§ EQUITY
USDIWN
ISHARES RUSSELL 2000 VALUE E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 3.9M | 0.0% | −49% |
| Bank of America Corp | 3.6M | 0.1% | −22% |
| ENVESTNET ASSET MANAGEMENT INC | 2.1M | 0.1% | −2% |
| TIAA Wealth Investment Management LLC | 1.5M | 2.2% | n/a |
| D.A. DAVIDSON & CO. | 1.3M | 1.5% | +2% |
| Bank of America Corp | 1.3M | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IWN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.3% · 909 holders
DEALER / BANK40.9% · 68 holders
QUALITY / COMPOUNDER3.1% · 13 holders
INCOME / DEFENSIVE0.6% · 11 holders
TACTICAL / MACRO0.3% · 3 holders
PASSIVE / INDEX0.3% · 3 holders
DEEP VALUE0.2% · 3 holders
ACTIVIST0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IWN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IWN yet.