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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$209,603
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
1,192
shares
|
$208,206
0.15% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
1,190
shares
|
$207,857
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
1,189
shares
|
$207,682
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,184
shares
|
$206,809
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
1,183
shares
|
$206,634
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
1,173
shares
|
$204,887
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,170
shares
|
$204,363
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,167
shares
|
$203,839
0.0% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,163
shares
|
$203,141
0.07% of portfolio
|
Q4 2022
Reduced 2.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,151
shares
|
$201,045
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,148
shares
|
$200,521
0.01% of portfolio
|
Q3 2025
Reduced 41.46%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
1,135
shares
|
$198,250
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,118
shares
|
$195,281
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
1,102
shares
|
$192,486
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$192,137
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,100
shares
|
$192,137
0.0% of portfolio
|
Q2 2025
Added 31.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,087
shares
|
$189,866
0.0% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,063
shares
|
$185,674
0.11% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,043
shares
|
$182,180
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,037
shares
|
$181,132
0.01% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
994
shares
|
$173,621
0.02% of portfolio
|
Q2 2024
Added 98.8%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
981
shares
|
$171,351
0.02% of portfolio
|
Q4 2025
Added 14.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
972
shares
|
$169,779
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
960
shares
|
$167,683
0.03% of portfolio
|
Q3 2025
Added 2.35%
|
|