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 1,125 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 $9.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
102,318
shares
|
$17.9 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
96,562
shares
|
$16.9 Million
7.84% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
95,815
shares
|
$16.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
92,448
shares
|
$16.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Leeward Investments, LLC Ma
|
Nov 06, 2025 Q3 2025 |
89,563
shares
|
$15.6 Million
0.83% of portfolio
|
Q3 2025
Reduced 31.93%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
89,320
shares
|
$15.6 Million
2.27% of portfolio
|
Q3 2022
Reduced 13.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
89,286
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
88,997
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
87,880
shares
|
$15.3 Million
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
85,791
shares
|
$15 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
84,672
shares
|
$14.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
84,657
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
83,623
shares
|
$14.6 Million
4.33% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
83,623
shares
|
$14.6 Million
4.46% of portfolio
|
Q4 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
78,883
shares
|
$13.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
77,192
shares
|
$13.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75,633
shares
|
$13.2 Million
0.07% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
74,794
shares
|
$13.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
74,380
shares
|
$13 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
71,155
shares
|
$12.4 Million
5.67% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
68,394
shares
|
$11.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
67,038
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.31%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
66,073
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
65,905
shares
|
$11.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
65,289
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2023
Added 2.9%
|
|