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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,421
shares
|
$422,876
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,414
shares
|
$421,653
0.1% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,413
shares
|
$421,478
0.06% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,406
shares
|
$420,256
0.57% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
2,397
shares
|
$418,683
0.24% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,383
shares
|
$416,238
0.01% of portfolio
|
Q3 2025
Added 51.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,378
shares
|
$415,365
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,375
shares
|
$414,841
0.11% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,369
shares
|
$413,793
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,363
shares
|
$412,745
0.0% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
2,353
shares
|
$410,998
0.14% of portfolio
|
Q4 2025
Added 9.24%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,347
shares
|
$409,950
0.04% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,321
shares
|
$405,409
0.16% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,320
shares
|
$405,234
0.05% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,315
shares
|
$404,361
0.01% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,294
shares
|
$400,692
0.87% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
2,276
shares
|
$397,548
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
2,275
shares
|
$397,374
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,266
shares
|
$395,802
0.03% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,260
shares
|
$394,754
0.04% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,251
shares
|
$393,182
0.05% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
2,249
shares
|
$392,832
0.12% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
2,237
shares
|
$390,736
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,222
shares
|
$388,116
0.21% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
2,204
shares
|
$384,972
0.07% of portfolio
|
Q3 2025
Reduced 33.99%
|
|