IWN Institutional Ownership & Shareholders
ISHARES RUSSELL 2000 VALUE E (IWN) is currently held by 1,067 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IWN tracked by InsiderSet, reporting ownership valued at approximately $1.37B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.33B, representing an estimated loss of -2.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed IWN value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 2000 VALUE E (IWN).
This page ranks the largest institutional IWN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,067
Total Reported Value
$10.09B
Largest Holder
Bank Of America Corp
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.09% | 6,186,337 | $1,368,417,697 | $1,327,464,193 | -$40,953,504 | -2.99% | |
| Morgan Stanley | 0.05% | 4,238,800 | $937,622,796 | $909,561,704 | -$28,061,092 | -2.99% | |
| Envestnet Asset Management Inc | 0.11% | 2,138,426 | $473,002,482 | $458,863,451 | -$14,139,031 | -2.99% | |
| Tiaa Wealth Investment Management Llc | 2.21% | 1,495,599 | $330,946,123 | $320,925,633 | -$10,020,490 | -3.03% | |
| D.A. Davidson & Co. | 1.45% | 1,289,398 | $270,064,594 | $276,679,023 | +$6,614,429 | +2.45% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.93% | 1,218,672 | $269,570,246 | $261,502,638 | -$8,067,608 | -2.99% | |
| Lpl Financial Llc | 0.06% | 1,166,269 | $257,978,650 | $250,258,002 | -$7,720,648 | -2.99% | |
| Pnc Financial Services Group, Inc. | 0.11% | 910,447 | $201,390,901 | $195,363,717 | -$6,027,184 | -2.99% | |
| M&T Bank Corp | 0.64% | 1,032,930 | $195,833,595 | $221,646,119 | +$25,812,524 | +13.18% | |
| Vaughan Nelson Investment Management, L.P. | 1.72% | 876,999 | $193,992,179 | $188,186,445 | -$5,805,734 | -2.99% | |
| Wells Fargo & Company/Mn | 0.03% | 866,095 | $191,580,242 | $185,846,665 | -$5,733,577 | -2.99% | |
| Hsbc Holdings Plc | 0.09% | 862,739 | $190,837,867 | $185,126,535 | -$5,711,332 | -2.99% | |
| Ubs Group Ag | 0.03% | 766,604 | $169,572,806 | $164,497,886 | -$5,074,920 | -2.99% | |
| Goldman Sachs Group Inc | 0.02% | 696,081 | $153,973,072 | $149,365,061 | -$4,608,011 | -2.99% | |
| Commonwealth Equity Services, Llc | 0.20% | 731,422 | $153,196,252 | $156,948,533 | +$3,752,281 | +2.45% | |
| Betterment Llc | 0.24% | 646,889 | $143,092,000 | $138,809,442 | -$4,282,558 | -2.99% | |
| Cassaday & Co Wealth Management Llc | 2.42% | 653,168 | $136,806,075 | $140,156,789 | +$3,350,714 | +2.45% | |
| Northern Trust Corp | 0.02% | 599,858 | $132,688,590 | $128,717,530 | -$3,971,060 | -2.99% | |
| Royal Bank Of Canada | 0.02% | 490,550 | $108,509,000 | $105,262,219 | -$3,246,781 | -2.99% | |
| Bailard, Inc. | 2.09% | 492,591 | $103,173,255 | $105,700,177 | +$2,526,922 | +2.45% | |
| Jpmorgan Chase & Co | 0.01% | 454,981 | $100,678,387 | $97,629,823 | -$3,048,564 | -3.03% | |
| Raymond James Financial Inc | 0.03% | 433,434 | $95,875,631 | $93,006,268 | -$2,869,363 | -2.99% | |
| Badgley Phelps Wealth Managers, Llc | 1.45% | 402,223 | $84,245,608 | $86,309,011 | +$2,063,403 | +2.45% | |
| Pathstone Holdings, Llc | 0.31% | 414,852 | $78,651,703 | $89,018,942 | +$10,367,239 | +13.18% | |
| Focus Partners Wealth | 0.07% | 329,024 | $72,780,193 | $70,601,970 | -$2,178,223 | -2.99% | |
| Wellington Management Group Llp | 0.01% | 325,490 | $71,998,388 | $69,843,644 | -$2,154,744 | -2.99% | |
| Jones Financial Companies Lllp | 0.03% | 316,264 | $70,029,905 | $67,863,929 | -$2,165,976 | -3.09% | |
| Commerce Bank | 0.30% | 310,507 | $68,684,148 | $66,628,592 | -$2,055,556 | -2.99% | |
| Bank Of New York Mellon Corp | 0.01% | 278,097 | $61,515,116 | $59,674,054 | -$1,841,062 | -2.99% | |
| Cetera Investment Advisers | 0.05% | 258,987 | $57,287,988 | $55,573,430 | -$1,714,558 | -2.99% | |
| Mai Capital Management | 0.22% | 257,908 | $57,049,178 | $55,341,899 | -$1,707,279 | -2.99% | |
| Sei Investments Co | 0.05% | 251,170 | $55,557,092 | $53,896,059 | -$1,661,033 | -2.99% | |
| Whittier Trust Co | 0.52% | 240,327 | $53,290,067 | $51,569,368 | -$1,720,699 | -3.23% | |
| Choreo, Llc | 0.53% | 246,684 | $51,669,542 | $52,933,453 | +$1,263,911 | +2.45% | |
| Amg National Trust Bank | 1.06% | 233,018 | $51,543,644 | $50,001,002 | -$1,542,642 | -2.99% | |
| Comprehensive Financial Management Llc | 1.67% | 230,481 | $50,982,397 | $49,456,613 | -$1,525,784 | -2.99% | |
| Ameriprise Financial Inc | 0.01% | 219,517 | $48,826,582 | $47,103,958 | -$1,722,624 | -3.53% | |
| Stephens Group Asset Management, Llc | 2.76% | 231,073 | $48,398,240 | $49,583,644 | +$1,185,404 | +2.45% | |
| Brown Advisory Inc | 0.07% | 206,035 | $45,574,913 | $44,210,990 | -$1,363,923 | -2.99% | |
| Rockefeller Capital Management L.P. | 0.07% | 197,501 | $43,687,321 | $42,379,765 | -$1,307,556 | -2.99% | |
| Allspring Global Investments Holdings, Llc | 0.06% | 188,771 | $41,756,145 | $40,506,481 | -$1,249,664 | -2.99% | |
| Fmr Llc | 0.00% | 185,568 | $41,047,626 | $39,819,181 | -$1,228,445 | -2.99% | |
| Fifth Third Bancorp | 0.06% | 177,121 | $39,179,306 | $38,006,624 | -$1,172,682 | -2.99% | |
| Us Bancorp \De\ | 0.04% | 175,233 | $38,761,540 | $37,601,497 | -$1,160,043 | -2.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 169,162 | $35,684,810 | $36,298,782 | +$613,972 | +1.72% | |
| Mariner, Llc | 0.04% | 158,339 | $35,024,523 | $33,976,383 | -$1,048,140 | -2.99% | |
| Arax Advisory Partners | 0.23% | 155,456 | $34,333,654 | $33,357,748 | -$975,906 | -2.84% | |
| Osaic Holdings, Inc. | 0.04% | 151,968 | $33,624,090 | $32,609,293 | -$1,014,797 | -3.02% | |
| Bnp Paribas Financial Markets | 0.02% | 151,230 | $33,452,076 | $32,450,933 | -$1,001,143 | -2.99% | |
| Susquehanna International Group, Llp | 0.03% | 150,704 | $33,335,725 | $32,338,064 | -$997,661 | -2.99% |
Frequently asked questions about IWN
Who are the largest institutional holders of IWN?
The largest institutional holders of IWN reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Envestnet Asset Management Inc, Tiaa Wealth Investment Management Llc, and D.A. Davidson & Co.. InsiderSet ranks institutional holders by their latest reported IWN position.
What is IWN institutional ownership?
This page tracks IWN positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 2000 VALUE E (IWN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWN?
InsiderSet currently tracks 1,067 institutional managers reporting IWN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWN shareholders.
How much IWN stock do institutions own?
Institutional investment managers disclosed approximately $10.09B in IWN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWN institutional ownership last updated?
The latest IWN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWN position after the reporting date.
Are institutions buying or selling IWN?
Institutional buying and selling can be analyzed by comparing IWN positions across consecutive 13F reporting periods. InsiderSet's IWN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWN ownership changes.
How has IWN institutional ownership changed over time?
InsiderSet tracks IWN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.