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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
957
shares
|
$167,159
0.13% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
946
shares
|
$165,237
0.03% of portfolio
|
Q2 2025
Added 292.53%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
940
shares
|
$164,189
0.03% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
940
shares
|
$164,189
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
939
shares
|
$164,015
0.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
925
shares
|
$161,569
0.01% of portfolio
|
Q2 2024
Reduced 25.16%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
925
shares
|
$161,569
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
912
shares
|
$159,299
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
880
shares
|
$153,709
0.04% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
870
shares
|
$151,962
0.0% of portfolio
|
Q4 2025
Reduced 20.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
823
shares
|
$143,753
0.02% of portfolio
|
Q1 2025
Added 57.36%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
811
shares
|
$141,657
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
810
shares
|
$141,482
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
807
shares
|
$140,958
0.01% of portfolio
|
Q4 2024
Reduced 67.22%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
793
shares
|
$138,513
0.01% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
785
shares
|
$137,115
0.06% of portfolio
|
Q3 2025
Reduced 24.81%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
782
shares
|
$136,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
772
shares
|
$134,845
0.02% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
758
shares
|
$132,399
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
756
shares
|
$132,050
0.07% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
754
shares
|
$131,701
0.02% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
725
shares
|
$126,635
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
720
shares
|
$125,762
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
716
shares
|
$125,063
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
685
shares
|
$119,648
0.05% of portfolio
|
Q3 2024
Reduced 34.7%
|
|