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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,725
shares
|
$301,305
0.0% of portfolio
|
Q4 2022
Added 7.75%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,720
shares
|
$300,432
0.02% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,711
shares
|
$298,860
0.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,711
shares
|
$298,860
0.05% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
1,706
shares
|
$297,987
0.01% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,704
shares
|
$297,637
0.02% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$296,939
0.01% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,695
shares
|
$296,065
0.17% of portfolio
|
Q3 2025
Added 22.74%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
1,689
shares
|
$295,017
0.06% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,688
shares
|
$294,842
0.01% of portfolio
|
Q4 2023
Added 3.67%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
1,688
shares
|
$294,842
0.06% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
1,672
shares
|
$292,048
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
1,668
shares
|
$291,349
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
1,665
shares
|
$290,825
0.04% of portfolio
|
Q3 2024
Added 1287.5%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
1,657
shares
|
$289,428
0.06% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,656
shares
|
$289,253
0.02% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
1,651
shares
|
$288,380
0.04% of portfolio
|
Q3 2025
Reduced 22.12%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,646
shares
|
$287,506
0.04% of portfolio
|
Q1 2023
Reduced 2.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,638
shares
|
$286,109
0.08% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,622
shares
|
$283,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
1,621
shares
|
$283,140
0.13% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
1,619
shares
|
$282,790
0.09% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
1,611
shares
|
$281,393
0.16% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,585
shares
|
$276,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
1,578
shares
|
$275,629
0.05% of portfolio
|
Q2 2025
Reduced 15.97%
|
|