iShares Russell 2000 Value EIWNETF
13F holders, Q3 2024 (September 30)977holders +47
93new positions
46sold out
5famous investors
$166.53avg. 13F price*
At the end of Q3 2024, 977 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 47 from Q2 2024. 93 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($865.9M) and Tiaa Trust, National Association ($455.9M). 5 famous investors held it, including Jeff Smith (4.8% of Starboard Value's portfolio), John W. Rogers Jr. (0.0% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $72.5M |
| Exits | 46 | $239.8M |
All 13F filers, Q2 2024 → Q3 2024: 4,392,168 shares bought and 5,374,671 shares sold, net −982,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 977 holders
| Bank of America Corp. | 0.09% | Reduce -5.2% | 6,318,138 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.7% | 5,190,896 | $865.9M |
| Tiaa Trust, National Association | 1.36% | Add +3.7% | 2,732,711 | $455.9M |
| Jones Financial Companies LLLP | 0.44% | Add +4.3% | 2,584,653 | $430.0M |
| Envestnet Asset Management Inc. | 0.11% | Add +1.0% | 1,975,810 | $329.6M |
| Alaska Permanent Fund Corp | 3.46% | Add +66.5% | 1,414,873 | $236.0M |
| Starboard Value | 4.81% | Add +5.9% | 1,355,000 | $226.0M |
| PNC Financial Services Group, Inc. | 0.13% | Add +0.6% | 1,199,444 | $200.1M |
| M&T Bank Corp | 0.63% | Add +20.6% | 1,154,299 | $192.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.7% | 1,083,119 | $180.7M |
| D.A. Davidson & Co. | 1.45% | Add +1.5% | 1,049,996 | $175.2M |
| LPL Financial LLC | 0.08% | Add +23.4% | 1,013,108 | $169.0M |
| UBS Group AG | 0.05% | Reduce -1.5% | 1,002,484 | $167.2M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -10.2% | 932,468 | $155.6M |
| Betterment LLC | 0.35% | Reduce -2.7% | 869,731 | $145.1M |
| Wells Fargo & Company | 0.04% | Reduce -4.8% | 864,974 | $144.3M |
| US Bancorp \de | 0.15% | Reduce -5.5% | 723,575 | $120.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.5% | 686,051 | $114.4M |
| Vaughan Nelson Investment Management, L.P. | 0.99% | Add +1457.3% | 665,455 | $111.0M |
| JPMorgan Chase & Co. | 0.01% | Add +12.5% | 632,207 | $105.5M |
| Northern Trust Corp. | 0.02% | Reduce -2.7% | 613,647 | $102.4M |
| Cassaday & Co Wealth Management LLC | 2.80% | Add +2.3% | 593,076 | $98.9M |
| Bailard, Inc. | 2.20% | Add +789.0% | 506,937 | $84.6M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 470,337 | $78.5M |
| Facet Wealth, Inc. | 2.10% | Add +6.5% | 448,983 | $73.8M |
| Commerce Bank | 0.37% | Reduce -2.9% | 365,226 | $60.9M |
| Badgley Phelps Wealth Managers, LLC | 1.37% | Add +0.6% | 353,739 | $59.0M |
| Jasper Ridge Partners, L.P. | 1.65% | No change | 346,539 | $57.8M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -19.2% | 319,734 | $53.3M |
| Victory Capital Management Inc. | 0.05% | Reduce -28.2% | 318,300 | $53.1M |
| Whittier Trust Co. | 0.69% | Reduce -0.5% | 308,724 | $51.5M |
| Pathstone Holdings, LLC | 0.23% | Add +0.1% | 303,706 | $50.7M |
| AMG National Trust Bank | 1.37% | Reduce -2.5% | 303,068 | $50.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.8% | 280,657 | $46.8M |
| Pacific Life Fund Advisors LLC | 4.38% | Add +24.2% | 265,714 | $44.3M |
| Sei Investments Co. | 0.06% | Reduce -10.8% | 265,540 | $44.3M |
| BNP Paribas Financial Markets | 0.04% | Add +308.4% | 264,950 | $44.2M |
| Raymond James & Associates | 0.03% | Reduce -6.1% | 261,013 | $43.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -2.4% | 260,684 | $43.5M |
| MAI Capital Management | 0.38% | Reduce -1.1% | 236,415 | $39.4M |
| Waldron Private Wealth LLC | 1.64% | Reduce -3.0% | 236,402 | $39.4M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +1.0% | 236,230 | $39.4M |
| Comprehensive Financial Management LLC | 1.07% | No change | 230,481 | $38.4M |
| Choreo, LLC | 0.55% | Add +0.3% | 228,592 | $37.6M |
| Stephens Group Asset Management, LLC | 3.10% | Reduce -1.3% | 222,100 | $37.1M |
| Cetera Investment Advisers | 0.08% | Reduce -0.3% | 221,588 | $37.0M |
| Wilmington Savings Fund Society, FSB | 0.61% | Add +1465.7% | 204,743 | $34.2M |
| FMR LLC | 0.00% | Reduce -0.1% | 197,368 | $32.9M |
| Brown Advisory Inc. | 0.04% | Reduce -2.0% | 192,038 | $32.0M |
| Truist Financial Corp. | 0.05% | Reduce -6.9% | 188,061 | $31.4M |
| BlackRock, Inc. | 0.00% | — | 187,274 | $31.2M |
| Bank of Montreal | 0.01% | Reduce -3.3% | 175,531 | $29.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.3% | 169,908 | $28.3M |
| Mariner, LLC | 0.05% | Add +0.6% | 169,178 | $28.2M |
| Whittier Trust Co. of Nevada Inc. | 0.72% | Reduce -2.1% | 166,914 | $27.8M |
| WoodTrust Financial Corp | 3.68% | Add +4.4% | 155,312 | $25.9M |
| Modera Wealth Management, LLC | 0.33% | Reduce -3.1% | 154,087 | $25.7M |
| Corient Private Wealth LP | 0.04% | Reduce -0.1% | 147,492 | $24.6M |
| Courier Capital LLC | 1.67% | Add +0.3% | 145,848 | $24.3M |
| Johnson Investment Counsel Inc. | 0.23% | Reduce -2.3% | 143,019 | $23.9M |
| Natixis Advisors, LLC | 0.05% | Add +881.4% | 142,334 | $23.7M |
| Arax Advisory Partners | 1.96% | Reduce -1.4% | 131,328 | $21.9M |
| Shapiro Capital Management LLC | 0.67% | Add +238.2% | 128,620 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -34.6% | 124,460 | $20.8M |
| Comerica Bank | 0.08% | Add +7.5% | 124,113 | $20.7M |
| Citigroup Inc. | 0.02% | Reduce -37.4% | 122,062 | $20.4M |
| Wellington Management Group LLP | 0.00% | Reduce -10.2% | 121,977 | $20.3M |
| Gendell Jeffrey L | 0.64% | No change | 121,876 | $20.3M |
| Atom Investors LP | 2.08% | Add +9.0% | 119,216 | $19.9M |
| Prudential Financial Inc. | 0.03% | Reduce -3.4% | 111,703 | $18.6M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.2% | 110,898 | $18.5M |
| Vestcor Inc | 0.58% | No change | 110,500 | $18.4M |
| Focus Partners Wealth | 0.06% | Reduce -74.0% | 110,263 | $18.4M |
| Savant Capital, LLC | 0.15% | Reduce -0.9% | 108,061 | $18.0M |
| Fiduciary Trust Co | 0.25% | Reduce -1.9% | 107,635 | $18.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -13.9% | 106,951 | $17.8M |
| Cerity Partners LLC | 0.04% | Add +11.7% | 106,485 | $17.8M |
| Zhang Financial LLC | 1.11% | Reduce -1.7% | 105,047 | $17.5M |
| Advisors Preferred, LLC | 2.59% | New | 103,349 | $17.0M |
| Fifth Third Bancorp | 0.06% | Reduce -1.1% | 98,376 | $16.4M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -1.8% | 98,020 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Add +0.8% | 97,252 | $16.2M |
| Covenant Partners, LLC | 4.68% | Reduce -6.4% | 96,381 | $16.1M |
| Stephens Inc. | 0.22% | Add +1.0% | 93,572 | $15.6M |
| Castleark Management LLC | 0.63% | Reduce -43.6% | 92,380 | $15.4M |
| Powell Investment Advisors, LLC | 7.15% | Add +15.8% | 91,749 | $15.3M |
| Mma Asset Management LLC | 4.05% | Add +88.7% | 105,564 | $15.2M |
| Synovus Financial Corp. | 0.17% | Reduce -0.7% | 90,367 | $15.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -52.3% | 87,996 | $14.7M |
| Aspiriant, LLC | 0.53% | Reduce -5.5% | 84,282 | $14.1M |
| Waverly Advisors, LLC | 0.26% | Reduce -1.0% | 83,538 | $13.9M |
| Alliancebernstein L.P. | 0.00% | Add +2.8% | 81,881 | $13.7M |
| Royce & Associates LP | 0.12% | Add +44.8% | 81,343 | $13.6M |
| Thompson Siegel & Walmsley LLC | 0.20% | Reduce -17.9% | 80,528 | $13.4M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -1.7% | 79,086 | $13.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -2.5% | 78,071 | $13.0M |
| Creative Planning | 0.01% | Reduce -9.5% | 77,137 | $12.9M |
| Captrust Financial Advisors | 0.04% | Reduce -3.1% | 75,292 | $12.6M |
| Hillcrest Wealth Advisors - NY, LLC | 6.03% | Add +2.6% | 72,430 | $12.1M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +2.2% | 72,356 | $12.1M |
"% 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.