iShares Russell 2000 Value EIWNETF
13F holders, Q3 2025 (September 30)973holders +8
74new positions
51sold out
6famous investors
$176.83avg. 13F price*
At the end of Q3 2025, 973 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 8 from Q2 2025. 74 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($828.3M) and Tiaa Trust, National Association ($767.2M). 6 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $50.8M |
| Exits | 51 | $44.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,286,013 shares bought and 5,151,872 shares sold, net −1,865,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 973 holders
| Bank of America Corp. | 0.09% | Reduce -0.7% | 6,709,138 | $1.2B |
| Morgan Stanley | 0.05% | Reduce -5.4% | 4,684,521 | $828.3M |
| Tiaa Trust, National Association | 1.86% | Add +62.5% | 4,343,822 | $767.2M |
| Envestnet Asset Management Inc. | 0.11% | Add +5.1% | 2,148,592 | $379.9M |
| D.A. Davidson & Co. | 1.38% | Add +2.7% | 1,216,060 | $215.0M |
| Vaughan Nelson Investment Management, L.P. | 1.85% | Reduce -10.8% | 1,151,075 | $203.5M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.0% | 1,111,776 | $196.6M |
| LPL Financial LLC | 0.05% | Add +0.6% | 1,010,174 | $178.6M |
| M&T Bank Corp | 0.59% | Reduce -1.8% | 994,564 | $175.8M |
| Wells Fargo & Company | 0.03% | Reduce -4.0% | 886,266 | $156.7M |
| UBS Group AG | 0.03% | Reduce -13.6% | 839,571 | $148.4M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -8.3% | 830,140 | $146.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -40.0% | 730,504 | $129.2M |
| Betterment LLC | 0.25% | Reduce -4.0% | 718,375 | $127.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -5.1% | 671,041 | $118.6M |
| BNP Paribas Financial Markets | 0.09% | Add +27.9% | 650,147 | $115.0M |
| Cassaday & Co Wealth Management LLC | 2.55% | Add +1.6% | 626,428 | $110.8M |
| Pacific Life Fund Advisors LLC | 9.99% | Reduce -8.1% | 550,817 | $97.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.0% | 548,170 | $96.9M |
| Royal Bank of Canada | 0.02% | Reduce -8.0% | 507,200 | $89.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.0% | 434,327 | $76.8M |
| Raymond James Financial Inc. | 0.02% | Add +4.3% | 411,160 | $72.7M |
| Pathstone Holdings, LLC | 0.27% | Reduce -0.3% | 403,492 | $71.3M |
| Badgley Phelps Wealth Managers, LLC | 1.39% | Add +1.3% | 374,531 | $66.2M |
| Commerce Bank | 0.33% | Reduce -3.8% | 336,913 | $59.6M |
| Jasper Ridge Partners, L.P. | 1.28% | No change | 321,684 | $56.9M |
| Whittier Trust Co. | 0.63% | Add +0.1% | 307,549 | $55.2M |
| Victory Capital Management Inc. | 0.03% | Reduce -11.3% | 279,720 | $49.5M |
| Sei Investments Co. | 0.05% | Reduce -4.4% | 272,584 | $48.2M |
| Focus Partners Wealth | 0.08% | Add +37.9% | 272,376 | $48.2M |
| Jones Financial Companies LLLP | 0.03% | Reduce -87.8% | 270,078 | $47.7M |
| AMG National Trust Bank | 1.11% | Reduce -3.0% | 258,535 | $45.7M |
| Cetera Investment Advisers | 0.05% | Add +8.8% | 256,578 | $45.4M |
| MAI Capital Management | 0.28% | Reduce -1.2% | 254,083 | $44.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -4.0% | 249,879 | $44.4M |
| Ameriprise Financial Inc. | 0.01% | Add +11.2% | 244,581 | $43.3M |
| Stephens Group Asset Management, LLC | 2.86% | Reduce -20.1% | 239,595 | $42.4M |
| Choreo, LLC | 0.54% | Reduce -0.1% | 236,397 | $41.8M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -0.2% | 236,121 | $41.7M |
| Comprehensive Financial Management LLC | 1.13% | No change | 230,481 | $40.8M |
| Atom Investors LP | 3.07% | Reduce -18.4% | 229,369 | $40.6M |
| Waldron Private Wealth LLC | 1.56% | Reduce -0.4% | 218,385 | $38.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 212,212 | $37.5M |
| Facet Wealth, Inc. | 0.76% | Add +5.0% | 206,734 | $36.6M |
| Natixis Advisors, LLC | 0.05% | Reduce -10.4% | 206,539 | $36.5M |
| Wellington Management Group LLP | 0.01% | Add +41.0% | 201,748 | $35.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Add +51.1% | 200,760 | $35.5M |
| Brown Advisory Inc. | 0.04% | Reduce -14.9% | 187,793 | $33.2M |
| BlackRock, Inc. | 0.00% | Add +5.9% | 185,978 | $32.9M |
| Whittier Trust Co. of Nevada Inc. | 0.66% | Add +0.6% | 171,625 | $30.8M |
| US Bancorp \de | 0.03% | Reduce -5.5% | 164,847 | $29.1M |
| Bank of Montreal | 0.01% | Add +4.7% | 161,087 | $28.5M |
| Mariner, LLC | 0.04% | Reduce -1.9% | 160,016 | $28.3M |
| WoodTrust Financial Corp | 3.34% | Reduce -1.4% | 158,488 | $28.0M |
| Courier Capital LLC | 1.53% | Add +1.1% | 150,787 | $26.7M |
| Corient Private Wealth LP | 0.04% | Add +9.8% | 146,613 | $25.9M |
| Johnson Investment Counsel Inc. | 0.21% | Add +0.6% | 145,056 | $25.6M |
| Truist Financial Corp. | 0.03% | Reduce -3.2% | 144,250 | $25.5M |
| Zions Bancorporation, National Association | 1.21% | Reduce -48.5% | 138,779 | $24.5M |
| Modera Wealth Management, LLC | 0.28% | Reduce -2.0% | 135,792 | $24.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.7% | 134,879 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +2.5% | 132,789 | $23.5M |
| Shapiro Capital Management LLC | 1.01% | Add +76.4% | 132,380 | $23.4M |
| Pure Financial Advisors, LLC | 0.37% | Add +1.0% | 130,421 | $23.1M |
| FMR LLC | 0.00% | Add +24.8% | 128,588 | $22.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.3% | 127,462 | $22.5M |
| Captrust Financial Advisors | 0.05% | Reduce -2.3% | 126,319 | $22.3M |
| Royce & Associates LP | 0.22% | Add +62.3% | 126,115 | $22.3M |
| Osaic Holdings, Inc. | 0.03% | Add +54.3% | 125,037 | $22.0M |
| Two Sigma Investments, LP | 0.03% | Add +7566.7% | 115,000 | $20.3M |
| Powell Investment Advisors, LLC | 7.05% | Reduce -1.0% | 113,998 | $20.2M |
| Cerity Partners LLC | 0.03% | Add +1.0% | 110,229 | $19.5M |
| AQR Capital Management | 0.01% | Add +9.7% | 109,108 | $19.3M |
| Comerica Bank | 0.07% | Reduce -19.6% | 104,093 | $18.4M |
| Zhang Financial LLC | 0.74% | Reduce -2.6% | 102,318 | $18.1M |
| Elite Financial, Inc. | 7.84% | Add +0.6% | 96,562 | $17.1M |
| Fiduciary Trust Co | 0.19% | Reduce -1.9% | 92,448 | $16.3M |
| Leeward Investments, LLC - MA | 0.81% | Reduce -31.9% | 89,563 | $15.8M |
| Baird Financial Group, Inc. | 0.03% | Add +1.7% | 89,286 | $15.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 88,997 | $15.7M |
| Synovus Financial Corp. | 0.18% | Add +0.1% | 87,880 | $15.5M |
| Fifth Third Bancorp | 0.05% | Reduce -0.6% | 85,791 | $15.2M |
| Savant Capital, LLC | 0.09% | Reduce -0.5% | 84,815 | $15.0M |
| Aspiriant, LLC | 0.46% | Reduce -0.3% | 84,672 | $15.0M |
| Creative Planning | 0.01% | Add +0.9% | 84,657 | $15.0M |
| Waverly Advisors, LLC | 0.14% | Reduce -2.8% | 78,883 | $13.9M |
| Thompson Siegel & Walmsley LLC | 0.22% | Reduce -1.6% | 77,192 | $13.6M |
| Wealthspire Advisors, LLC | 0.07% | Add +1.0% | 75,633 | $13.4M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -8.3% | 74,380 | $13.2M |
| Hillcrest Wealth Advisors - NY, LLC | 5.66% | Reduce -2.9% | 71,155 | $12.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -1.1% | 68,394 | $12.1M |
| Citadel Advisors | 0.01% | Reduce -49.3% | 67,038 | $11.9M |
| Allworth Financial LP | 0.05% | Reduce -1.7% | 66,073 | $11.7M |
| Bailard, Inc. | 0.25% | Reduce -1.1% | 65,905 | $11.7M |
| Advisors Preferred, LLC | 1.66% | New | 63,296 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.1% | 63,329 | $11.2M |
| Jane Street Group, LLC | 0.01% | New | 62,816 | $11.1M |
| Sonata Capital Group Inc. | 4.10% | Reduce -0.0% | 62,715 | $11.1M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -30.4% | 62,710 | $11.1M |
| LBJ Family Wealth Advisors, Ltd. | 6.00% | Reduce -0.4% | 62,284 | $11.0M |
"% 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.