iShares Russell 2000 Value EIWNETF
13F holders, Q1 2024 (March 31)952holders
6famous investors
$158.64avg. 13F price*
At the end of Q1 2024, 952 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings. The largest holders were Bank of America Corp. ($991.6M), Morgan Stanley ($964.1M) and Tiaa Trust, National Association ($410.6M). 6 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), John W. Rogers Jr. (0.1% of Ariel Investments's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $84.5M |
| Exits | 93 | $388.8M |
Ownership 952 holders
| Bank of America Corp. | 0.10% | Add +7.0% | 6,244,220 | $991.6M |
| Morgan Stanley | 0.08% | Reduce -0.4% | 6,070,561 | $964.1M |
| Tiaa Trust, National Association | 1.26% | Add +5.0% | 2,585,388 | $410.6M |
| Jones Financial Companies LLLP | 0.51% | Add +3.5% | 2,345,930 | $372.6M |
| Envestnet Asset Management Inc. | 0.12% | Add +2.2% | 1,948,531 | $309.4M |
| Starboard Value | 5.63% | Reduce -5.5% | 1,705,000 | $270.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -8.5% | 1,352,326 | $214.8M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -0.4% | 1,203,819 | $191.2M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.1% | 1,202,322 | $190.9M |
| UBS Group AG | 0.06% | Add +0.1% | 1,068,179 | $169.6M |
| D.A. Davidson & Co. | 1.46% | Add +1.5% | 1,016,936 | $161.5M |
| Wells Fargo & Company | 0.04% | Reduce -17.6% | 962,793 | $152.9M |
| Betterment LLC | 0.40% | Reduce -4.7% | 933,000 | $148.2M |
| M&T Bank Corp | 0.51% | Add +24.7% | 916,060 | $145.5M |
| Alaska Permanent Fund Corp | 1.99% | Reduce -3.6% | 850,047 | $135.0M |
| Northern Trust Corp. | 0.02% | Reduce -1.4% | 803,327 | $127.6M |
| LPL Financial LLC | 0.06% | Add +2.6% | 753,757 | $119.7M |
| US Bancorp \de | 0.16% | Add +3.3% | 714,255 | $113.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.9% | 681,582 | $108.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.5% | 572,202 | $90.9M |
| Cassaday & Co Wealth Management LLC | 2.93% | Add +2.3% | 567,513 | $90.1M |
| Royal Bank of Canada | 0.02% | Add +2.1% | 489,896 | $77.8M |
| Bailard, Inc. | 2.14% | Add +1583.1% | 488,393 | $77.6M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +34.7% | 483,223 | $76.7M |
| Victory Capital Management Inc. | 0.08% | Reduce -19.0% | 479,300 | $76.1M |
| Commerce Bank | 0.43% | Add +1.7% | 413,735 | $65.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.1% | 395,044 | $62.7M |
| Jasper Ridge Partners, L.P. | 1.93% | Reduce 0.0% | 386,668 | $61.4M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +37.8% | 359,351 | $57.1M |
| Raymond James & Associates | 0.04% | Add +46.3% | 354,748 | $56.3M |
| Badgley Phelps Wealth Managers, LLC | 1.40% | Add +0.9% | 353,363 | $56.1M |
| Facet Wealth, Inc. | 1.89% | Add +9.9% | 359,875 | $56.0M |
| Picton Mahoney Asset Management | 2.17% | Add +103.1% | 325,175 | $51.6M |
| Sei Investments Co. | 0.07% | Reduce -7.4% | 317,478 | $50.4M |
| AMG National Trust Bank | 1.45% | Reduce -2.0% | 312,347 | $49.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -7.4% | 298,612 | $47.4M |
| Whittier Trust Co. | 0.69% | Add +0.3% | 297,785 | $47.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +6.8% | 272,521 | $43.3M |
| Brown Advisory Inc. | 0.06% | Reduce -15.4% | 265,611 | $42.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -20.7% | 253,418 | $40.2M |
| Waldron Private Wealth LLC | 1.77% | Reduce -13.0% | 247,211 | $39.3M |
| MAI Capital Management | 0.40% | Add +0.2% | 243,245 | $38.6M |
| Pathstone Holdings, LLC | 0.18% | Reduce -1.0% | 241,901 | $38.4M |
| Comprehensive Financial Management LLC | 1.18% | No change | 230,481 | $36.6M |
| Stephens Group Asset Management, LLC | 3.26% | Add +0.7% | 225,060 | $35.7M |
| Cetera Investment Advisers | 0.08% | Add +211.6% | 223,660 | $35.5M |
| Choreo, LLC | 0.90% | Add +1.3% | 221,827 | $35.2M |
| Pacific Life Fund Advisors LLC | 3.39% | Reduce -5.9% | 217,693 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -25.8% | 217,339 | $34.5M |
| Citigroup Inc. | 0.04% | Add +62.7% | 215,424 | $34.2M |
| Focus Partners Wealth | 0.28% | Add +243.5% | 213,873 | $34.0M |
| Truist Financial Corp. | 0.05% | Reduce -5.1% | 212,237 | $33.7M |
| BlackRock Inc. | 0.00% | Reduce -15.7% | 194,524 | $30.9M |
| Bank of Montreal | 0.01% | Reduce -2.2% | 182,472 | $29.0M |
| Mariner, LLC | 0.06% | Reduce -13.5% | 172,339 | $27.4M |
| Whittier Trust Co. of Nevada Inc. | 0.75% | Add +1.8% | 165,174 | $26.2M |
| Quadrature Capital Ltd | 0.45% | New | 164,101 | $26.1M |
| Castleark Management LLC | 1.08% | No change | 163,710 | $26.0M |
| Modera Wealth Management, LLC | 0.39% | Reduce -0.9% | 162,910 | $25.9M |
| Courier Capital LLC | 1.67% | Reduce -1.0% | 145,572 | $23.1M |
| Duff & Phelps Investment Management Co. | 0.27% | No change | 143,990 | $22.9M |
| SVB Wealth LLC | 0.51% | Reduce -10.4% | 143,362 | $22.8M |
| Johnson Investment Counsel Inc. | 0.25% | Add +3.8% | 143,049 | $22.7M |
| Corient Private Wealth LP | 0.04% | Add +1.7% | 140,299 | $22.3M |
| Arax Advisory Partners | 2.31% | Reduce -2.0% | 137,702 | $21.9M |
| Stephens Inc. | 0.33% | Reduce -29.0% | 133,981 | $21.3M |
| Prudential Financial Inc. | 0.03% | Reduce -1.4% | 123,883 | $19.7M |
| FMR LLC | 0.00% | Add +13.8% | 122,848 | $19.5M |
| Comerica Bank | 0.08% | Add +0.3% | 117,358 | $18.6M |
| Shapiro Capital Management LLC | 0.49% | Add +4642.9% | 116,864 | $18.6M |
| Fiduciary Trust Co | 0.27% | Reduce -1.6% | 112,011 | $17.8M |
| Gendell Jeffrey L | 0.69% | Add +36.6% | 111,876 | $17.8M |
| Two Sigma Investments, LP | 0.04% | Reduce -19.7% | 111,000 | $17.6M |
| Vestcor Inc | 0.60% | No change | 110,500 | $17.5M |
| Zhang Financial LLC | 1.30% | Reduce -2.2% | 110,189 | $17.5M |
| Wellington Management Group LLP | 0.00% | Add +51.0% | 109,997 | $17.5M |
| Covenant Partners, LLC | 5.07% | Reduce -4.7% | 109,497 | $17.4M |
| Savant Capital, LLC | 0.20% | Reduce -0.7% | 109,042 | $17.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -43.4% | 107,779 | $17.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.1% | 105,809 | $16.8M |
| Moneta Group Investment Advisors LLC | 0.27% | Add +38.3% | 105,312 | $16.7M |
| Fifth Third Bancorp | 0.07% | Reduce -10.6% | 104,922 | $16.7M |
| Franklin Resources Inc. | 0.01% | Add +47.7% | 103,253 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -21.1% | 100,333 | $15.9M |
| New South Capital Management Inc. | 0.62% | Add +27.5% | 92,910 | $14.8M |
| Public Employees Retirement System of Ohio | 0.06% | Add +35.7% | 92,860 | $14.7M |
| Captrust Financial Advisors | 0.05% | Reduce -36.6% | 92,102 | $14.6M |
| Synovus Financial Corp. | 0.19% | Reduce -4.6% | 91,795 | $14.6M |
| Waverly Advisors, LLC | 0.34% | Add +19.8% | 91,602 | $14.5M |
| Aspiriant, LLC | 0.60% | Reduce -3.2% | 91,402 | $14.5M |
| Cerity Partners LLC | 0.04% | Add +2.1% | 87,658 | $13.9M |
| Avantax Planning Partners, Inc. | 0.45% | Reduce -85.2% | 87,026 | $13.8M |
| Stifel Financial Corp. | 0.02% | Reduce -16.9% | 85,287 | $13.5M |
| Flaharty Asset Management, LLC | 2.00% | Reduce -2.8% | 84,952 | $13.5M |
| Thompson Siegel & Walmsley LLC | 0.20% | Reduce -7.7% | 82,733 | $13.1M |
| Creative Planning | 0.01% | Add +5.2% | 82,674 | $13.1M |
| D. E. Shaw & Co. | 0.02% | New | 82,225 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.16% | New | 80,104 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 77,872 | $12.4M |
| Aristotle Capital Boston, LLC | 0.38% | Reduce -29.1% | 77,864 | $12.4M |
"% 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.