Security record · archived quarter
IWN
iShares Russell 2000 Value ETF · Financial Services · Asset Management - Global
6Tracked holders
—Δ holders
1.66MShares held
$253.04MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +3 | 27.15M | $6.00B | +8 | −5 |
| Q1 2026 | 85 | -9 | 27.62M | $5.23B | +1 | −10 |
| Q4 2025 | 94 | +3 | 30.10M | $5.46B | +4 | −1 |
| Q3 2025 | 13 | -2 | 7.11M | $1.26B | — | −2 |
| Q2 2025 | 12 | +2 | 686.19K | $108.25M | +3 | −1 |
| Q1 2025 | 7 | +1 | 895.03K | $135.13M | +2 | −1 |
| Q4 2024 | 6 | -1 | 503.43K | $82.65M | +1 | −2 |
| Q3 2024 | 6 | 0 | 1.55M | $258.18M | — | — |
| Q2 2024 | 6 | — | 1.66M | $253.04M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Starboard Value ✦ | 1.28M | — | $194.94M | 4.5% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 135.84K | — | $20.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 135.84K | — | $20.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 135.84K | — | $20.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 118.21K | — | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 79.90K | — | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 45.48K | — | $6.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 2.05K | — | $311,637 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,012 holders, 47.10M shares, $8.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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