13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IWN

ISHARES RUSSELL 2000 VALUE E

1,149 institutions still hold ISHARES RUSSELL 2000 VALUE E as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287630·Exchange Traded Fund·1,149 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.0B
visible holders
Holders
1,149
filers reporting
Concentration
22.65%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

1,149 institutions reported IWN in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 22.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.4B6.2M0.09%Q2 202602
MORGAN STANLEY
CIK 0000895421
$938M4.2M0.05%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$473M2.1M0.11%Q2 202604
TIAA Wealth Investment Management LLC
CIK 0002124867
$331M1.5M2.21%Q2 202605
D.A. DAVIDSON & CO.
CIK 0001080107
$283M1.3M1.57%Q2 202606
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$270M1.2M0.93%Q2 202607
M&T BANK CORP
CIK 0000036270
$265M1.2M0.78%Q2 202608
LPL Financial LLC
CIK 0001403438
$258M1.2M0.06%Q2 202609
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
CIK 0001021642
$194M877K1.72%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$192M866K0.03%Q2 202611
HSBC HOLDINGS PLC
CIK 0000873630
$191M863K0.08%Q2 202612
UBS Group AG
CIK 0001610520
$170M767K0.02%Q2 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$168M928K0.10%Q4 202514
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$167M757K0.21%Q2 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$154M696K0.01%Q2 202616
Cassaday & Co Wealth Management LLC
CIK 0001963612
$145M654K2.72%Q2 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$133M600K0.02%Q2 202618
Betterment LLC
CIK 0001633901
$128M673K0.24%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$109M491K0.02%Q2 202620
BAILARD, INC.
CIK 0000750641
$107M486K2.19%Q2 2026
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