13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
IWN

ISHARES RUSSELL 2000 VALUE E

1,106 institutions still hold ISHARES RUSSELL 2000 VALUE E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287630·Exchange Traded Fund·1,106 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.4%
vs prior quarter
13F value held
$5.2B
75.0% inst. owned
of float
Holders
1,106
+131 QoQ
filers reporting
Activity
+14 / −62
+911 added · −836 reduced
this quarter
Concentration
22.28%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,106 institutions reported IWN in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 22.3% of the visible book. +131 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.2B6.1M0.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$827M4.4M0.05%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$407M2.1M0.11%Q1 202604
TIAA Wealth Investment Management LLC
CIK 0002124867
$286M1.5M2.18%Q1 202605
D.A. DAVIDSON & CO.
CIK 0001080107
$241M1.3M1.46%Q1 202606
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$228M1.2M0.88%Q1 202607
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
CIK 0001021642
$210M1.1M2.11%Q1 202608
LPL Financial LLC
CIK 0001403438
$201M1.1M0.05%Q1 202609
M&T BANK CORP
CIK 0000036270
$193M1.0M0.66%Q1 202610
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$168M928K0.10%Q4 202511
WELLS FARGO & COMPANY/MN
CIK 0000072971
$166M877K0.03%Q1 202612
HSBC HOLDINGS PLC
CIK 0000873630
$163M859K0.09%Q1 202613
UBS Group AG
CIK 0001610520
$159M839K0.02%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$150M794K0.21%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$138M728K0.02%Q1 202616
Cassaday & Co Wealth Management LLC
CIK 0001963612
$122M645K2.60%Q1 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$115M608K0.02%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$105M554K0.02%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$86M464K0.01%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$85M448K0.03%Q1 2026
Page 1 of 56
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