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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
150
shares
|
$26,200
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
150
shares
|
$26,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
150
shares
|
$26,200
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
146
shares
|
$25,501
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
145
shares
|
$25,327
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
139
shares
|
$24,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
137
shares
|
$23,929
0.01% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
137
shares
|
$23,929
0.0% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
137
shares
|
$23,929
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
131
shares
|
$22,881
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
130
shares
|
$22,707
0.01% of portfolio
|
Q1 2019
Reduced 8.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
126
shares
|
$22,008
0.01% of portfolio
|
Q3 2025
Reduced 40.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
120
shares
|
$20,960
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
120
shares
|
$20,960
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
116
shares
|
$20,261
0.01% of portfolio
|
Q3 2025
Reduced 45.54%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
115
shares
|
$20,087
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
113
shares
|
$19,737
0.01% of portfolio
|
Q1 2025
Added 79.37%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
107
shares
|
$18,689
0.01% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
107
shares
|
$18,689
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
103
shares
|
$17,991
0.0% of portfolio
|
Q4 2025
Reduced 34.39%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
102
shares
|
$17,816
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
101
shares
|
$17,641
0.01% of portfolio
|
Q3 2025
Reduced 33.11%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
100
shares
|
$17,467
0.0% of portfolio
|
Q3 2025
Reduced 92.93%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
100
shares
|
$17,467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
100
shares
|
$17,467
0.01% of portfolio
|
Q2 2022
New holding
|
|