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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
1,476
shares
|
$257,812
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
1,465
shares
|
$255,891
0.03% of portfolio
|
Q2 2024
Reduced 14.68%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,455
shares
|
$254,144
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,453
shares
|
$253,795
0.0% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,452
shares
|
$253,620
0.01% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
1,451
shares
|
$253,446
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
1,438
shares
|
$251,175
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,433
shares
|
$250,302
0.01% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,433
shares
|
$250,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,430
shares
|
$249,778
0.02% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
1,430
shares
|
$249,778
0.21% of portfolio
|
Q3 2025
Reduced 25.91%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
1,430
shares
|
$249,778
0.19% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,427
shares
|
$249,254
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,421
shares
|
$248,206
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
1,410
shares
|
$246,284
0.04% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,409
shares
|
$246,110
0.08% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,408
shares
|
$245,935
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
1,403
shares
|
$245,062
0.04% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,399
shares
|
$244,363
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,399
shares
|
$244,363
0.03% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,385
shares
|
$241,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
1,375
shares
|
$240,171
0.02% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,374
shares
|
$239,996
0.11% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
1,374
shares
|
$239,996
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
1,345
shares
|
$234,931
0.15% of portfolio
|
Q3 2025
Reduced 0.88%
|
|