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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,063 managers (1,075 13F filers) reported a position in IWN shares at 2026-06-30, 46,982,114 shares in all. 88 filers opened a position and 46 filers sold out during the quarter.

Managers
1,063
13F filers
1,075
New
88
Added
300
Reduced
357
Sold out
46
Shares held by filers
46,982,114

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,186,337$1.37B0.09%+62,69913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,238,800$938M0.05%-121,54113F-HRTimelineGroup
TIAAgroup of 4 filers holding2,782,862$616M-32,861Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,148,356$475M-5,984Timeline
D.A. DAVIDSON & CO.1,281,525$283M1.57%+7,99613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,198,061$265M0.78%+181,26913F-HRTimelineGroup
LPL Financial LLC1,166,269$258M0.06%+103,79213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,090,896$241M0.12%-9,70213F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…876,999$194M1.72%-231,92113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN866,095$192M0.03%-10,72313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC862,739$191M0.09%+3,73013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding767,196$170M-73,120Timeline
COMMONWEALTH EQUITY SERVICES, LLC756,672$167M0.21%-36,87513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC696,081$154M0.02%-31,51713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC654,442$145M2.72%+9,65313F-HRTimeline
Betterment LLC646,889$143M0.24%-25,63013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP599,858$133M0.02%-7,84513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA490,973$109M0.02%-62,97113F-HRTimelineGroup
BAILARD, INC.485,652$107M2.19%+417,92913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO454,981$101M0.01%-9,38413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC433,434$95.9M0.03%-14,56913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC406,524$89.9M0.26%-8,32813F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC397,941$88M1.54%+7,66213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding387,261$85.7M-8,339Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…325,490$72M0.01%+189,10813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP316,264$70M0.03%+14,91613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK310,507$68.7M0.3%-11,12813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp278,097$61.5M0.01%-6,00913F-HRTimelineGroup
Cetera Investment Advisers258,987$57.3M0.05%+8,42413F-HRTimeline
MAI Capital Management257,908$57M0.22%+32413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO251,170$55.6M0.05%-6,79813F-HRTimelineGroup
CHOREO, LLC243,333$53.8M0.59%-60013F-HRTimeline
WHITTIER TRUST CO240,327$53.3M0.52%+40,87513F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…233,866$51.7M2.92%-3,68313F-HRTimelineGroup
AMG National Trust Bank233,018$51.5M1.06%-4,79213F-HRTimeline
Comprehensive Financial Management LLC230,481$51M1.67%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC219,517$48.8M0.01%-50,80113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC206,035$45.6M0.07%-6,15413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…197,501$43.7M0.07%-2,05713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding195,477$43.2M-5,244Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …188,771$41.8M0.06%-39813F-HRTimelineGroup
FMR LLCin group FMR LLC185,568$41M<0.01%+8,49513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…176,936$38.9M0.07%-34,15913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\175,233$38.8M0.04%-48913F-HRTimelineGroup
Waldron Private Wealth LLC162,783$36M1.25%-3,90313F-HRTimeline
Mariner, LLCin group Mariner, LLC158,339$35M0.04%-93113F-HRTimelineGroup
Arax Advisory Partners155,456$34.3M0.23%+41,92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.151,968$33.6M0.04%+21,50313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS151,230$33.5M0.02%+15,15213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…150,704$33.3M0.03%+131,61313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/147,412$32.6M0.01%-6,75213F-HRTimelineGroup
Pure Financial Advisors, LLC147,065$32.5M0.41%-47813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…141,743$31.4M0.1%-91,38913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp132,146$29.2M3.47%-10,25913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC132,012$29.2M0.21%-11,23813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC131,921$29M0.54%+21,36013F-HRTimeline
COURIER CAPITAL LLC130,333$28.8M1.44%-24,05313F-HRTimeline
Modera Wealth Management, LLC130,222$28.8M0.31%-46413F-HRTimeline
HighTower Advisors, LLC128,463$28.4M0.03%-3,37213F-HRTimeline
Jupiter Topco LLCin group Janus Henderson125,708$27.8M0.01%13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,455$27.5M0.03%-16,39613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC121,763$26.9M0.01%+12,49013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP119,244$26.4M0.04%+10,68013F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS117,434$26M0.04%+6,93513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers116,250$25.7M0.03%-86,52013F-HRTimelineGroup
Powell Investment Advisors, LLC115,249$25.5M8.05%-18813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.113,932$25.2M<0.01%-25,45513F-HRTimelineGroup
FLOW TRADERS U.S. LLC109,004$24.1M0.99%+14,91913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC106,257$23.5M0.03%+1,40313F-HRTimelineGroup
Zhang Financial LLC97,906$21.7M0.63%-1,34613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC96,000$21.2M0.01%+34013F-HRTimeline
Elite Financial, Inc.95,544$21.1M8.54%-86713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/92,482$20.5M0.02%+1,67513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …92,369$20.4M0.14%-12813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,894$20.1M0.03%-69113F-HRTimelineGroup
Creative Planningin group Creative Planning90,616$20M0.01%+1,12913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding88,010$19.5M-29,882Timeline
Savant Capital, LLC87,713$19.4M0.06%+2,95713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co87,471$19.3M0.21%-83813F-HRTimelineGroup
Hilltop Partners LLC83,327$18.4M4.47%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.93,167$17.7M0.01%+65913F-HRTimeline
ASPIRIANT, LLC79,419$17.6M0.43%-46413F-HRTimeline
Waverly Advisors, LLC78,706$17.4M0.1%-1,03613F-HRTimeline
ARIEL INVESTMENTS, LLC76,697$17M0.17%+11,24213F-HRTimeline
Wealthspire Advisors, LLC76,439$16.9M0.09%+49213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,271$16.6M0.01%+10,15713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,085$16.6M0.01%+6,28613F-HRTimelineGroup
Strategic Equity Management73,135$16.2M5.43%+4,58213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC72,054$15.9M0.29%-11,68113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC71,760$15.9M0.1%-19,51113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC70,287$15.5M0.12%-1,24113F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC70,047$15.5M5.55%-55813F-HRTimeline
Jasper Ridge Partners, L.P.66,631$14.7M0.31%-255,05313F-HR/ATimeline
Beacon Pointe Advisors, LLC65,608$14.5M0.07%-16,08013F-HRTimeline
Cresset Asset Management, LLC65,424$14.5M0.05%+4,46013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding65,208$14.4M-8,049Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…61,531$13.6M0.15%+2,35813F-HRTimelineGroup
NewEdge Advisors, LLC61,284$13.6M0.04%+31,48513F-HRTimeline
SONATA CAPITAL GROUP INC60,479$13.4M4.32%-44413F-HRTimeline
LBJ Family Wealth Advisors, Ltd.60,110$13.3M6.78%-43813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC60,119$13.3M0.93%+2013F-HRTimeline
Leeward Investments, LLC - MA58,194$12.9M0.59%+1,66413F-HRTimeline
FIRST HORIZON CORP57,924$12.8M0.49%-52713F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC57,200$12.7M0.77%-5,43513F-HRTimeline
Allworth Financial LP57,125$12.6M0.05%-68,58413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…56,104$12.4M0.04%+1,64413F-HRTimelineGroup
EP Wealth Advisors, LLC55,270$12.2M0.05%-1,07613F-HRTimeline
BLAIR WILLIAM & CO/IL54,715$12.1M0.03%-6613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources54,331$12M<0.01%-19,50513F-HRTimelineGroup
Corundum Group, Inc.53,073$11.7M3.48%-43513F-HRTimeline
Navigation Group, LLC52,829$11.7M2.27%+14513F-HRTimeline
Marion Wealth Management51,511$11.4M2.32%-56913F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …50,500$11.2M1.47%013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.49,463$11M0.01%-1,73313F-HRTimelineGroup
RTD Financial Advisors, Inc.49,468$10.9M1.19%-3,77913F-HRTimeline
HB Wealth Management, LLC48,958$10.8M0.06%+1,79213F-HRTimeline
Idaho Trust Co47,340$10.5M3.06%+2,54413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC44,953$9.95M1.54%+43,15713F-HRTimelineGroup
Sanctuary Advisors, LLC43,886$9.71M0.05%+3,49713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP43,286$9.57M0.11%-30913F-HRTimeline
Viewpoint Capital Management LLC43,186$9.55M4.87%-5,06313F-HRTimeline
Baker Avenue Asset Management, LP42,469$9.39M0.18%+1,36313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,926$9.27M0.01%-28413F-HR/ATimeline
MONEYWISE, INC.40,123$8.88M3.31%+3,96913F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD39,818$8.81M0.01%new13F-HRTimelineGroup
CM WEALTH ADVISORS LLC39,804$8.8M1.59%-1,31913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…39,415$8.72M0.03%+24,10013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC39,415$8.72M0.38%+24,10013F-HRTimeline
HANCOCK WHITNEY CORP39,172$8.66M0.14%-913F-HRTimeline
Fortis Group Advisors, LLC39,164$8.66M1.38%-1713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…39,100$8.65M0.02%-4,30013F-HRTimelineGroup
Summit Financial, LLC38,649$8.55M0.09%+3,85813F-HRTimeline
United Asset Strategies, Inc.38,516$8.52M0.6%-15513F-HRTimeline
LWM ADVISORS INC38,500$8.52M6.35%-28113F-HRTimeline
Integrated Wealth Concepts LLC37,870$8.38M0.04%+19,29413F-HRTimeline
OFS Enterprise LLC37,848$8.37M2.14%-45913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC37,185$8.23M0.1%+2,03913F-HRTimeline
Integrated Investment Consultants, LLC35,777$7.91M1.56%+2,23313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management35,644$7.88M0.08%+4,82213F-HRTimelineGroup
Foundation Wealth Management, LLC35,378$7.83M4.63%-1,59413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,369$7.82M<0.01%-29,73313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC35,006$7.74M0.02%+6,21013F-HRTimeline
HARBOUR INVESTMENTS, INC.34,815$7.7M0.1%-813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV34,475$7.63M1.73%-76013F-HRTimeline
Independent Family Office, LLC34,436$7.62M3.06%+3313F-HRTimeline
One Capital Management, LLC39,792$7.54M0.21%013F-HRTimeline
Venture Visionary Partners LLC34,039$7.53M0.21%+1,10013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,929$7.51M0.18%-27,79913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC33,924$7.5M0.51%+1,98813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.33,009$7.3M0.02%-36,90413F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…32,804$7.26M0.49%+5,64913F-HRTimelineGroup
XML Financial, LLC32,424$7.17M0.52%+33813F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…31,637$7M0.03%+3,36413F-HRTimelineGroup
ROYCE & ASSOCIATES LP30,982$6.85M0.06%-6,44413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA30,949$6.85M0.03%+1213F-HRTimelineGroup
TD Waterhouse Canada Inc.30,804$6.83M0.02%-1,44513F-HRTimeline
STEVENS CAPITAL PARTNERS30,437$6.73M1.28%+2,20713F-HRTimeline
INSTRUMENTAL WEALTH, LLC30,417$6.73M3.41%+1,61713F-HRTimeline
Brooklyn FI, LLC30,065$6.68M1.22%-69613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC30,026$6.64M0.01%+13,10213F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…30,000$6.64M0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.29,847$6.6M0.16%-73813F-HRTimeline
Mullaney, Keating & Wright, Inc.29,482$6.52M3.15%-3513F-HRTimeline
McLean Asset Management Corp29,030$6.42M0.85%-66913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC29,025$6.42M0.01%-6,79213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC28,903$6.39M0.06%-1,18013F-HRTimeline
Financial Synergies Wealth Advisors, In…28,554$6.32M0.54%-13013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…28,554$6.32M0.38%-5,90613F-HRTimeline
InvesTrust28,181$6.23M2.4%-2313F-HRTimeline
MidFirst Bank28,046$6.2M0.44%-18113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp28,006$6.2M0.01%-9,81913F-HRTimelineGroup
FELL CAPITAL MANAGEMENT /ADV27,215$6.02M5.07%+1,48713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC26,855$5.94M0.3%013F-HRTimeline
Private Advisor Group, LLC26,590$5.88M0.03%+4,98513F-HRTimeline
Cambridge Investment Research Advisors,…26,496$5.86M0.01%+1,68313F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,394$5.84M0.03%-29,10213F-HRTimelineGroup
WESBANCO BANK INC26,243$5.8M0.14%-1,12013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,951$5.74M0.08%-33013F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.25,949$5.74M4.05%-21613F-HRTimeline
Noble Family Wealth, LLC25,619$5.67M1.01%-8413F-HRTimeline
Whitegate Investment Counselors, Inc.24,680$5.46M1.55%+5313F-HRTimeline
BLUELINE ADVISORS LLC24,314$5.38M3.72%+1,53613F-HRTimeline
Strategic Financial Partners, Ltd.23,822$5.27M1.99%new13F-HRTimeline
Global Retirement Partners, LLC23,660$5.23M0.08%13F-HRTimeline
RPg Family Wealth Advisory, LLC23,120$5.11M0.85%+19413F-HR/ATimeline
Risk Paradigm Group, LLC23,082$5.11M4%+19613F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC22,757$5.03M0.3%new13F-HRTimeline
Geneos Wealth Management Inc.22,635$5.01M0.1%+2,23213F-HRTimeline
Arkadios Wealth Advisors22,620$5M0.08%-44013F-HRTimeline
BOKF, NAin group BOKF, NA22,528$4.98M0.07%-73013F-HRTimelineGroup
CITY HOLDING CO22,445$4.96M0.56%+7513F-HRTimeline
Wealthfront Advisers LLC22,218$4.91M0.01%+1,74213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,542$4.77M0.02%-3,96613F-HRTimelineGroup
Farther Finance Advisors, LLC21,481$4.75M0.04%+1,19613F-HRTimeline
Bare Financial Services, Inc21,335$4.72M1.08%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC20,676$4.57M0.6%013F-HRTimeline
Sterling Capital Management LLC20,614$4.56M0.08%-12,93913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO20,545$4.54M0.38%+64513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,507$4.54M0.06%013F-HRTimeline
Atlas Brown,Inc.20,079$4.44M1.19%-213F-HRTimeline