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 |
|---|---|---|---|---|---|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
2,072
shares
|
$361,916
0.16% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
2,038
shares
|
$355,977
0.12% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
2,025
shares
|
$353,706
0.06% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,025
shares
|
$353,706
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,024
shares
|
$353,532
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,018
shares
|
$352,484
0.01% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,017
shares
|
$352,309
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,016
shares
|
$352,134
0.01% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
2,016
shares
|
$352,134
0.1% of portfolio
|
Q4 2025
Reduced 11.54%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,013
shares
|
$351,610
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
2,000
shares
|
$349,340
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
2,000
shares
|
$349,340
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$349,340
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,985
shares
|
$346,719
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,981
shares
|
$346,021
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
1,950
shares
|
$340,606
0.19% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
1,948
shares
|
$340,257
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
1,937
shares
|
$338,335
0.06% of portfolio
|
Q3 2025
Reduced 36.6%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,932
shares
|
$337,462
0.01% of portfolio
|
Q3 2025
Reduced 54.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,913
shares
|
$334,143
0.01% of portfolio
|
Q3 2025
Added 43.51%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,910
shares
|
$333,619
0.02% of portfolio
|
Q3 2025
Reduced 78.56%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,910
shares
|
$333,619
0.0% of portfolio
|
Q3 2025
Reduced 78.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,909
shares
|
$333,445
0.02% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,907
shares
|
$333,095
0.04% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
1,907
shares
|
$333,095
0.17% of portfolio
|
Q4 2025
Added 38.69%
|
|