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 $9.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
60
shares
|
$10,480
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$10,130
0.01% of portfolio
|
Q3 2023
Reduced 69.79%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
57
shares
|
$9,956
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
57
shares
|
$9,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
57
shares
|
$9,956
0.0% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
55
shares
|
$9,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
54
shares
|
$9,432
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
53
shares
|
$9,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
51
shares
|
$8,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
50
shares
|
$8,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
49
shares
|
$8,558
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
47
shares
|
$8,209
0.0% of portfolio
|
Q2 2024
Added 46.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
45
shares
|
$7,860
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
45
shares
|
$7,860
0.0% of portfolio
|
Q3 2025
Reduced 89.91%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
45
shares
|
$7,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
44
shares
|
$7,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
44
shares
|
$7,685
0.01% of portfolio
|
Q2 2025
Reduced 95.99%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
43
shares
|
$7,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
42
shares
|
$7,336
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
40
shares
|
$6,986
0.0% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
40
shares
|
$6,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
40
shares
|
$6,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
39
shares
|
$6,812
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
37
shares
|
$6,462
0.0% of portfolio
|
Q2 2025
Added 825.0%
|
|