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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,902
shares
|
$332,222
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,901
shares
|
$332,047
0.01% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,876
shares
|
$327,680
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
1,856
shares
|
$324,187
0.08% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
1,852
shares
|
$323,488
0.02% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
1,848
shares
|
$322,790
0.37% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,838
shares
|
$321,043
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,826
shares
|
$318,947
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$318,772
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
1,820
shares
|
$317,899
0.08% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,806
shares
|
$315,454
0.03% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
1,805
shares
|
$315,279
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
1,803
shares
|
$314,930
0.01% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
1,785
shares
|
$311,785
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,777
shares
|
$310,388
0.02% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
1,776
shares
|
$310,213
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
1,766
shares
|
$308,467
0.01% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
1,765
shares
|
$308,292
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
1,758
shares
|
$307,069
0.05% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
1,757
shares
|
$306,895
0.04% of portfolio
|
Q3 2023
Reduced 4.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,750
shares
|
$305,672
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
1,747
shares
|
$305,148
0.06% of portfolio
|
Q4 2025
Reduced 6.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,735
shares
|
$303,052
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,734
shares
|
$302,877
0.14% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,731
shares
|
$302,353
0.4% of portfolio
|
Q4 2023
Reduced 0.86%
|
|