iShares Russell 2000 Value EIWNETF
13F holders, Q4 2025 (December 31)1,045holders +72
86new positions
54sold out
8famous investors
$181.41avg. 13F price*
At the end of Q4 2025, 1,045 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 72 from Q3 2025. 86 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($773.7M) and Tiaa Trust, National Association ($500.3M). 8 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $93.3M |
| Exits | 54 | $37.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,937,218 shares bought and 4,331,566 shares sold, net −394,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,045 holders
| Bank of America Corp. | 0.10% | Add +17.4% | 7,877,149 | $1.4B |
| Morgan Stanley | 0.05% | Reduce -8.8% | 4,269,726 | $773.7M |
| Tiaa Trust, National Association | 1.20% | Reduce -36.7% | 2,748,355 | $500.3M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.6% | 2,183,120 | $395.6M |
| D.A. Davidson & Co. | 1.38% | Add +2.5% | 1,246,342 | $225.8M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.1% | 1,113,075 | $201.7M |
| Vaughan Nelson Investment Management, L.P. | 1.96% | Reduce -3.9% | 1,106,370 | $200.5M |
| LPL Financial LLC | 0.05% | Add +9.2% | 1,102,636 | $199.8M |
| M&T Bank Corp | 0.59% | Add +2.4% | 1,018,005 | $184.5M |
| Wells Fargo & Company | 0.04% | Add +14.7% | 1,016,764 | $184.2M |
| UBS Group AG | 0.03% | Reduce -4.0% | 805,863 | $146.0M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -4.5% | 792,632 | $143.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.5% | 712,109 | $129.0M |
| Betterment LLC | 0.24% | Reduce -3.1% | 695,877 | $126.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.9% | 651,326 | $118.0M |
| Cassaday & Co Wealth Management LLC | 2.43% | Add +1.5% | 635,650 | $115.2M |
| Northern Trust Corp. | 0.01% | Add +14.1% | 625,170 | $113.3M |
| Royal Bank of Canada | 0.02% | Add +5.1% | 533,289 | $96.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.23% | Add +133.8% | 469,444 | $85.1M |
| BNP Paribas Financial Markets | 0.05% | Reduce -31.3% | 446,651 | $80.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 439,468 | $79.6M |
| Raymond James Financial Inc. | 0.02% | Add +6.7% | 438,703 | $79.5M |
| Pacific Life Fund Advisors LLC | 8.07% | Reduce -21.5% | 432,307 | $78.3M |
| Pathstone Holdings, LLC | 0.28% | Reduce -1.6% | 396,958 | $71.9M |
| Badgley Phelps Wealth Managers, LLC | 1.28% | Add +3.3% | 386,692 | $70.1M |
| Focus Partners Wealth | 0.07% | Add +25.1% | 340,890 | $61.8M |
| Commerce Bank | 0.33% | Reduce -2.6% | 328,019 | $59.4M |
| Jasper Ridge Partners, L.P. | 1.29% | No change | 321,684 | $58.3M |
| Brown Advisory Inc. | 0.07% | Add +49.8% | 281,324 | $51.0M |
| Jones Financial Companies LLLP | 0.03% | Add +2.5% | 276,744 | $50.1M |
| Cetera Investment Advisers | 0.05% | Add +6.3% | 272,735 | $49.4M |
| Sei Investments Co. | 0.05% | Reduce -1.5% | 268,617 | $48.7M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 262,548 | $47.6M |
| MAI Capital Management | 0.27% | Add +1.7% | 258,426 | $46.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.6% | 245,809 | $46.2M |
| Choreo, LLC | 0.57% | Add +3.3% | 244,290 | $44.6M |
| AMG National Trust Bank | 1.04% | Reduce -5.7% | 243,727 | $44.2M |
| Stephens Group Asset Management, LLC | 2.90% | Reduce -0.0% | 239,531 | $43.4M |
| Comprehensive Financial Management LLC | 1.26% | No change | 230,481 | $41.8M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -6.9% | 219,792 | $39.8M |
| Silvercrest Asset Management Group LLC | 0.26% | Add +236.0% | 210,701 | $38.2M |
| Whittier Trust Co. | 0.41% | Reduce -34.3% | 201,966 | $38.0M |
| Natixis Advisors, LLC | 0.05% | Add +1.0% | 208,594 | $37.8M |
| Waldron Private Wealth LLC | 1.48% | Reduce -5.3% | 206,914 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.0% | 205,779 | $37.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -29.9% | 196,180 | $35.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +52.9% | 194,904 | $35.3M |
| Advisors Preferred, LLC | 5.46% | Add +189.6% | 183,323 | $33.5M |
| Wellington Management Group LLP | 0.01% | Reduce -16.4% | 168,592 | $30.6M |
| Mariner, LLC | 0.04% | Add +5.1% | 168,244 | $30.5M |
| US Bancorp \de | 0.03% | Reduce -0.1% | 164,593 | $29.8M |
| Bank of Montreal | 0.01% | Reduce -0.1% | 160,937 | $29.2M |
| WoodTrust Financial Corp | 3.34% | Reduce -0.4% | 157,875 | $28.6M |
| Johnson Investment Counsel Inc. | 0.23% | Add +7.2% | 155,544 | $28.2M |
| Principal Financial Group Inc. | 0.01% | Add +199.0% | 154,468 | $28.0M |
| FMR LLC | 0.00% | Add +18.2% | 151,992 | $27.5M |
| Courier Capital LLC | 1.55% | Add +0.8% | 151,988 | $27.5M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +202.2% | 149,750 | $27.1M |
| Pure Financial Advisors, LLC | 0.39% | Add +8.7% | 141,735 | $25.7M |
| Truist Financial Corp. | 0.03% | Reduce -2.0% | 141,404 | $25.6M |
| Zions Bancorporation, National Association | 1.16% | Reduce -0.2% | 138,541 | $25.1M |
| Corient Private Wealth LP | 0.03% | Reduce -5.6% | 138,377 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +1.8% | 135,170 | $24.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.3% | 133,110 | $24.1M |
| Modera Wealth Management, LLC | 0.28% | Reduce -2.1% | 132,971 | $24.1M |
| BlackRock, Inc. | 0.00% | Reduce -29.4% | 131,342 | $23.8M |
| Allworth Financial LP | 0.09% | Add +92.7% | 127,322 | $23.1M |
| AQR Capital Management | 0.01% | Add +13.0% | 123,335 | $22.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.2% | 121,076 | $21.9M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -33.8% | 113,692 | $21.4M |
| Cerity Partners LLC | 0.03% | Add +4.7% | 115,390 | $20.9M |
| Arax Advisory Partners | 0.60% | New | 114,420 | $20.7M |
| Powell Investment Advisors, LLC | 7.12% | Add +0.1% | 114,148 | $20.7M |
| Captrust Financial Advisors | 0.04% | Reduce -10.3% | 113,370 | $20.5M |
| Comerica Bank | 0.08% | Add +2.8% | 106,952 | $19.4M |
| Zhang Financial LLC | 0.68% | Reduce -2.3% | 99,955 | $18.1M |
| Elite Financial, Inc. | 7.94% | Reduce -0.3% | 96,324 | $17.5M |
| Alliancebernstein L.P. | 0.01% | Add +7.8% | 95,957 | $17.4M |
| Pinnacle Financial Partners, Inc. | 0.13% | — | 92,401 | $16.7M |
| Citadel Advisors | 0.01% | Add +36.1% | 91,272 | $16.5M |
| Thompson Siegel & Walmsley LLC | 0.28% | Add +17.3% | 90,559 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Add +0.3% | 89,573 | $16.2M |
| Fiduciary Trust Co | 0.18% | Reduce -3.5% | 89,177 | $16.2M |
| Creative Planning | 0.01% | Add +3.4% | 87,535 | $15.9M |
| Savant Capital, LLC | 0.09% | Add +0.2% | 85,005 | $15.4M |
| Fifth Third Bancorp | 0.05% | Reduce -1.8% | 84,281 | $15.3M |
| Aspiriant, LLC | 0.43% | Reduce -2.7% | 82,415 | $14.9M |
| Waverly Advisors, LLC | 0.12% | Add +1.6% | 80,113 | $14.5M |
| Marshall Wace, LLP | 0.01% | New | 78,224 | $14.2M |
| Wealthspire Advisors, LLC | 0.11% | Add +2.4% | 77,480 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +29.1% | 76,046 | $13.8M |
| Neuberger Berman Group LLC | 0.01% | Add +692.0% | 72,565 | $13.1M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -2.8% | 72,317 | $13.1M |
| Hillcrest Wealth Advisors - NY, LLC | 5.49% | Reduce -1.2% | 70,330 | $12.7M |
| Bailard, Inc. | 0.28% | Add +5.0% | 69,165 | $12.5M |
| Boston Partners | 0.01% | Add +216.7% | 65,109 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.3% | 64,157 | $11.6M |
| LBJ Family Wealth Advisors, Ltd. | 6.19% | Reduce -0.3% | 62,127 | $11.3M |
| Sonata Capital Group Inc. | 4.01% | Reduce -2.4% | 61,230 | $11.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +18.3% | 61,145 | $11.1M |
"% 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.