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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,194
shares
|
$383,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
2,188
shares
|
$382,177
0.14% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,183
shares
|
$381,304
0.03% of portfolio
|
Q1 2025
Added 28.11%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
2,175
shares
|
$379,907
0.05% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
2,172
shares
|
$379,383
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,171
shares
|
$379,208
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
2,164
shares
|
$377,985
0.18% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,155
shares
|
$376,413
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,127
shares
|
$371,523
0.01% of portfolio
|
Q3 2025
Added 28.91%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
2,125
shares
|
$371,173
0.24% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
2,124
shares
|
$370,999
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,122
shares
|
$370,649
0.13% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
2,120
shares
|
$370,300
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,117
shares
|
$369,776
0.03% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,117
shares
|
$369,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,113
shares
|
$369,077
0.01% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,108
shares
|
$368,204
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,105
shares
|
$367,680
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
2,101
shares
|
$366,981
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,092
shares
|
$365,409
0.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,090
shares
|
$365,060
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,087
shares
|
$364,536
0.08% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
2,084
shares
|
$364,012
0.0% of portfolio
|
Q4 2025
Added 3.48%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,077
shares
|
$362,789
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,076
shares
|
$362,614
0.11% of portfolio
|
Q2 2024
Reduced 0.95%
|
|