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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
216
shares
|
$37,728
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
205
shares
|
$35,807
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
204
shares
|
$35,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
201
shares
|
$35,108
0.0% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
200
shares
|
$34,934
0.02% of portfolio
|
Q3 2025
Reduced 38.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
193
shares
|
$33,711
0.02% of portfolio
|
Q1 2022
Reduced 14.22%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
190
shares
|
$33,187
0.01% of portfolio
|
Q3 2024
Added 375.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
189
shares
|
$33,012
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
187
shares
|
$32,663
0.03% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
185
shares
|
$32,313
0.02% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
182
shares
|
$31,789
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
180
shares
|
$31,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
175
shares
|
$30,567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
172
shares
|
$30,043
0.0% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
171
shares
|
$29,868
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
168
shares
|
$29,344
0.01% of portfolio
|
Q2 2023
Added 0.6%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
165
shares
|
$28,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
163
shares
|
$28,471
0.0% of portfolio
|
Q3 2022
Added 1381.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
159
shares
|
$27,772
0.01% of portfolio
|
Q3 2024
Added 67.37%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
157
shares
|
$27,423
0.01% of portfolio
|
Q2 2025
Reduced 59.01%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
155
shares
|
$27,073
0.01% of portfolio
|
Q2 2023
Reduced 16.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
154
shares
|
$26,899
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
151
shares
|
$26,375
0.0% of portfolio
|
Q1 2023
Reduced 13.22%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
150
shares
|
$26,200
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
150
shares
|
$26,200
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|