ISHARES RUSSELL 2000 VALUE E (IWN) Institutional Ownership
IWN is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.46M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Ariel Appreciation Fund, which reported ownership valued at approximately $12.41M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Ariel Appreciation Fund's IWN position is now estimated to be worth approximately $13.99M, representing an estimated gain of +12.71% since the filing period.
Major shareholders tracked on this page include Ariel Appreciation Fund, Sequoia Financial Advisors, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES RUSSELL 2000 VALUE E (IWN).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $15,461,379 | 81,552 |
| Q4 2025 | 4 | $10,085,193 | 55,655 |
| Q3 2025 | 3 | $9,212,517 | 52,104 |
| Q2 2025 | 4 | $5,627,740 | 35,673 |
| Q1 2025 | 3 | $7,192,065 | 47,636 |
| Q4 2024 | 3 | $8,739,056 | 53,232 |
| Q3 2024 | 3 | $3,921,492 | 23,507 |
| Q2 2024 | 2 | $1,949,933 | 12,803 |
| Q1 2024 | 2 | $7,541,569 | 47,488 |
| Q4 2023 | 3 | $8,071,523 | 51,960 |
| Q3 2023 | 3 | $4,439,174 | 32,744 |
| Q2 2023 | 3 | $4,307,805 | 30,595 |
Related IWN Institutional Insights:
- IWN Institutional Ownership & Insiders Activity
- IWN Institutional Ownership & 13F Activity
- IWN Top Institutional Shareholders
- IWN Institutional Buying Activity
- IWN Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWN Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings