Follow The Filings

IWN iShares Trust

Filed as ISHARES TR (RUS 2000 VAL ETF), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.0%
  • $370K

Who owns this now

Largest portfolio weights among holders, up to 0.0% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz 0.03%

Who owns IWN

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.03% Hold 1,765 $370K History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

No member of Congress reported trading IWN in the last three years. 10 members listed it in 2025 annual reports.

All Congress trades

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.