 9.75%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
2,759
shares
|
$481,914
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,755
shares
|
$481,215
0.01% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
2,752
shares
|
$480,691
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
2,736
shares
|
$477,897
0.21% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
2,721
shares
|
$475,277
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
2,715
shares
|
$474,229
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,714
shares
|
$474,054
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,712
shares
|
$473,705
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
2,705
shares
|
$472,482
0.19% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
2,699
shares
|
$471,434
0.07% of portfolio
|
Q2 2024
Reduced 49.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,699
shares
|
$471,434
0.0% of portfolio
|
Q3 2025
Added 21.69%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,695
shares
|
$470,735
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,690
shares
|
$469,862
0.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,677
shares
|
$467,591
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,669
shares
|
$466,194
0.06% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
2,658
shares
|
$464,272
0.24% of portfolio
|
Q2 2025
Reduced 37.07%
|
|