iShares Russell 2000 Value EIWNETF
13F holders, Q2 2024 (June 30)930holders −22
63new positions
86sold out
5famous investors
$150.52avg. 13F price*
At the end of Q2 2024, 930 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 22 from Q1 2024. 63 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($748.1M) and Tiaa Trust, National Association ($398.8M). 5 famous investors held it, including Jeff Smith (4.5% of Starboard Value's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and John W. Rogers Jr. (0.0% of Ariel Investments'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $346.9M |
| Exits | 86 | $120.8M |
All 13F filers, Q1 2024 → Q2 2024: 5,223,447 shares bought and 5,683,891 shares sold, net −460,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 930 holders
| Bank of America Corp. | 0.10% | Add +6.8% | 6,665,967 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -19.1% | 4,912,039 | $748.1M |
| Tiaa Trust, National Association | 1.23% | Add +1.9% | 2,634,629 | $398.8M |
| Jones Financial Companies LLLP | 0.44% | Add +5.6% | 2,477,240 | $377.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +0.4% | 1,955,890 | $297.9M |
| Starboard Value | 4.55% | Reduce -24.9% | 1,280,000 | $194.9M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -0.8% | 1,192,760 | $181.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -18.6% | 1,101,454 | $167.8M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -13.7% | 1,038,778 | $158.2M |
| D.A. Davidson & Co. | 1.40% | Add +1.7% | 1,034,129 | $157.5M |
| UBS Group AG | 0.05% | Reduce -4.7% | 1,017,823 | $155.0M |
| M&T Bank Corp | 0.50% | Add +4.5% | 957,311 | $145.8M |
| Alaska Permanent Fund Corp | 2.16% | No change | 850,047 | $145.5M |
| Wells Fargo & Company | 0.04% | Reduce -5.6% | 908,512 | $138.4M |
| Betterment LLC | 0.35% | Reduce -4.2% | 893,505 | $136.1M |
| LPL Financial LLC | 0.06% | Add +8.9% | 820,669 | $125.0M |
| US Bancorp \de | 0.16% | Add +7.2% | 765,486 | $116.6M |
| State Board of Administration of Florida Retirement System | 0.22% | New | 720,322 | $109.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +16.9% | 669,000 | $101.9M |
| Northern Trust Corp. | 0.02% | Reduce -21.5% | 630,835 | $96.1M |
| Cassaday & Co Wealth Management LLC | 2.78% | Add +2.2% | 579,767 | $88.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.5% | 562,084 | $85.6M |
| Facet Wealth, Inc. | 2.21% | Add +17.2% | 421,667 | $71.9M |
| Manufacturers Life Insurance Company, The | 0.07% | New | 464,349 | $70.7M |
| Royal Bank of Canada | 0.02% | Reduce -8.2% | 449,896 | $68.5M |
| Victory Capital Management Inc. | 0.07% | Reduce -7.5% | 443,200 | $67.5M |
| Focus Partners Wealth | 0.23% | Add +98.7% | 424,902 | $67.0M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +10.2% | 395,905 | $60.3M |
| Commerce Bank | 0.37% | Reduce -9.1% | 376,197 | $57.3M |
| Wolverine Trading, LLC | 0.88% | New | 353,752 | $53.9M |
| Badgley Phelps Wealth Managers, LLC | 1.32% | Reduce -0.5% | 351,528 | $53.5M |
| Jasper Ridge Partners, L.P. | 1.71% | Reduce -10.4% | 346,539 | $52.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.4% | 318,298 | $48.5M |
| AMG National Trust Bank | 1.28% | Reduce -0.5% | 310,823 | $47.3M |
| Whittier Trust Co. | 0.67% | Add +4.2% | 310,339 | $47.3M |
| Pathstone Holdings, LLC | 0.21% | Add +25.4% | 303,376 | $46.2M |
| Sei Investments Co. | 0.06% | Reduce -6.3% | 297,554 | $45.3M |
| Raymond James & Associates | 0.03% | Reduce -21.7% | 277,906 | $42.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.0% | 267,070 | $40.7M |
| Waldron Private Wealth LLC | 1.66% | Reduce -1.4% | 243,783 | $37.1M |
| MAI Capital Management | 0.36% | Reduce -1.8% | 238,923 | $36.4M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -51.6% | 233,837 | $35.6M |
| Comprehensive Financial Management LLC | 1.24% | No change | 230,481 | $35.1M |
| Choreo, LLC | 0.58% | Add +2.7% | 227,825 | $34.4M |
| Stephens Group Asset Management, LLC | 3.12% | Reduce -0.1% | 224,950 | $34.3M |
| Cetera Investment Advisers | 0.08% | Reduce -0.6% | 222,327 | $33.9M |
| Picton Mahoney Asset Management | 1.42% | Reduce -32.7% | 218,770 | $33.3M |
| BlackRock Inc. | 0.00% | Add +10.5% | 214,968 | $32.7M |
| Pacific Life Fund Advisors LLC | 3.25% | Reduce -1.7% | 213,971 | $32.6M |
| Truist Financial Corp. | 0.05% | Reduce -4.9% | 201,915 | $30.8M |
| FMR LLC | 0.00% | Add +60.8% | 197,594 | $30.1M |
| Brown Advisory Inc. | 0.04% | Reduce -26.2% | 195,995 | $29.9M |
| Citigroup Inc. | 0.03% | Reduce -9.4% | 195,126 | $29.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -36.2% | 190,447 | $29.0M |
| Bank of Montreal | 0.01% | Reduce -0.5% | 181,513 | $28.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Add +71.1% | 184,413 | $28.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.6% | 181,380 | $27.6M |
| Whittier Trust Co. of Nevada Inc. | 0.72% | Add +3.2% | 170,487 | $26.0M |
| Mariner, LLC | 0.05% | Reduce -2.4% | 168,228 | $25.6M |
| Castleark Management LLC | 1.02% | No change | 163,710 | $24.9M |
| Modera Wealth Management, LLC | 0.36% | Reduce -2.4% | 159,000 | $24.2M |
| WoodTrust Financial Corp | 3.52% | New | 148,759 | $22.7M |
| Corient Private Wealth LP | 0.04% | Add +5.2% | 147,559 | $22.4M |
| Johnson Investment Counsel Inc. | 0.23% | Add +2.3% | 146,305 | $22.3M |
| Courier Capital LLC | 1.76% | Reduce -0.1% | 145,347 | $22.1M |
| Wellington Management Group LLP | 0.00% | Add +23.5% | 135,836 | $20.7M |
| Arax Advisory Partners | 1.98% | Reduce -3.2% | 133,267 | $20.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -51.0% | 124,235 | $18.9M |
| Gendell Jeffrey L | 0.65% | Add +8.9% | 121,876 | $18.6M |
| D. E. Shaw & Co. | 0.03% | Add +43.8% | 118,210 | $18.0M |
| Prudential Financial Inc. | 0.03% | Reduce -6.7% | 115,601 | $17.6M |
| Comerica Bank | 0.07% | Reduce -1.6% | 115,498 | $17.6M |
| Janus Henderson Group PLC | 0.01% | New | 113,367 | $17.3M |
| SVB Wealth LLC | 0.42% | Reduce -21.9% | 111,892 | $17.0M |
| Vestcor Inc | 0.57% | No change | 110,500 | $16.8M |
| Fiduciary Trust Co | 0.25% | Reduce -2.0% | 109,764 | $16.7M |
| Atom Investors LP | 1.67% | New | 109,387 | $16.7M |
| Savant Capital, LLC | 0.17% | Add +0.0% | 109,054 | $16.6M |
| Zhang Financial LLC | 1.14% | Reduce -3.0% | 106,851 | $16.3M |
| Covenant Partners, LLC | 4.77% | Reduce -6.0% | 102,934 | $15.7M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -5.3% | 99,772 | $15.2M |
| Fifth Third Bancorp | 0.06% | Reduce -5.2% | 99,475 | $15.2M |
| Thompson Siegel & Walmsley LLC | 0.24% | Add +18.5% | 98,041 | $14.9M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.8% | 96,507 | $14.7M |
| Cerity Partners LLC | 0.04% | Add +8.8% | 95,324 | $14.5M |
| Stephens Inc. | 0.22% | Reduce -30.9% | 92,615 | $14.1M |
| Synovus Financial Corp. | 0.18% | Reduce -0.8% | 91,011 | $13.9M |
| Aspiriant, LLC | 0.55% | Reduce -2.4% | 89,190 | $13.6M |
| HSBC Holdings PLC | 0.01% | Add +77.0% | 88,808 | $13.5M |
| Creative Planning | 0.01% | Add +3.1% | 85,217 | $13.0M |
| Waverly Advisors, LLC | 0.25% | Reduce -7.8% | 84,412 | $12.9M |
| CW Advisors, LLC | 0.20% | Add +7.2% | 81,362 | $12.4M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Add +0.5% | 80,466 | $12.3M |
| Susquehanna International Group, LLP | 0.02% | Add +502.8% | 80,091 | $12.2M |
| Two Sigma Investments, LP | 0.03% | Reduce -28.0% | 79,900 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 79,671 | $12.1M |
| Powell Investment Advisors, LLC | 6.25% | Add +2.8% | 79,240 | $12.1M |
| Principal Financial Group Inc. | 0.01% | Add +21.2% | 77,750 | $11.8M |
| Captrust Financial Advisors | 0.04% | Reduce -15.6% | 77,742 | $11.8M |
| New South Capital Management Inc. | 0.51% | Reduce -19.0% | 75,296 | $11.5M |
"% 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.