IWN

Ishares Russell 2000 Value EETF$224.18 1.31%
UnclassifiedUSCUSIP 464287630· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
572
+1 QoQ
13F Value (tracked)
$8.2B
13F Moves · latest Q
13 added
26 trimmed
Recent Filings
0

Price & smart-money activity

$224.18 1.31%5Y +46.5%
$118.51$146.89$175.26$203.63$232.012021202220232024202520267176106578086758472829272731037194768088837810389889194134981011331091271091161471211211352029
Hover for who · click for detailEnd-of-day closing prices52w $157.10 – $224.18
Build

Ask your agent what changed in IWN

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IWN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IWN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

572 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$1.2B
6.1M
−22%
Reduced · −1.8M sh
Q1 2026
2MORGAN STANLEY
$826.7M
4.4M
+2.1%
Added · +91K sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$406.6M
2.1M
−1.8%
Reduced · −38K sh
Q1 2026
4TIAA Wealth Investment Management LLC
$285.7M
1.5M
New
+1.5M sh
Q1 2026
5D.A. DAVIDSON & CO.
$241.4M
1.3M
+2.2%
Added · +27K sh
Q1 2026
6TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$227.6M
1.2M
New
+1.2M sh
Q1 2026
7PNC FINANCIAL SERVICES GROUP, INC.
$208.7M
1.1M
−1.1%
Reduced · −12K sh
Q1 2026
8LPL Financial LLC
$201.4M
1.1M
−3.6%
Reduced · −40K sh
Q1 2026
9M&T BANK CORP
$192.8M
1.0M
−0.1%
Reduced · −1K sh
Q1 2026
10VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
$194.0M
877K
−21%
Reduced · −232K sh
Q2 2026
11WELLS FARGO & COMPANY/MN
$166.2M
877K
−14%
Reduced · −140K sh
Q1 2026
12HSBC HOLDINGS PLC
$162.9M
859K
19×
Added · +813K sh
Q1 2026
13UBS Group AG
$159.1M
839K
+4.2%
Added · +33K sh
Q1 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$150.4M
794K
+0.1%
Added · +915 sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$137.9M
728K
+2.2%
Added · +15K sh
Q1 2026
16Cassaday & Co Wealth Management LLC
$122.2M
645K
+1.4%
Added · +9K sh
Q1 2026
17NORTHERN TRUST CORP
$115.2M
608K
−2.8%
Reduced · −17K sh
Q1 2026
18ROYAL BANK OF CANADA
$105.0M
554K
+3.9%
Added · +21K sh
Q1 2026
19JPMORGAN CHASE & CO
$85.8M
464K
+5.7%
Added · +25K sh
Q1 2026
20RAYMOND JAMES FINANCIAL INC
$84.9M
448K
+2.1%
Added · +9K sh
Q1 2026
21Pathstone Holdings, LLC
$78.7M
415K
+4.5%
Added · +18K sh
Q1 2026
22Badgley Phelps Wealth Managers, LLC
$74.0M
390K
+0.9%
Added · +4K sh
Q1 2026
23Focus Partners Wealth
$64.3M
339K
−0.5%
Reduced · −2K sh
Q1 2026
24Jasper Ridge Partners, L.P.
$61.0M
322K
Held
Q1 2026
25COMMERCE BANK
$61.0M
322K
−1.9%
Reduced · −6K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
12
funds
Reduced
26
funds
Exited
0
funds

Institutional ownership over time

568 funds+97 since Q3 2024
0284568Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $8.2B

Funds that own IWN also own

CompanyCo-held byCombined value
APPLE INCAAPL251 funds$130.9B
MICROSOFT CORPMSFT251 funds$124.9B
META PLATFORMS INC-CLASS AMETA248 funds$51.4B
AMAZON.COM INCAMZN247 funds$92.8B
ALPHABET INC-CL AGOOGL247 funds$68.8B
NVIDIA CORPNVDA246 funds$169.7B
ALPHABET INC-CL CGOOG246 funds$63.0B
JPMORGAN CHASE & COJPM246 funds$35.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B245 funds$21.7B
SS SPDR S&P 500 ETF TRUST-USSPY244 funds$31.4B
EXXON MOBIL CORPXOM243 funds$23.9B
VISA INC-CLASS A SHARESV242 funds$31.8B

Ranked by how many of IWN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IWN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.