iShares Russell 2000 Value ETF (IWN) Institutional Ownership $211.31 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Russell 2000 Value ETF (NYSEARCA:IWN)CurrentInstitutional OwnershipPercentage74.70%Number ofInstitutional Buyers(last 12 months)571TotalInstitutional Inflows(last 12 months)$1.53BNumber ofInstitutional Sellers(last 12 months)456TotalInstitutional Outflows(last 12 months)$2.24B Get IWN Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Russell 2000 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data IWN Institutional Buying and Selling by Quarter iShares Russell 2000 Value ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026 Segall Bryant & Hamill LLC35,146$6.66M0.1%-18.3%0.054% 5/22/2026Verus Capital Partners LLC2,787$528K0.0%-3.0%0.004% 5/19/2026 Royal Fund Management LLC39,407$7.47M0.7%N/A0.061% 5/19/2026 Bank of America Corp DE6,123,638$1.16B0.1%-22.3%9.479% 5/19/2026 Janus Henderson Group PLC112,917$21.41M0.0%-15.2%0.175% 5/19/2026 Arkadios Wealth Advisors23,060$4.37M0.1%-1.3%0.036% 5/18/2026 Sunbelt Securities Inc.619$117K0.0%+823.9%0.001% 5/18/2026 EverSource Wealth Advisors LLC49,596$9.40M0.3%+4,450.1%0.077% 5/18/2026 Royal Bank of Canada553,944$105.02M0.0%+3.9%0.857% 5/18/2026 Evercore Wealth Management LLC3,300$626K0.0%-25.0%0.005% Get the Latest News and Ratings for IWN and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Russell 2000 Value ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2026 Quantinno Capital Management LP10,956$2.08M0.0%+55.6%0.017% 5/16/2026 Castleark Management LLC1,060$201K0.0%-17.8%0.002% 5/15/2026 Bradley Foster & Sargent Inc. CT1,445$274K0.0%+10.0%0.002% 5/15/2026 Vawter Financial Ltd.10,019$1.90M0.8%-9.2%0.016% 5/15/2026 Waverly Advisors LLC79,742$15.12M0.1%-0.5%0.123% 5/14/2026 Gamco Investors INC. ET AL3,370$639K0.0%-16.7%0.005% 5/14/2026 Pennington Partners & CO. LLC2,679$508K0.2%N/A0.004% 5/14/2026 Public Employees Retirement System of Ohio15,315$2.90M0.0%+146.2%0.024% 5/14/2026 Compound Planning Inc.3,337$633K0.0%+28.2%0.005% 5/14/2026 Modern Wealth Management LLC8,119$1.55M0.0%-16.2%0.013% 5/14/2026 Capula Management Ltd4,269$809K0.0%-12.5%0.007% 5/14/2026 Systematic Financial Management LP7,594$1.44M0.0%-31.9%0.012% 5/14/2026 Sei Investments Co.257,968$48.91M0.0%-4.0%0.399% 5/14/2026 MWA Asset Management4,695$891K0.5%-1.3%0.007% 5/14/2026 Alamar Capital Management LLC13,934$2.64M1.6%N/A0.022% 5/14/2026 Lido Advisors LLC25,508$4.84M0.0%-18.0%0.039% 5/13/2026 Cetera Investment Advisers250,563$47.50M0.1%-8.1%0.388% 5/13/2026 Wealthspire Retirement LLC4,087$775K0.0%-10.6%0.006% 5/13/2026 NewEdge Wealth LLC5,702$1.08M0.0%-46.8%0.009% 5/13/2026 First Citizens Bank & Trust Co.10,410$1.97M0.0%-3.7%0.016% 5/13/2026 Alesco Advisors LLC An ESL Co3,241$614K0.0%-2.5%0.005% 5/8/2026 PNC Financial Services Group Inc.1,100,598$208.66M0.1%-1.1%1.704% 5/8/2026 Cassaday & Co Wealth Management LLC644,789$122.25M2.6%+1.4%0.998% 5/8/2026 MWA Asset Management4,697$891K0.5%-1.3%0.007% 5/8/2026 Johnson Financial Group Inc.5,160$978K0.0%-1.5%0.008% 5/7/2026 Lowe Brockenbrough & Co. Inc.7,815$1.48M0.1%-12.1%0.012% 5/7/2026 Parallel Advisors LLC12,091$2.29M0.0%+2.1%0.019% 5/7/2026 Next Capital Management LLC1,898$360K0.1%N/A0.003% 5/7/2026 Windward Private Wealth Management Inc.8,772$1.66M0.6%-3.5%0.014% 5/6/2026 Bartlett & CO. Wealth Management LLC14,132$2.92M0.0%-2.6%0.022% Elon Musk’s $1 Quadrillion AI IPO (Ad)$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.Claim Your Stake Now5/6/2026 Zhang Financial LLC99,252$18.82M0.7%-0.7%0.154% 5/6/2026 Modera Wealth Management LLC130,686$24.78M0.3%-1.7%0.202% 5/6/2026 Assetmark Inc.16,924$3.21M0.0%-35.3%0.026% 5/6/2026 Main Street Group LTD468$89K0.0%N/A0.001% 5/6/2026 Bessemer Group Inc.1,583$300K0.0%-60.4%0.002% 5/6/2026 Allspring Global Investments Holdings LLC189,169$35.87M0.1%-13.9%0.293% 5/6/2026 Independent Financial Group LLC1,103$209K0.0%N/A0.002% 5/5/2026 Wealthfront Advisers LLC20,476$3.88M0.0%+23.8%0.032% 5/5/2026 D.A. Davidson & CO.1,273,529$241.45M1.5%+2.2%1.971% 5/5/2026 Navigation Group LLC52,684$9.99M2.3%N/A0.082% 5/5/2026 Midwest Professional Planners LTD.18,868$3.58M0.8%N/A0.029% 5/5/2026 Bank of New York Mellon Corp284,106$53.86M0.0%+38.1%0.440% 5/5/2026 Geneos Wealth Management Inc.20,403$3.87M0.1%+13.0%0.032% 5/5/2026 Luts & Greenleigh Group Inc.8,476$1.61M1.3%+2.6%0.013% 5/5/2026 Advisors Preferred LLC1,796$341K0.1%-99.0%0.003% 5/5/2026 Sanctuary Advisors LLC40,389$7.66M0.0%+3.2%0.063% 5/5/2026 Sigma Planning Corp3,744$710K0.0%+3.6%0.006% 5/5/2026 Checchi Capital Advisers LLC13,222$2.51M0.1%+20.6%0.020% 5/5/2026 Fell Capital Management ADV25,728$4.88M4.7%+25.2%0.040% 5/5/2026 Broadview Financial Management LLC2,949$559K0.4%-2.1%0.005% 5/5/2026 Avantax Planning Partners Inc.30,585$5.80M0.2%-4.8%0.047% 5/4/2026 AMG National Trust Bank237,810$45.09M1.0%-2.4%0.368% 5/4/2026 Retirement Planning Group LLC8,519$1.62M0.1%+2.3%0.013% 5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,830$3.00M0.1%-4.6%0.025% 5/4/2026 Bryn Mawr Trust Advisors LLC7,461$1.42M0.1%-2.0%0.012% 5/4/2026 V2 Financial group LLC1,100$209K0.1%N/A0.002% 5/4/2026 Center for Financial Planning Inc.4,069$771K0.1%-13.4%0.006% 5/4/2026 Principal Financial Group Inc.115,483$21.90M0.0%-25.2%0.179% 5/4/2026 Bedel Financial Consulting Inc.5,210$988K0.1%+6.4%0.008% 5/4/2026 Chicago Partners Investment Group LLC4,024$830K0.0%+5.6%0.006% 5/4/2026 Sentinel Wealth Management Inc.26,165$4.96M4.0%-0.7%0.041% 5/4/2026 Procyon Advisors LLC2,500$474K0.0%-10.1%0.004% 5/2/2026 Pacific Life Fund Advisors LLC428,929$81.32M9.3%-0.8%0.664% 5/2/2026 Strategic Wealth Advisors LLC2,665$505K0.4%+2.9%0.004% 5/2/2026 Diversify Wealth Management LLC3,662$748K0.0%+23.1%0.006% 5/2/2026 Valmark Advisers Inc.2,424$460K0.0%+2.3%0.004% 5/2/2026 Carnegie Investment Counsel5,594$1.06M0.0%+14.0%0.009% 5/1/2026 Citizens Financial Group Inc. RI5,084$964K0.0%-5.3%0.008% 5/1/2026 Midwest Trust Co16,405$3.11M0.0%+1.4%0.025% 5/1/2026 Fifth Third Bancorp182,001$34.51M0.1%+115.9%0.282% 5/1/2026 Droms Strauss Advisors Inc. MO ADV35,235$6.68M1.7%+2.7%0.055% 5/1/2026 Sequoia Financial Advisors LLC14,332$2.72M0.0%+3.3%0.022% 5/1/2026 Independence Bank of Kentucky1,585$300K0.0%+6.8%0.002% 5/1/2026 Mascoma Wealth Management LLC222$42K0.0%+692.9%0.000% 5/1/2026 William Howard & Co Financial Advisors Inc1,081$205K0.2%-16.1%0.002% 5/1/2026 Relyea Zuckerberg Hanson LLC8,519$1.62M0.2%+1.6%0.013% 5/1/2026 Cedar Mountain Advisors LLC369$70K0.0%+17.9%0.001% 5/1/2026 Diversified Investment Strategies LLC4,732$897K0.6%+1.9%0.007% 4/30/2026 Equitable Trust Co.4,188$794K0.0%+27.2%0.006% 4/30/2026 Hsbc Holdings PLC859,009$162.86M0.1%+1,784.5%1.327% The Iran War Just Broke the Gold Market (Ad)The Iran war isn't just a geopolitical event. It's a financial one. Within hours of the strikes, oil surged… Defense stocks exploded…And gold ripped past $5,000.You can see the evidence — and the ticker symbol — here >>>4/30/2026 Sonata Capital Group Inc.60,923$11.55M4.3%-0.5%0.094% 4/30/2026 First Horizon Corp58,451$11.08M0.5%+6.9%0.090% 4/30/2026 Kestra Advisory Services LLC53,328$10.11M0.0%-1.6%0.082% 4/30/2026 Money Concepts Capital Corp5,379$1.02M0.1%N/A0.008% 4/29/2026 Penobscot Investment Management Company Inc.12,412$2.35M0.2%+0.6%0.019% 4/29/2026 SilverOak Wealth Management LLC8,901$1.69M0.3%-1.7%0.014% 4/29/2026 Saxon Interests Inc.4,818$913K0.3%+262.0%0.007% 4/29/2026 Addison Capital Co10,331$1.96M0.3%N/A0.016% 4/29/2026 Clearwave Capital LLC1,426$270K0.2%+4.9%0.002% 4/29/2026 K2 Financial Inc.975$201K0.1%N/A0.002% IWN Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IWN shares? During the previous two years, 1,067 institutional investors and hedge funds held shares of iShares Russell 2000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.16B), Morgan Stanley ($773.72M), TIAA Trust National Association ($500.29M), Envestnet Asset Management Inc. ($379.89M), Alaska Permanent Fund Corp ($347.85M), D.A. Davidson & CO. ($241.45M), and Starboard Value LP ($226.04M).Learn more on iShares Russell 2000 Value ETF's institutional investors. What percentage of iShares Russell 2000 Value ETF's stock is owned by institutional investors? 74.70% of iShares Russell 2000 Value ETF's stock is owned by institutional investors. Learn more on IWN's institutional investor holdings. Which institutional investors have been buying iShares Russell 2000 Value ETF's stock? Of the 862 institutional investors that purchased iShares Russell 2000 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brooklyn FI LLC ($2.02M), Vaughan Nelson Investment Management L.P. ($1.86M), TIAA Trust National Association ($1.83M), Alaska Permanent Fund Corp ($1.73M), Strategic Financial Concepts LLC ($1.62M), Hsbc Holdings PLC ($931.93K), and Bank of America Corp DE ($821.25K). How much institutional buying is happening at iShares Russell 2000 Value ETF? Institutional investors have bought a total of 8,733,546 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions. Which of iShares Russell 2000 Value ETF's major shareholders have been selling company stock? Of the 456 institutional investors that sold iShares Russell 2000 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($2.62M), Bank of America Corp DE ($1.80M), TIAA Trust National Association ($1.77M), M&T Bank Corp ($1.03M), Morgan Stanley ($414.80K), Atom Investors LP ($223.91K), and US Bancorp DE ($215.50K). How much institutional selling is happening at iShares Russell 2000 Value ETF? Institutional investors have sold a total of 12,642,406 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions. Related Companies Dimensional U.S. Small Cap ETF Major Shareholders iShares Russell 2000 Growth ETF Major Shareholders iShares MSCI EAFE Small-Cap ETF Major Shareholders Vanguard FTSE All-World ex-US Small-Cap ETF Major Shareholders SPDR Portfolio S&P 600 Small Cap ETF Major Shareholders Vanguard Russell 2000 ETF Major Shareholders Schwab Fundamental U.S. Small Company ETF Major Shareholders iShares S&P Small-Cap 600 Value ETF Major Shareholders Dimensional US Small Cap Value ETF Major Shareholders Avantis International Small Cap Value ETF Major Shareholders This page (NYSEARCA:IWN) was last updated on 5/25/2026 by MarketBeat.com Staff. 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