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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
BBR PARTNERS, LLC20,014$4.43M0.21%+1,56513F-HRTimeline
Texas Yale Capital Corp.19,889$4.4M0.1%013F-HRTimeline
Moran Wealth Management, LLC19,356$4.28M0.12%new13F-HRTimeline
Northwest Bancshares, Inc.19,185$4.24M0.76%new13F-HRTimeline
Merit Financial Group, LLC19,061$4.22M0.03%-6313F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding18,228$4.05M+14,566Timeline
Foundation Wealth Management, LLC\PA18,209$4.03M1.22%-15613F-HRTimeline
Prosperity Planning, Inc.17,945$3.97M0.91%-47613F-HRTimeline
Midwest Professional Planners, LTD.17,915$3.96M0.78%-95313F-HRTimeline
OneDigital Investment Advisors LLC17,868$3.95M0.03%+11913F-HRTimeline
NewEdge Wealth, LLC17,800$3.94M0.04%+12,09813F-HRTimeline
Sierra Capital LLC17,742$3.92M0.38%+313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.17,727$3.92M0.5%-11713F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,595$3.89M0.08%-57013F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.17,594$3.89M1.22%+40013F-HRTimeline
AE Wealth Management LLC17,506$3.87M0.02%+2,20713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,245$3.81M0.14%+1,51713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.17,021$3.77M<0.01%-37,15613F-HRTimelineGroup
GHP Investment Advisors, Inc.16,945$3.75M0.14%+7913F-HRTimeline
GTS SECURITIES LLC16,929$3.74M0.08%-38,51513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,706$3.7M<0.01%+10,11413F-HRTimelineGroup
Facet Wealth, Inc.16,634$3.68M0.05%-13,64313F-HRTimeline
&PARTNERS15,925$3.52M0.01%+3,01713F-HRTimeline
TICINO WEALTH15,919$3.52M1.11%+2,33413F-HRTimeline
Midwest Trust Co15,839$3.5M0.04%-56613F-HRTimeline
Clearstead Advisors, LLC15,811$3.5M0.03%+96213F-HRTimeline
Finley Financial, LLC15,540$3.44M1.38%013F-HRTimeline
Visionary Wealth Advisors15,436$3.41M0.13%-1,08113F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,406$3.41M0.05%-42413F-HRTimeline
STOCK YARDS BANK & TRUST CO15,355$3.4M0.1%-30513F-HR/ATimeline
Asset Management Group, Inc.15,279$3.38M0.49%-15013F-HRTimeline
Kelsey Financial, LLC15,110$3.34M2.54%+39913F-HRTimeline
Wealth Architects, LLC14,890$3.29M0.26%013F-HRTimeline
Alamar Capital Management, LLC14,655$3.24M1.64%+72113F-HRTimeline
Quantinno Capital Management LP14,600$3.23M<0.01%+3,64413F-HRTimeline
Janney Montgomery Scott LLC14,530$3.21M0.01%+38713F-HRTimeline
Klingman & Associates, LLC14,297$3.16M0.13%013F-HRTimeline
Sequoia Financial Advisors, LLC14,293$3.16M0.02%-3913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,167$3.13M0.04%+3513F-HRTimeline
Roundview Capital LLC13,726$3.04M0.17%013F-HRTimeline
Brady Martz Wealth Solutions, LLC13,546$3M0.45%+3913F-HRTimeline
Hardy Reed LLC13,312$2.94M0.19%013F-HRTimeline
Dorsey & Whitney Trust CO LLC13,283$2.94M0.14%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,239$2.93M0.06%+2813F-HRTimeline
LMG Wealth Partners, LLC13,166$2.91M0.47%013F-HRTimeline
WealthPlan Investment Management, LLC13,073$2.89M0.14%+15613F-HRTimeline
BHK Investment Advisors, LLC13,021$2.88M0.86%+5313F-HRTimeline
Snowden Capital Advisors LLC12,981$2.87M0.07%+1,38213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,891$2.85M0.08%-4213F-HRTimelineGroup
Washington Trust Bank12,786$2.83M0.2%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allegheny Financial Group12,744$2.82M0.3%+8713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,714$2.81M0.02%+77613F-HRTimelineGroup
VANCE WEALTH, LLC12,667$2.8M0.63%-16613F-HRTimeline
Tradition Wealth Management, LLC12,579$2.78M0.17%-913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,496$2.76M0.03%+6,56813F-HRTimelineGroup
Penobscot Investment Management Company…12,347$2.73M0.19%-6513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,316$2.72M0.3%-1213F-HR/ATimeline
J2 Capital Management Inc12,297$2.72M1.83%+3,14113F-HRTimeline
Meramec Financial Planners, LLC12,210$2.71M0.99%-1,03513F-HRTimeline
Parallel Advisors, LLC12,247$2.71M0.04%+15613F-HRTimeline
CIBC WORLD MARKET INC.12,188$2.7M<0.01%+9,55013F-HRTimeline
Towerpoint Wealth, LLC12,080$2.67M0.93%-12913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,054$2.67M0.03%+2,63813F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC11,890$2.63M0.97%+3813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$2.62M0.06%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC11,739$2.6M0.23%new13F-HRTimeline
FAS Wealth Partners, Inc.11,663$2.58M0.13%+5913F-HRTimeline
HRT FINANCIAL LP11,541$2.55M<0.01%new13F-HRTimeline
Advisory Services Network, LLC11,471$2.54M0.03%-3,94113F-HRTimeline
Pointe Capital Management LLC11,300$2.5M1.12%+10213F-HRTimeline
Performa Ltd (US), LLC11,084$2.45M0.4%-91513F-HRTimeline
SVB WEALTH LLC11,058$2.45M0.15%-2,50513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.11,049$2.44M0.99%+47513F-HRTimeline
Wealth Advisory Solutions, LLC10,715$2.37M0.49%+34613F-HRTimeline
Falcon Wealth Planning10,575$2.34M0.15%-8313F-HRTimeline
SkyOak Wealth, LLC10,538$2.33M0.38%-1,53113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,500$2.32M+32Timeline
JMG Financial Group, Ltd.10,479$2.32M0.06%-12013F-HRTimeline
Addison Capital Co10,244$2.27M0.37%-8713F-HRTimeline
Squire Investment Management Company, L…10,189$2.25M0.54%+3713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,182$2.25M<0.01%+8,26813F-HRTimelineGroup
Atria Investments, Inc10,147$2.24M0.02%+6,76813F-HRTimeline
NWAM LLC10,126$2.24M0.11%+8713F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,056$2.22M0.06%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,009$2.21M0.04%-1413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB9,991$2.21M0.05%-64813F-HRTimeline
Vawter Financial, Ltd.9,931$2.2M0.83%-8813F-HRTimeline
Legacy Edge Advisors, LLC9,783$2.16M0.2%-8113F-HR/ATimeline
Steward Partners Investment Advisory, L…9,756$2.16M0.01%-74213F-HRTimeline
SAX WEALTH ADVISORS, LLC11,371$2.16M0.09%+8,43913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,909$2.14M1.3%-80813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,657$2.14M0.03%-75313F-HRTimeline
Weinberger Asset Management, Inc9,639$2.13M0.68%-34413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK9,612$2.13M<0.01%-46413F-HRTimelineGroup
Eukles Asset Management9,528$2.11M0.87%+1,15313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,476$2.1M0.01%+2613F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.9,410$2.08M0.01%+36513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,337$2.07M0.18%+20613F-HR/ATimeline
Blue Trust, Inc.9,316$2.06M0.02%-1,44413F-HRTimeline
Legacy Bridge, LLC9,285$2.05M0.63%-5013F-HRTimeline
Cornerstone Wealth Management, LLC9,154$2.02M0.09%+37413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,095$2.01M0.12%+27913F-HRTimeline
Nest Investments, LLC9,084$2.01M1.53%-1613F-HRTimeline
Wealth Dimensions Group, Ltd.9,080$2.01M0.36%-28013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,032$2M0.08%-813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,967$1.98M<0.01%-1,47913F-HRTimelineGroup
Atlas Legacy Advisors, LLC8,899$1.97M0.29%+14613F-HRTimeline
COZAD ASSET MANAGEMENT INC8,881$1.96M0.13%+28513F-HRTimeline
SilverOak Wealth Management LLC8,859$1.96M0.25%-4213F-HRTimeline
Graves Light Lenhart Wealth, Inc.8,797$1.95M0.18%-9213F-HRTimeline
Relyea Zuckerberg Hanson LLC8,752$1.94M0.16%+23313F-HR/ATimeline
Rehmann Capital Advisory Group8,665$1.92M0.09%+81213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,608$1.9M0.01%-2613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.8,562$1.89M0.03%+8113F-HRTimeline
HBK Sorce Advisory LLC8,367$1.88M0.04%-1,24213F-HRTimeline
IFP Advisors, Inc8,502$1.88M0.03%+2,77913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,472$1.87M1.42%-413F-HRTimeline
Windward Private Wealth Management Inc.8,292$1.83M0.59%-48013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,229$1.82M0.02%new13F-HRTimelineGroup
626 Financial, LLC8,151$1.8M0.71%+4213F-HRTimeline
Stordahl Capital Management, Inc.8,150$1.8M0.33%-10113F-HRTimeline
Retirement Planning Group, LLC8,121$1.8M0.05%-39813F-HRTimeline
IEQ CAPITAL, LLC7,977$1.76M0.01%-27,67913F-HRTimeline
Meridian Wealth Management, LLC7,858$1.74M0.05%+1213F-HRTimeline
Altiora Financial Group, LLC7,831$1.73M0.27%013F-HRTimeline
Argent Trust Co7,805$1.73M0.05%013F-HRTimeline
Villanova Investment Management Co LLC7,738$1.71M1.62%-2,60013F-HRTimeline
American Financial Advisors, LLC7,721$1.71M0.21%-64313F-HRTimeline
Veery Capital, LLC7,702$1.7M0.46%-4413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,643$1.69M<0.01%-10,04013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC7,625$1.69M0.08%-19013F-HRTimeline
Frederick Financial Consultants, LLC7,625$1.69M0.72%-113F-HRTimeline
OpenArc Corporate Advisory, LLC7,579$1.68M0.02%+1,06813F-HRTimeline
Smartleaf Asset Management LLC7,566$1.67M0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,488$1.66M0.03%+21613F-HRTimelineGroup
Rothschild Capital Partners, LLC7,395$1.64M0.35%new13F-HRTimeline
SAXON INTERESTS, INC.7,296$1.61M0.45%+2,47813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,289$1.61M0.49%-1113F-HRTimeline
PITTENGER & ANDERSON INC7,125$1.58M0.06%013F-HRTimeline
PDS Planning, Inc7,096$1.57M0.09%+10213F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,080$1.57M0.07%-38113F-HRTimeline
Rodgers & Associates, LTD7,021$1.55M0.14%-35913F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC6,976$1.54M0.58%-11413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,961$1.54M0.04%+1,34013F-HRTimeline
Valeo Financial Advisors, LLC6,939$1.53M0.03%+49113F-HRTimeline
Cornerstone Wealth Advisors, Inc.6,906$1.53M0.32%-35713F-HRTimeline
Heck Capital Advisors, LLC6,875$1.52M0.09%-21213F-HRTimeline
Greenspring Advisors, LLC6,722$1.49M0.08%-1513F-HRTimeline
Harbour Capital Advisors, LLC6,755$1.49M0.27%-57513F-HRTimeline
LOWERY THOMAS, LLC6,666$1.47M0.72%-7813F-HRTimeline
Aletheian Wealth Advisors LLC6,552$1.45M0.62%+18613F-HRTimeline
HighMark Wealth Management LLC6,475$1.43M0.48%+45513F-HRTimeline
Private Wealth Asset Management, LLC6,463$1.43M0.14%013F-HRTimeline
LMCG INVESTMENTS, LLC6,441$1.42M0.08%-9413F-HRTimeline
Performance Wealth Partners, LLC6,431$1.42M0.04%013F-HRTimeline
EARNEST PARTNERS LLC6,369$1.41M0.01%-54813F-HRTimeline
INSIGHT 2811, INC.6,250$1.38M0.56%+1113F-HRTimeline
Calydon Capital6,243$1.38M0.2%+2213F-HRTimeline
VestGen Advisors, LLC6,179$1.37M0.04%+2913F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC6,131$1.36M0.88%+74113F-HRTimeline
Evanson Financial, LLC6,061$1.34M0.07%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,052$1.34M0.07%-1513F-HRTimeline
Grey Fox Wealth Advisors, LLC6,008$1.33M0.21%-5513F-HRTimeline
First Bancorp, Inc /ME/6,000$1.33M0.52%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,972$1.32M+3,459Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,903$1.31M0.04%+1,26313F-HRTimelineGroup
Disciplined Investments, LLC5,873$1.3M0.42%+1613F-HR/ATimeline
McAdam, LLC5,838$1.29M0.05%-5,43713F-HRTimeline
Crescent Grove Advisors, LLC5,835$1.29M0.11%013F-HRTimeline
Aptus Capital Advisors, LLC5,822$1.29M0.01%-62113F-HRTimeline
Coppell Advisory Solutions LLC456$1.28M0.14%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,784$1.28M0.16%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,718$1.26M0.01%-2,94113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,716$1.26M0.06%013F-HRTimeline
Carnegie Investment Counsel5,700$1.26M0.03%+10613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.5,678$1.26M0.09%-2,02013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,612$1.24M0.01%+52813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,588$1.24M0.01%+3,38713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,568$1.23M0.03%-1,27613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,508$1.22M<0.01%-28813F-HRTimelineGroup
Bright Futures Wealth Management, LLC.5,504$1.22M0.79%new13F-HRTimeline
Affinity Capital Advisors, LLC5,471$1.21M0.15%013F-HRTimeline
Integrated Advisors Network LLC5,460$1.21M0.06%+4813F-HRTimeline
Maxele Advisors, LLC5,434$1.2M0.84%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,428$1.2M0.03%-26913F-HRTimeline
Financial Guidance Group, Inc.5,410$1.2M0.45%-83013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,393$1.19M0.12%-47013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,371$1.19M0.06%-813F-HRTimeline
EQUITABLE TRUST CO5,370$1.19M0.05%+1,18213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,328$1.18M0.01%-27513F-HRTimeline
BIP Wealth, LLC5,323$1.18M0.03%+1,05813F-HRTimeline
Horizon Investments, LLC5,320$1.18M0.01%-5,36213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,303$1.17M0.63%+1213F-HRTimeline
Clarion Wealth Managment Partners, LLC5,300$1.17M0.95%+1513F-HRTimeline
North Star Investment Management Corp.5,274$1.17M0.06%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,251$1.16M0.02%new13F-HRTimeline
Carbahal Olsen Financial Services Group…5,242$1.16M0.81%-1413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,210$1.15M0.04%+5013F-HRTimelineGroup
CULBERTSON A N & CO INC5,151$1.14M0.13%013F-HRTimeline
NorthRock Partners, LLC5,136$1.14M0.02%-10013F-HRTimeline