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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
53,114
shares
|
$9.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
52,985
shares
|
$9.25 Million
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
52,499
shares
|
$9.17 Million
2.46% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
51,981
shares
|
$9.08 Million
2.23% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
51,692
shares
|
$9.03 Million
0.08% of portfolio
|
Q3 2025
Added 232.87%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
51,667
shares
|
$9.02 Million
0.0% of portfolio
|
Q3 2025
Added 40.41%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
51,086
shares
|
$8.92 Million
0.01% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
49,748
shares
|
$8.69 Million
0.04% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
49,557
shares
|
$8.66 Million
0.03% of portfolio
|
Q3 2025
Added 74.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
49,308
shares
|
$8.61 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
49,182
shares
|
$8.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
49,167
shares
|
$8.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
46,394
shares
|
$8.1 Million
3.67% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
46,087
shares
|
$8.05 Million
0.06% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
45,322
shares
|
$7.92 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
44,965
shares
|
$7.85 Million
0.1% of portfolio
|
Q3 2025
Added 109.46%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
44,534
shares
|
$7.78 Million
3.38% of portfolio
|
Q2 2023
Reduced 2.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
44,474
shares
|
$7.77 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
43,625
shares
|
$7.62 Million
3.19% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
42,609
shares
|
$7.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
42,236
shares
|
$7.38 Million
0.3% of portfolio
|
Q3 2025
Reduced 56.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
40,861
shares
|
$7.14 Million
0.04% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
40,048
shares
|
$7 Million
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
38,729
shares
|
$6.76 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
38,271
shares
|
$6.68 Million
4.32% of portfolio
|
Q3 2025
Added 39.33%
|
|