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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
100
shares
|
$17,467
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
100
shares
|
$17,467
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$16,418
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
93
shares
|
$16,244
0.0% of portfolio
|
Q3 2025
Reduced 95.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
91
shares
|
$15,894
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
86
shares
|
$15,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
85
shares
|
$14,846
0.01% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
85
shares
|
$14,846
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
81
shares
|
$14,148
0.0% of portfolio
|
Q3 2025
Reduced 49.69%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
78
shares
|
$13,624
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
78
shares
|
$13,624
0.0% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
76
shares
|
$13,274
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
72
shares
|
$12,576
0.01% of portfolio
|
Q4 2025
Reduced 14.29%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
72
shares
|
$12,576
0.01% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
70
shares
|
$12,226
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
70
shares
|
$12,226
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
68
shares
|
$11,877
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
67
shares
|
$11,702
0.0% of portfolio
|
Q3 2025
Added 81.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
67
shares
|
$11,702
0.0% of portfolio
|
Q3 2025
Added 81.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
66
shares
|
$11,528
0.01% of portfolio
|
Q2 2022
Reduced 90.91%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
66
shares
|
$11,528
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
64
shares
|
$11,178
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
63
shares
|
$11,004
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
63
shares
|
$11,004
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
62
shares
|
$10,829
0.05% of portfolio
|
Q3 2025
Reduced 38.0%
|
|