Who Owns iShares Russell 2000 Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell 2000 Value ETF.
Who crossed 5% of IWN →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLCRUS 2000 VAL ETF231.1K shtrimmed | $48.4M |
| WoodTrust Financial CorpOTHER127.3K shtrimmed | $26.7M |
| RTD Financial Advisors, Inc.RUS 2000 VAL ETF49K shtrimmed | $10.3M |
| LWM ADVISORS INCRUS 2000 VAL ETF37.9K shtrimmed | $7.9M |
| Venture Visionary Partners LLCRUS 2000 VAL ETF35.4K shadded | $7.4M |
| TITLEIST ASSET MANAGEMENT, LLCRUS 2000 VAL ETF34K shadded | $7.1M |
| FELL CAPITAL MANAGEMENT /ADVRUS 2000 VAL ETF27.4K shadded | $5.7M |
| Farther Finance Advisors, LLCETF21.6K shadded | $4.5M |
| Atlas Brown,Inc.ETF19.9K shtrimmed | $4.2M |
| Prosperity Planning, Inc.RUS 2000 VAL ETF17.7K shtrimmed | $3.7M |
| Apella Capital, LLCRUS 2000 VAL ETF12.2K shadded | $2.6M |
| Graves Light Lenhart Wealth, Inc.RUS 2000 VAL ETF8.7K shtrimmed | $1.8M |
| Veery Capital, LLCRUS 2000 VAL ETF7.4K shtrimmed | $1.5M |
| Valeo Financial Advisors, LLCETF7K shadded | $1.5M |
| Aletheian Wealth Advisors LLCRUS 2000 VAL ETF6.8K shadded | $1.4M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund5.3K shtrimmed | $1.1M |
| DAVIDSON TRUST COEquities5K shtrimmed | $1M |
| Wedmont Private CapitalRUS 2000 VAL ETF4.9K shadded | $1M |
| ELEVATION WEALTH PARTNERS, LLCRUS 2000 VAL ETF3.9K shadded | $815.7K |
| GAMMA Investing LLCETF3.4K shheld | $712.8K |
| Friday FinancialRUS 2000 VAL ETF3.2K shadded | $669.1K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2.9K shheld | $606.6K |
| Emergent Wealth Advisors, LLCRUS 2000 VAL ETF2.4K shadded | $506.9K |
| AMERICAN NATIONAL BANK & TRUSTRUS 2000 VAL ETF2.3K shheld | $473.4K |
| SAPIENT CAPITAL LLCRUS 2000 VAL ETF2.2K shheld | $466.9K |
| Paragon Capital Management LtdRUS 2000 VAL ETF2.2K shadded | $465.8K |
| CHAPIN DAVIS, INC.RUS 2000 VAL ETF1.9K shtrimmed | $387.7K |
| STEPH & CORUS 2000 VAL ETF1.7K shtrimmed | $357.7K |
| CONGRESS ASSET MANAGEMENT COCOM1.7K sh— | $355.6K |
| DECISION INVESTMENTS, INCRUS 2000 VAL ETF1.6K shheld | $341K |
| DIVERSIFIED MANAGEMENT INCRUS 2000 VAL ETF1.5K shadded | $306.6K |
| FINANCIAL MANAGEMENT NETWORK INCRUS 2000 VAL ETF1.3K shtrimmed | $286.2K |
| Balefire, LLCRUS 2000 VAL ETF1.4K shtrimmed | $283.4K |
| Avidian Wealth Enterprises, LLCRUS 2000 VAL ETF1.3K shadded | $276.1K |
| ROCKLAND TRUST CORUS 2000 VAL ETF1.2K shheld | $259.5K |
| PROFESSIONAL ADVISORY SERVICES INCCOM1.2K shheld | $258K |
| M.E. ALLISON & CO., INC.RUS 2000 VAL ETF1.2K shadded | $252.3K |
| Canandaigua National Trust Co of FloridaCom1.2K shheld | $250.3K |
| Cambridge Financial Group, LLCRUS 2000 VAL ETF1.1K shheld | $243.3K |
| Wealth Enhancement Trust Services, Inc.RUS 2000 VAL ETF1.1K shadded | $224.9K |
| Grove Bank & TrustRUS 2000 VAL ETF659 shheld | $138K |
| Dorato Capital ManagementRUS 2000 VAL ETF656 shheld | $137.8K |
| EASTERN BANKRUS 2000 VAL ETF606 shadded | $126.9K |
| ATWOOD & PALMER INCCOM439 shheld | $91.9K |
| Marquette Asset Management, LLCRUS 2000 VAL ETF393 shheld | $82.3K |
| Bangor Savings BankRUS 2000 VAL ETF337 shheld | $70.6K |
| TOMPKINS FINANCIAL CORPRUS 2000 VAL ETF175 shheld | $36.7K |
| Pacifica Partners Inc.RUS 2000 VAL ETF137 shheld | $28.8K |
| CoreCap Advisors, LLCETF132 shadded | $27.6K |
| Horizons Wealth ManagementETF100 shheld | $20.9K |
| VALLEY WEALTH MANAGERS, INC.ETF63 shheld | $13.2K |
| Trust CoETF2 sh— | $377 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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