iShares Russell 2000 Value EIWNETF
13F holders, Q4 2024 (December 31)1,059holders +82
89new positions
53sold out
4famous investors
$164.20avg. 13F price*
At the end of Q4 2024, 1,059 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 82 from Q3 2024. 89 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($900.2M) and Tiaa Trust, National Association ($448.6M). 4 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $119.3M |
| Exits | 53 | $275.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,160,065 shares bought and 4,242,645 shares sold, net −82,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,059 holders
| Bank of America Corp. | 0.10% | Add +6.3% | 6,717,220 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.6% | 5,483,192 | $900.2M |
| Tiaa Trust, National Association | 1.36% | Add +0.2% | 2,737,898 | $448.6M |
| Jones Financial Companies LLLP | 0.43% | Add +5.6% | 2,729,738 | $448.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +4.5% | 2,064,259 | $338.9M |
| Alaska Permanent Fund Corp | 3.00% | Reduce -12.9% | 1,232,534 | $202.3M |
| PNC Financial Services Group, Inc. | 0.13% | Add +1.7% | 1,219,525 | $200.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.5% | 1,121,580 | $184.1M |
| D.A. Davidson & Co. | 1.44% | Add +2.9% | 1,080,253 | $177.3M |
| M&T Bank Corp | 0.58% | Reduce -9.4% | 1,045,357 | $171.6M |
| Wells Fargo & Company | 0.04% | Add +17.8% | 1,019,206 | $167.3M |
| LPL Financial LLC | 0.07% | Reduce -1.8% | 994,993 | $163.3M |
| UBS Group AG | 0.04% | Reduce -3.9% | 963,573 | $158.2M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -1.3% | 920,007 | $151.0M |
| Betterment LLC | 0.32% | Reduce -4.7% | 829,076 | $136.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 679,484 | $111.6M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 619,500 | $101.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 612,313 | $100.5M |
| Cassaday & Co Wealth Management LLC | 2.70% | Add +1.7% | 603,320 | $99.0M |
| Raymond James Financial Inc. | 0.04% | — | 594,013 | $97.5M |
| Victory Capital Management Inc. | 0.09% | Add +69.0% | 537,775 | $88.3M |
| Royal Bank of Canada | 0.02% | Add +13.8% | 535,177 | $87.9M |
| Bailard, Inc. | 2.11% | Reduce -0.8% | 502,799 | $82.5M |
| US Bancorp \de | 0.08% | Reduce -46.4% | 388,055 | $63.7M |
| Commerce Bank | 0.36% | Reduce -2.0% | 357,808 | $58.7M |
| Pacific Life Fund Advisors LLC | 6.07% | Add +34.2% | 356,563 | $58.5M |
| Badgley Phelps Wealth Managers, LLC | 1.36% | Reduce 0.0% | 353,722 | $58.1M |
| Jasper Ridge Partners, L.P. | 1.80% | No change | 346,539 | $56.9M |
| Whittier Trust Co. | 0.69% | Add +2.8% | 317,299 | $52.1M |
| Pathstone Holdings, LLC | 0.22% | Add +0.8% | 306,025 | $50.2M |
| AMG National Trust Bank | 1.31% | Reduce -4.4% | 289,605 | $47.4M |
| BNP Paribas Financial Markets | 0.03% | Add +0.5% | 266,297 | $43.7M |
| Facet Wealth, Inc. | 1.15% | Reduce -42.3% | 258,958 | $43.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +0.8% | 262,751 | $43.1M |
| Focus Partners Wealth | 0.11% | Add +136.2% | 260,462 | $42.8M |
| MAI Capital Management | 0.32% | Add +9.4% | 258,696 | $42.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.0% | 258,200 | $42.4M |
| Sei Investments Co. | 0.05% | Reduce -6.7% | 247,881 | $40.7M |
| Choreo, LLC | 0.56% | Add +3.0% | 235,553 | $38.7M |
| Waldron Private Wealth LLC | 1.54% | Reduce -1.5% | 232,917 | $38.2M |
| Ameriprise Financial Inc. | 0.01% | Add +37.0% | 232,740 | $38.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -1.7% | 232,293 | $38.1M |
| Comprehensive Financial Management LLC | 1.04% | No change | 230,481 | $37.8M |
| Brown Advisory Inc. | 0.05% | Add +18.4% | 227,439 | $37.3M |
| Cetera Investment Advisers | 0.08% | Add +2.1% | 226,156 | $37.1M |
| Stephens Group Asset Management, LLC | 3.03% | Reduce -0.1% | 221,933 | $36.4M |
| Wilmington Savings Fund Society, FSB | 0.61% | Add +0.0% | 204,782 | $33.6M |
| Principal Financial Group Inc. | 0.02% | Add +248.8% | 201,791 | $33.1M |
| Truist Financial Corp. | 0.05% | Add +0.5% | 189,040 | $31.0M |
| FMR LLC | 0.00% | Reduce -6.3% | 184,917 | $30.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Add +109.3% | 184,176 | $30.3M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 174,792 | $28.7M |
| Whittier Trust Co. of Nevada Inc. | 0.70% | Add +3.4% | 172,646 | $28.3M |
| BlackRock, Inc. | 0.00% | Reduce -9.4% | 169,622 | $27.8M |
| Mariner, LLC | 0.05% | Reduce -2.1% | 165,595 | $27.2M |
| WoodTrust Financial Corp | 3.70% | Add +3.1% | 160,090 | $26.3M |
| Wellington Management Group LLP | 0.00% | Add +29.0% | 157,330 | $25.8M |
| Citigroup Inc. | 0.02% | Add +26.9% | 154,850 | $25.4M |
| Modera Wealth Management, LLC | 0.30% | Reduce -2.5% | 150,218 | $24.7M |
| Courier Capital LLC | 1.66% | Add +0.3% | 146,287 | $24.0M |
| Johnson Investment Counsel Inc. | 0.23% | Add +0.8% | 144,181 | $23.7M |
| Atom Investors LP | 2.81% | Add +15.7% | 137,965 | $22.6M |
| Citadel Advisors | 0.02% | Add +492.9% | 136,764 | $22.5M |
| HighTower Advisors, LLC | 0.03% | Add +8.9% | 135,546 | $22.3M |
| Corient Private Wealth LP | 0.04% | Reduce -8.3% | 135,211 | $22.2M |
| Tower Research Capital LLC (TRC) | 0.43% | Add +353189.2% | 130,717 | $21.5M |
| Arax Advisory Partners | 1.34% | Reduce -1.0% | 130,003 | $21.3M |
| Comerica Bank | 0.08% | Add +2.5% | 127,183 | $20.9M |
| Gendell Jeffrey L | 0.63% | No change | 121,876 | $20.0M |
| Calamos Advisors LLC | 0.12% | New | 113,214 | $18.6M |
| Susquehanna International Group, LLP | 0.03% | Add +44.2% | 112,612 | $18.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.5% | 110,646 | $18.2M |
| Vestcor Inc | 0.60% | No change | 110,500 | $18.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.4% | 108,259 | $17.8M |
| Cerity Partners LLC | 0.04% | Add +1.0% | 107,555 | $17.7M |
| Fiduciary Trust Co | 0.23% | Reduce -0.8% | 106,734 | $17.5M |
| Savant Capital, LLC | 0.14% | Reduce -2.8% | 105,052 | $17.2M |
| Zhang Financial LLC | 0.97% | Reduce -1.7% | 103,224 | $16.9M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +160.6% | 102,425 | $16.8M |
| Stephens Inc. | 0.23% | Add +6.8% | 99,952 | $16.4M |
| AQR Capital Management | 0.02% | New | 98,982 | $16.2M |
| Fifth Third Bancorp | 0.06% | Reduce -2.2% | 96,218 | $15.8M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +38.8% | 95,949 | $15.8M |
| Lhm, Inc. | 5.00% | New | 95,768 | $15.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.6% | 95,699 | $15.7M |
| Prudential Financial Inc. | 0.02% | Reduce -15.5% | 94,427 | $15.5M |
| Moneta Group Investment Advisors LLC | 0.22% | Reduce -3.9% | 94,171 | $15.5M |
| Powell Investment Advisors, LLC | 7.11% | Add +1.9% | 93,477 | $15.3M |
| SVB Wealth LLC | 0.29% | New | 93,315 | $15.3M |
| Thompson Siegel & Walmsley LLC | 0.24% | Add +15.7% | 93,176 | $15.3M |
| Waverly Advisors, LLC | 0.23% | Add +9.7% | 91,627 | $15.0M |
| Covenant Partners, LLC | 4.61% | Reduce -5.5% | 91,042 | $14.9M |
| Synovus Financial Corp. | 0.19% | Add +0.6% | 90,874 | $14.9M |
| Captrust Financial Advisors | 0.04% | Add +19.7% | 90,108 | $14.8M |
| Aspiriant, LLC | 0.51% | Add +1.9% | 85,846 | $14.1M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 83,722 | $13.7M |
| Pure Financial Advisors, LLC | 0.30% | Add +20.2% | 81,440 | $13.4M |
| Osaic Holdings, Inc. | 0.03% | Add +11.1% | 78,316 | $12.9M |
| Neuberger Berman Group LLC | 0.01% | Add +889.8% | 77,627 | $12.7M |
| Barclays PLC | 0.01% | Add +259.5% | 77,375 | $12.7M |
"% 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.