Security record · archived quarter
IWN
iShares Russell 2000 Value ETF · Financial Services · Asset Management - Global
94Tracked holders
+3Δ holders
30.10MShares held
$5.46BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow -2.8% ·
net new positions +3.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 7.88M | — | $1.43B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 4.27M | -8.8% | $773.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 2.18M | — | $395.60M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.11M | — | $201.70M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | LPL Financial LLC | 1.10M | — | $199.81M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.02M | — | $184.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.02M | — | $184.25M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1.02M | — | $184.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1.02M | — | $184.25M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1.02M | — | $184.25M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 805.86K | — | $146.03M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 805.86K | — | $146.03M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 805.86K | — | $146.03M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 792.63K | — | $143.63M | 0.2% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 712.11K | -2.5% | $129.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 712.11K | -2.5% | $129.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 712.11K | -2.5% | $129.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 712.11K | -2.5% | $129.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Charles Schwab Investment… | 651.33K | — | $118.03M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 625.17K | — | $113.29M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 625.17K | — | $113.29M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 533.29K | — | $96.64M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Kayne Anderson Rudnick Investment… | 469.44K | — | $85.11M | 0.2% | n/c | 1 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 446.65K | — | $80.94M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 439.47K | -49.4% | $79.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Raymond James Financial Inc | 438.70K | — | $79.50M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Raymond James Financial Inc | 438.70K | — | $79.50M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Raymond James Financial Inc | 438.70K | — | $79.50M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Raymond James Financial Inc | 438.70K | — | $79.50M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Focus Partners Wealth | 340.89K | — | $61.77M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Brown Advisory Inc | 281.32K | — | $50.98M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Brown Advisory Inc | 281.32K | — | $50.98M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Brown Advisory Inc | 281.32K | — | $50.98M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 276.74K | — | $50.15M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 276.74K | — | $50.15M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Corient Private Wealth LP | 284.25K | — | $49.93M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Corient Private Wealth LP | 284.25K | — | $49.93M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Corient Private Wealth LP | 284.25K | — | $49.93M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Corient Private Wealth LP | 284.25K | — | $49.93M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cetera Investment Advisers | 272.74K | — | $49.42M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Sei Investments Co | 268.62K | — | $48.67M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Sei Investments Co | 268.62K | — | $48.67M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 262.55K | — | $47.61M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 262.55K | — | $47.61M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 262.55K | — | $47.61M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 262.55K | — | $47.61M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Ameriprise Financial Inc | 262.55K | — | $47.61M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Wealth Enhancement Advisory… | 245.81K | — | $46.20M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Allspring Global Investments… | 219.79K | — | $39.83M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 205.78K | — | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Victory Capital Management Inc | 196.18K | — | $35.55M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 194.90K | — | $35.32M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 194.90K | — | $35.32M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Wellington Management ✦ | 168.59K | -16.4% | $30.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 96 | Wellington Management ✦ | 168.59K | -16.4% | $30.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 97 | Wellington Management ✦ | 168.59K | -16.4% | $30.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 98 | Mariner, LLC | 168.24K | — | $30.49M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Mariner, LLC | 168.24K | — | $30.49M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Mariner, LLC | 168.24K | — | $30.49M | 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
| Fisher Asset Management | $477,209 | was 0.0% |
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: Q4 2025 ·
Methodology ·
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