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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
2,654
shares
|
$463,574
0.03% of portfolio
|
Q4 2025
Reduced 9.79%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,581
shares
|
$450,823
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,580
shares
|
$450,648
0.11% of portfolio
|
Q3 2021
Added 21.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,579
shares
|
$450,473
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,557
shares
|
$446,631
0.09% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
2,530
shares
|
$441,915
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,516
shares
|
$439,469
0.05% of portfolio
|
Q3 2022
Added 7.38%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$438,596
0.07% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,510
shares
|
$438,421
0.17% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2,503
shares
|
$437,199
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,500
shares
|
$436,674
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
2,496
shares
|
$435,976
0.03% of portfolio
|
Q4 2022
Reduced 1.5%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
2,478
shares
|
$432,832
0.06% of portfolio
|
Q2 2025
Reduced 38.54%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
2,474
shares
|
$432,133
0.09% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
2,473
shares
|
$431,958
0.02% of portfolio
|
Q4 2025
Reduced 7.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
2,472
shares
|
$431,784
0.04% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,472
shares
|
$431,784
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,471
shares
|
$431,609
0.0% of portfolio
|
Q3 2025
Added 94.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,471
shares
|
$431,609
0.15% of portfolio
|
Q3 2022
Reduced 1.59%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
2,469
shares
|
$431,260
0.29% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,467
shares
|
$430,910
0.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,456
shares
|
$428,989
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
2,448
shares
|
$427,592
0.03% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
2,443
shares
|
$426,718
0.16% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
2,426
shares
|
$423,749
0.03% of portfolio
|
Q4 2025
Added 49.38%
|
|