iShares Russell 2000 Value EIWNETF
13F holders, Q2 2026 (June 30)1,081holders +46
90new positions
44sold out
6famous investors
$221.11avg. 13F price*
At the end of Q2 2026, 1,081 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 46 from Q1 2026. 90 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($937.6M) and Envestnet Asset Management Inc. ($473.0M). 6 famous investors held it, including John W. Rogers Jr. (0.2% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $82.7M |
| Exits | 44 | $132.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,105,272 shares bought and 2,822,673 shares sold, net −717,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,081 holders
| Bank of America Corp. | 0.09% | Add +1.0% | 6,186,337 | $1.4B |
| Morgan Stanley | 0.05% | Reduce -2.8% | 4,238,800 | $937.6M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -0.3% | 2,138,426 | $473.0M |
| TIAA Wealth Investment Management LLC | 2.21% | Reduce -3.2% | 1,495,599 | $330.9M |
| D.A. Davidson & Co. | 1.57% | Add +0.6% | 1,281,525 | $283.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.93% | Add +1.5% | 1,218,672 | $269.6M |
| M&T Bank Corp | 0.78% | Add +16.0% | 1,198,061 | $265.0M |
| LPL Financial LLC | 0.06% | Add +9.8% | 1,166,269 | $258.0M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -0.9% | 1,090,896 | $241.3M |
| Vaughan Nelson Investment Management, L.P. | 1.72% | Reduce -20.9% | 876,999 | $194.0M |
| Wells Fargo & Company | 0.03% | Reduce -1.2% | 866,095 | $191.6M |
| HSBC Holdings PLC | 0.09% | Add +0.4% | 862,739 | $190.8M |
| UBS Group AG | 0.03% | Reduce -8.7% | 766,604 | $169.6M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -4.7% | 756,672 | $167.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.3% | 696,081 | $154.0M |
| Cassaday & Co Wealth Management LLC | 2.72% | Add +1.5% | 654,442 | $144.8M |
| Betterment LLC | 0.24% | Reduce -3.8% | 646,889 | $143.1M |
| Northern Trust Corp. | 0.02% | Reduce -1.3% | 599,858 | $132.7M |
| Royal Bank of Canada | 0.02% | Reduce -11.4% | 490,973 | $108.6M |
| Bailard, Inc. | 2.19% | Add +617.1% | 485,652 | $107.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.0% | 454,981 | $100.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -3.3% | 433,434 | $95.9M |
| Pathstone Holdings, LLC | 0.26% | Reduce -2.0% | 406,524 | $89.9M |
| Badgley Phelps Wealth Managers, LLC | 1.54% | Add +2.0% | 397,941 | $88.0M |
| Focus Partners Wealth | 0.07% | Reduce -3.0% | 329,024 | $72.8M |
| Wellington Management Group LLP | 0.01% | Add +138.7% | 325,490 | $72.0M |
| Jones Financial Companies LLLP | 0.03% | Add +5.0% | 316,264 | $70.0M |
| Commerce Bank | 0.30% | Reduce -3.5% | 310,507 | $68.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 278,097 | $61.5M |
| Cetera Investment Advisers | 0.05% | Add +3.4% | 258,987 | $57.3M |
| MAI Capital Management | 0.22% | Add +0.1% | 257,908 | $57.0M |
| Sei Investments Co. | 0.05% | Reduce -2.6% | 251,170 | $55.6M |
| Choreo, LLC | 0.59% | Reduce -0.3% | 243,333 | $53.8M |
| Whittier Trust Co. | 0.52% | Add +20.5% | 240,327 | $53.3M |
| Stephens Group Asset Management, LLC | 2.92% | Reduce -1.6% | 233,866 | $51.7M |
| AMG National Trust Bank | 1.06% | Reduce -2.0% | 233,018 | $51.5M |
| Comprehensive Financial Management LLC | 1.67% | No change | 230,481 | $51.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 219,517 | $48.8M |
| Brown Advisory Inc. | 0.07% | Reduce -2.9% | 206,035 | $45.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.0% | 197,501 | $43.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -0.2% | 188,771 | $41.8M |
| FMR LLC | 0.00% | Add +4.8% | 185,568 | $41.0M |
| Fifth Third Bancorp | 0.06% | Reduce -2.7% | 177,121 | $39.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -16.2% | 176,936 | $38.9M |
| US Bancorp \de | 0.04% | Reduce -0.3% | 175,233 | $38.8M |
| Waldron Private Wealth LLC | 1.25% | Reduce -2.3% | 162,783 | $36.0M |
| Mariner, LLC | 0.04% | Reduce -0.6% | 158,339 | $35.0M |
| Arax Advisory Partners | 0.23% | Add +36.9% | 155,456 | $34.3M |
| Osaic Holdings, Inc. | 0.04% | Add +16.5% | 151,968 | $33.6M |
| BNP Paribas Financial Markets | 0.02% | Add +11.1% | 151,230 | $33.5M |
| Susquehanna International Group, LLP | 0.03% | Add +689.4% | 150,704 | $33.3M |
| Bank of Montreal | 0.01% | Reduce -4.4% | 147,412 | $32.6M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -0.3% | 147,065 | $32.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Reduce -39.2% | 141,743 | $31.4M |
| WoodTrust Financial Corp | 3.47% | Reduce -7.2% | 132,146 | $29.2M |
| Johnson Investment Counsel Inc. | 0.21% | Reduce -7.8% | 132,012 | $29.2M |
| Whittier Trust Co. of Nevada Inc. | 0.54% | Add +19.3% | 131,921 | $29.0M |
| Courier Capital LLC | 1.44% | Reduce -15.6% | 130,333 | $28.8M |
| Modera Wealth Management, LLC | 0.31% | Reduce -0.4% | 130,222 | $28.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.6% | 128,463 | $28.4M |
| Jupiter Topco LLC | 0.01% | — | 125,708 | $27.8M |
| Truist Financial Corp. | 0.03% | Reduce -11.6% | 124,455 | $27.5M |
| AQR Capital Management | 0.01% | Add +11.4% | 121,763 | $26.9M |
| Corient Private Wealth LP | 0.04% | Add +9.8% | 119,244 | $26.4M |
| Captrust Financial Advisors | 0.04% | Add +6.3% | 117,434 | $26.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -42.7% | 116,250 | $25.7M |
| Powell Investment Advisors, LLC | 8.05% | Reduce -0.2% | 115,249 | $25.5M |
| BlackRock, Inc. | 0.00% | Reduce -18.3% | 113,932 | $25.2M |
| Flow Traders U.S. LLC | 1.00% | Add +15.9% | 109,004 | $24.1M |
| Cerity Partners LLC | 0.03% | Add +1.3% | 106,257 | $23.5M |
| Zhang Financial LLC | 0.63% | Reduce -1.4% | 97,906 | $21.7M |
| Victory Capital Management Inc. | 0.01% | Add +0.4% | 96,000 | $21.2M |
| Elite Financial, Inc. | 8.54% | Reduce -0.9% | 95,544 | $21.1M |
| National Bank of Canada | 0.02% | Add +1.8% | 92,482 | $20.5M |
| Pinnacle Financial Partners, Inc. | 0.14% | Reduce -0.1% | 92,369 | $20.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.8% | 90,894 | $20.1M |
| Creative Planning | 0.01% | Add +1.3% | 90,616 | $20.0M |
| Savant Capital, LLC | 0.06% | Add +3.5% | 87,713 | $19.4M |
| Fiduciary Trust Co | 0.21% | Reduce -0.9% | 87,471 | $19.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.8% | 85,664 | $18.9M |
| Hilltop Partners LLC | 4.47% | New | 83,327 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 93,167 | $17.7M |
| Aspiriant, LLC | 0.43% | Reduce -0.6% | 79,419 | $17.6M |
| Waverly Advisors, LLC | 0.10% | Reduce -1.3% | 78,706 | $17.4M |
| Ariel Investments | 0.17% | Add +17.2% | 76,697 | $17.0M |
| Wealthspire Advisors, LLC | 0.09% | Add +0.7% | 76,439 | $16.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.6% | 75,271 | $16.6M |
| Stifel Financial Corp. | 0.01% | Add +9.1% | 75,085 | $16.6M |
| Strategic Equity Management | 5.43% | Add +6.7% | 73,135 | $16.2M |
| Thompson Siegel & Walmsley LLC | 0.29% | Reduce -13.9% | 72,054 | $15.9M |
| Silvercrest Asset Management Group LLC | 0.10% | Reduce -21.4% | 71,760 | $15.9M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -1.7% | 70,287 | $15.5M |
| Hillcrest Wealth Advisors - NY, LLC | 5.54% | Reduce -0.8% | 70,047 | $15.5M |
| Jasper Ridge Partners, L.P. | 0.31% | Reduce -79.3% | 66,631 | $14.7M |
| Tiaa Trust, National Association | 0.87% | Reduce -1.1% | 66,250 | $14.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -19.7% | 65,608 | $14.5M |
| Cresset Asset Management, LLC | 0.05% | Add +7.3% | 65,424 | $14.5M |
| Stephens Inc. | 0.15% | Add +4.0% | 61,531 | $13.6M |
| NewEdge Advisors, LLC | 0.04% | Add +105.7% | 61,284 | $13.6M |
| Sonata Capital Group Inc. | 4.32% | Reduce -0.7% | 60,479 | $13.4M |
"% of holder's portfolio" is IWN's weight in each manager's 13F, not the share of iShares Russell 2000 Value E the manager owns.