ISHARES RUSSELL 2000 VALUE E IWN
$221.33
-0.2% 52w: $150.65 – $221.71
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data150.65186.18221.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.0K
-15 QoQ
13F value
$9.04B
-1.4% QoQ
Smart-money holders
26
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
1.3×
$16.6M calls / $12.7M puts
Institutional value by quarter
Number of holders
Who owns IWN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.1M | $1.16B | 0.1% | -22.3% |
| MORGAN STANLEY | Bank broker | 4.4M | $826.7M | 0.0% | +2.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.1M | $406.6M | 0.1% | -1.8% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 1.5M | $285.7M | 2.2% | — |
| D.A. DAVIDSON & CO. | Wealth advisor | 1.3M | $241.4M | 1.5% | +2.2% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.2M | $227.6M | 0.9% | — |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Other | 1.1M | $210.2M | 2.1% | +0.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.1M | $208.7M | 0.1% | -1.1% |
| LPL Financial LLC | Bank broker | 1.1M | $201.4M | 0.1% | -3.6% |
| M&T Bank Corp | Diversified mechanical | 1.0M | $192.8M | 0.7% | -0.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 876.8K | $166.2M | 0.0% | -13.8% |
| HSBC HOLDINGS PLC | Bank broker | 859.0K | $162.9M | 0.1% | +842.2% |
| UBS Group AG | Bank broker | 839.3K | $159.1M | 0.0% | +4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 793.5K | $150.4M | 0.2% | +0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 727.6K | $137.9M | 0.0% | +2.2% |
| Betterment LLC | Wealth advisor | 672.5K | $127.5M | 0.2% | -3.4% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 644.8K | $122.2M | 2.6% | +1.4% |
| NORTHERN TRUST CORP | Index provider | 607.7K | $115.2M | 0.0% | -2.8% |
| ROYAL BANK OF CANADA | Bank broker | 553.9K | $105.0M | 0.0% | +3.9% |
| JPMORGAN CHASE & CO | Bank broker | 464.4K | $85.8M | 0.0% | +5.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 448.0K | $84.9M | 0.0% | +2.1% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 428.9K | $81.3M | 9.3% | -0.8% |
| Pathstone Holdings, LLC | Diversified mechanical | 414.9K | $78.7M | 0.3% | +4.5% |
| Badgley Phelps Wealth Managers, LLC | Other | 390.3K | $74.0M | 1.5% | +0.9% |
| Focus Partners Wealth | Wealth advisor | 339.2K | $64.3M | 0.1% | -0.5% |
| Jasper Ridge Partners, L.P. | Wealth advisor | 321.7K | $61.0M | 1.4% | Held |
| COMMERCE BANK | Diversified mechanical | 321.6K | $61.0M | 0.3% | -1.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 301.3K | $56.2M | 0.0% | +8.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 284.1K | $53.9M | 0.0% | +38.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 270.3K | $51.4M | 0.0% | +3.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 258.0K | $48.9M | 0.0% | -4.0% |
| MAI Capital Management | Wealth advisor | 257.6K | $48.8M | 0.3% | -0.3% |
| Cetera Investment Advisers | Wealth advisor | 250.6K | $47.5M | 0.1% | -8.1% |
| CHOREO, LLC | Wealth advisor | 243.9K | $46.2M | 0.6% | -0.1% |
| AMG National Trust Bank | Wealth advisor | 237.8K | $45.1M | 1.0% | -2.4% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 237.5K | $45.0M | 2.9% | -0.8% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 233.1K | $44.2M | 0.1% | -50.3% |
| Comprehensive Financial Management LLC ★3 | Fundamental concentrated | 230.5K | $43.7M | 1.4% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 211.1K | $40.6M | 0.1% | -14.1% |
| BROWN ADVISORY INC | Diversified mechanical | 212.2K | $40.2M | 0.1% | -24.6% |
| WHITTIER TRUST CO | Diversified mechanical | 199.5K | $38.5M | 0.4% | -1.2% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 202.8K | $38.4M | 0.1% | -2.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 199.6K | $37.8M | 0.1% | +2.4% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 189.2K | $35.9M | 0.1% | -13.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 182.0K | $34.5M | 0.1% | +115.9% |
| FMR LLC | Long only active | 177.1K | $33.6M | 0.0% | +16.5% |
| US BANCORP \DE\ | Wealth advisor | 175.7K | $33.3M | 0.0% | +6.8% |
| Waldron Private Wealth LLC | Wealth advisor | 166.7K | $31.6M | 1.2% | -19.4% |
| Mariner, LLC | Diversified mechanical | 159.3K | $30.1M | 0.0% | -5.3% |
| COURIER CAPITAL LLC | Wealth advisor | 154.4K | $29.3M | 1.6% | +1.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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