ISHARES RUSSELL 2000 VALUE E (IWN) Top Institutional Shareholders
ISHARES RUSSELL 2000 VALUE E (IWN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $8.60B in IWN holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IWN tracked by InsiderSet, reporting ownership valued at approximately $1.16B in its March 31, 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 $1.35B, representing an estimated gain of +16.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
1,005
Total Reported Value
$8.60B
Largest Holder
Bank Of America Corp
Largest Position
$1.16B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | 0.08% | 6,123,638 | $1,160,980,508 | $1,347,016,651 | +$186,036,143 | +16.02% | |
| Morgan Stanley | 0.05% | 4,360,341 | $826,677,211 | $959,144,210 | +$132,466,999 | +16.02% | |
| Envestnet Asset Management Inc | 0.11% | 2,144,797 | $406,632,012 | $471,790,996 | +$65,158,984 | +16.02% | |
| Tiaa Wealth Investment Management Llc | 2.18% | 1,545,718 | $285,679,640 | $340,011,588 | +$54,331,948 | +19.02% | |
| D.A. Davidson & Co. | 1.46% | 1,273,529 | $241,448,501 | $280,138,174 | +$38,689,673 | +16.02% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.88% | 1,200,694 | $227,639,575 | $264,116,659 | +$36,477,084 | +16.02% | |
| Vaughan Nelson Investment Management, L.P. | 2.11% | 1,108,920 | $210,240,142 | $243,929,132 | +$33,688,990 | +16.02% | |
| Lpl Financial Llc | 0.05% | 1,062,477 | $201,434,927 | $233,713,066 | +$32,278,139 | +16.02% | |
| M&T Bank Corp | 0.66% | 1,016,792 | $192,773,595 | $223,663,736 | +$30,890,141 | +16.02% | |
| Pnc Financial Services Group, Inc. | 0.11% | 918,937 | $174,221,231 | $202,138,572 | +$27,917,341 | +16.02% | |
| Wells Fargo & Company/Mn | 0.03% | 876,818 | $166,235,901 | $192,873,655 | +$26,637,754 | +16.02% | |
| Hsbc Holdings Plc | 0.10% | 859,009 | $162,859,516 | $188,956,210 | +$26,096,694 | +16.02% | |
| Ubs Group Ag | 0.03% | 839,340 | $159,130,470 | $184,629,620 | +$25,499,150 | +16.02% | |
| Commonwealth Equity Services, Llc | 0.21% | 793,547 | $150,448,642 | $174,556,534 | +$24,107,892 | +16.02% | |
| Goldman Sachs Group Inc | 0.02% | 727,598 | $137,945,261 | $160,049,732 | +$22,104,471 | +16.02% | |
| Cassaday & Co Wealth Management Llc | 2.60% | 644,789 | $122,245,571 | $141,834,236 | +$19,588,665 | +16.02% | |
| Northern Trust Corp | 0.02% | 607,703 | $115,214,412 | $133,676,429 | +$18,462,017 | +16.02% | |
| Royal Bank Of Canada | 0.02% | 553,944 | $105,024,000 | $121,851,062 | +$16,827,062 | +16.02% | |
| Raymond James Financial Inc | 0.03% | 448,003 | $84,936,767 | $98,547,220 | +$13,610,453 | +16.02% | |
| Pacific Life Fund Advisors Llc | 9.34% | 428,929 | $81,320,649 | $94,351,512 | +$13,030,863 | +16.02% | |
| Pathstone Holdings, Llc | 0.31% | 414,852 | $78,651,703 | $91,254,994 | +$12,603,291 | +16.02% | |
| Badgley Phelps Wealth Managers, Llc | 1.47% | 390,279 | $73,992,996 | $85,849,672 | +$11,856,676 | +16.02% | |
| Focus Partners Wealth | 0.07% | 339,189 | $64,306,821 | $74,611,404 | +$10,304,583 | +16.02% | |
| Jasper Ridge Partners, L.P. | 1.36% | 321,684 | $60,988,062 | $70,760,829 | +$9,772,767 | +16.02% | |
| Commerce Bank | 0.30% | 321,635 | $60,978,779 | $70,750,051 | +$9,771,272 | +16.02% | |
| Jones Financial Companies Lllp | 0.03% | 301,348 | $56,202,294 | $66,287,520 | +$10,085,226 | +17.94% | |
| Bank Of New York Mellon Corp | 0.01% | 284,106 | $53,863,625 | $62,494,797 | +$8,631,172 | +16.02% | |
| Ameriprise Financial Inc | 0.01% | 270,318 | $51,398,442 | $59,461,850 | +$8,063,408 | +15.69% | |
| Sei Investments Co | 0.05% | 257,968 | $48,912,373 | $56,745,221 | +$7,832,848 | +16.01% | |
| Mai Capital Management | 0.28% | 257,584 | $48,835,414 | $56,660,752 | +$7,825,338 | +16.02% | |
| Cetera Investment Advisers | 0.05% | 250,563 | $47,504,146 | $55,116,343 | +$7,612,197 | +16.02% | |
| Choreo, Llc | 0.57% | 243,933 | $46,246,604 | $53,657,942 | +$7,411,338 | +16.03% | |
| Amg National Trust Bank | 0.98% | 237,810 | $45,086,345 | $52,311,066 | +$7,224,721 | +16.02% | |
| Stephens Group Asset Management, Llc | 2.87% | 237,549 | $45,036,961 | $52,253,654 | +$7,216,693 | +16.02% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.13% | 233,132 | $44,216,232 | $51,282,046 | +$7,065,814 | +15.98% | |
| Comprehensive Financial Management Llc | 1.45% | 230,481 | $43,696,893 | $50,698,906 | +$7,002,013 | +16.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 211,095 | $40,570,309 | $46,434,567 | +$5,864,258 | +14.45% | |
| Brown Advisory Inc | 0.07% | 212,189 | $40,228,911 | $46,675,214 | +$6,446,303 | +16.02% | |
| Whittier Trust Co | 0.43% | 199,452 | $38,472,259 | $43,873,456 | +$5,401,197 | +14.04% | |
| Rockefeller Capital Management L.P. | 0.07% | 199,558 | $37,834,437 | $43,896,773 | +$6,062,336 | +16.02% | |
| Allspring Global Investments Holdings, Llc | 0.06% | 189,169 | $35,864,551 | $41,611,505 | +$5,746,954 | +16.02% | |
| Fifth Third Bancorp | 0.06% | 182,001 | $34,505,532 | $40,034,760 | +$5,529,228 | +16.02% | |
| Fmr Llc | 0.00% | 177,073 | $33,571,280 | $38,950,748 | +$5,379,468 | +16.02% | |
| Us Bancorp \De\ | 0.04% | 175,722 | $33,315,134 | $38,653,568 | +$5,338,434 | +16.02% | |
| Waldron Private Wealth Llc | 1.23% | 166,686 | $31,601,832 | $36,665,919 | +$5,064,087 | +16.02% | |
| Mariner, Llc | 0.04% | 159,270 | $30,122,227 | $35,034,622 | +$4,912,395 | +16.31% | |
| Courier Capital Llc | 1.64% | 154,386 | $29,270,040 | $33,960,288 | +$4,690,248 | +16.02% | |
| Bank Of Montreal | 0.01% | 154,164 | $29,227,918 | $33,911,455 | +$4,683,537 | +16.02% | |
| Pure Financial Advisors, Llc | 0.40% | 147,543 | $27,972,603 | $32,455,034 | +$4,482,431 | +16.02% | |
| Johnson Investment Counsel Inc | 0.22% | 143,250 | $27,158,823 | $31,510,703 | +$4,351,880 | +16.02% |
Frequently asked questions about IWN
Who owns the most IWN stock?
The largest holders of IWN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 2000 VALUE E (IWN).
Is IWN widely held by superinvestors?
Many widely followed stocks like IWN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.