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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,050 managers (1,060 13F filers) reported a position in IWN shares at 2024-12-31, 55,754,924 shares in all. 89 filers opened a position and 53 filers sold out during the quarter.

Managers
1,050
13F filers
1,060
New
89
Added
325
Reduced
324
Sold out
53
Shares held by filers
55,754,924

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NewEdge Advisors, LLC23,761$3.9M0.02%+3,14713F-HRTimeline
Foundation Wealth Management, LLC\PA23,688$3.89M1.88%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,974$3.77M0.04%-46413F-HRTimelineGroup
Central Pacific Bank - Trust Division22,960$3.77M0.49%+11,58513F-HRTimeline
RWA WEALTH PARTNERS, LLC22,898$3.76M0.05%+36313F-HRTimeline
CITY HOLDING CO22,850$3.75M0.53%+76513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.22,797$3.74M0.16%-22,17213F-HRTimeline
Bishop & Co Investment Management, LLC22,782$3.74M1.43%-5213F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC22,315$3.66M0.01%new13F-HRTimeline
VANCE WEALTH, LLC22,172$3.64M1.41%-28313F-HRTimeline
Foundation Wealth Management, LLC22,164$3.64M2.82%-38313F-HRTimeline
FINANCIAL COUNSELORS INC21,506$3.53M0.05%+19513F-HRTimeline
Janney Montgomery Scott LLC21,050$3.46M0.01%+1,62913F-HRTimeline
TWO SIGMA SECURITIES, LLC20,971$3.44M0.62%+17,47013F-HRTimeline
Atlas Brown,Inc.20,793$3.41M1.17%-3613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC20,783$3.41M0.72%-25213F-HRTimeline
Fortis Group Advisors, LLC20,717$3.4M0.63%+26713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,632$3.39M0.05%013F-HRTimeline
Sowell Financial Services LLC20,543$3.37M0.18%+1,59513F-HRTimeline
Texas Yale Capital Corp.19,999$3.28M0.13%013F-HRTimeline
Prosperity Planning, Inc.19,869$3.26M1.05%-2,25513F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP19,846$3.26M0.08%+11,31313F-HRTimeline
Sterling Capital Management LLC19,783$3.25M0.04%+4,43913F-HRTimeline
OLD MISSION CAPITAL LLC18,695$3.07M0.07%+15,89513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.18,622$3.06M0.61%+1413F-HRTimeline
Visionary Wealth Advisors18,608$3.05M0.18%-20113F-HRTimeline
STEVENS CAPITAL PARTNERS18,477$3.03M1.37%+3013F-HRTimeline
GHP Investment Advisors, Inc.18,404$3.02M0.14%-27313F-HRTimeline
Brady Martz Wealth Solutions, LLC17,951$2.93M0.71%13F-HRTimeline
Wealthfront Advisers LLC17,826$2.93M0.01%+3,77113F-HR/ATimeline
Atria Wealth Solutions, Inc.17,700$2.91M0.03%-1,14713F-HRTimeline
Geneos Wealth Management Inc.17,170$2.82M0.1%+813F-HRTimeline
COUNTRY CLUB BANK17,187$2.81M0.19%-89913F-HRTimeline
Checchi Capital Advisers, LLC17,122$2.81M0.21%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC16,908$2.78M0.08%+13513F-HRTimeline
Finley Financial, LLC16,605$2.76M1.44%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,826$2.76M0.08%-45213F-HRTimeline
INVESTMENT PARTNERS, LTD.16,769$2.75M1.13%-10813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC16,385$2.69M0.43%-86,96413F-HRTimelineGroup
Weinberger Asset Management, Inc16,250$2.67M1.11%-13213F-HRTimeline
OneDigital Investment Advisors LLC15,894$2.61M0.03%+3513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC15,883$2.61M0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.15,782$2.59M0.33%+1313F-HRTimeline
St. Louis Trust Co15,710$2.58M0.37%013F-HRTimeline
Falcon Wealth Planning15,645$2.57M0.29%+1,10513F-HRTimeline
Asset Management Group, Inc.15,305$2.51M0.45%+7013F-HRTimeline
Wealth Architects, LLC15,055$2.47M0.28%-18413F-HRTimeline
FLOW TRADERS U.S. LLC14,974$2.46M0.1%new13F-HRTimeline
AE Wealth Management LLC14,861$2.44M0.02%+4,94313F-HRTimeline
Clearstead Advisors, LLC14,859$2.44M0.04%-7,94213F-HRTimeline
Beacon Pointe Advisors, LLC14,792$2.43M0.03%+1,58113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,559$2.39M0.01%+2,48113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,498$2.38M0.07%+53613F-HRTimelineGroup
Pinnacle Financial Partners Inc14,331$2.38M0.05%+29113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,401$2.36M0.03%-27313F-HRTimeline
Global Retirement Partners, LLC14,382$2.36M0.07%-47813F-HRTimeline
Cobblestone Asset Management LLC14,358$2.36M1.54%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,332$2.35M0.02%+8613F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC14,129$2.32M0.53%new13F-HRTimeline
Hardy Reed LLC13,728$2.25M0.2%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,727$2.25M0.13%+55213F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC13,283$2.18M0.12%013F-HRTimeline
Alamar Capital Management, LLC13,237$2.17M1.19%+81313F-HRTimeline
Moran Wealth Management, LLC13,050$2.14M0.07%+11,74013F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,993$2.13M0.15%013F-HRTimeline
Klingman & Associates, LLC12,942$2.12M0.13%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.12,874$2.11M1.75%+6713F-HRTimeline
Washington Trust Bank12,803$2.1M0.2%-313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TORONTO DOMINION BANKin group TORONTO DOMINION BANK12,733$2.09M<0.01%+1,62013F-HR/ATimelineGroup
STOCK YARDS BANK & TRUST CO12,729$2.09M0.07%+1,12413F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,725$2.09M0.13%-62213F-HRTimeline
Clayton Financial Group LLC12,615$2.07M0.75%-92313F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,569$2.06M0.14%new13F-HRTimeline
Tradition Wealth Management, LLC12,552$2.06M0.18%-513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,499$2.05M0.06%+29913F-HRTimelineGroup
SkyOak Wealth, LLC12,483$2.05M0.44%-12513F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,225$2.01M0.7%+1813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,065$1.98M0.03%+64213F-HRTimelineGroup
BHK Investment Advisors, LLC11,998$1.97M0.74%-19713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.11,901$1.95M0.21%+10213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$1.95M0.06%-23113F-HRTimelineGroup
Ground Swell Capital, LLC11,841$1.94M4.23%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC11,822$1.94M0.97%+5613F-HRTimeline
Towerpoint Wealth, LLC11,708$1.92M0.94%+2113F-HRTimeline
Vawter Financial, Ltd.11,679$1.92M1.15%-33513F-HRTimeline
Atria Investments, Inc11,452$1.88M0.02%+7,04913F-HRTimeline
Wealth Dimensions Group, Ltd.11,436$1.88M0.46%-60313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,196$1.84M<0.01%+20413F-HRTimelineGroup
Roundview Capital LLC11,150$1.83M0.13%-16513F-HRTimeline
FAS Wealth Partners, Inc.11,036$1.81M0.15%+5113F-HRTimeline
TOWLE & CO10,972$1.8M0.31%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,922$1.79M0.02%+4,77513F-HRTimelineGroup
Windward Private Wealth Management Inc.10,782$1.77M0.69%-39213F-HRTimeline
HBK Sorce Advisory LLC10,757$1.77M0.05%-33013F-HRTimeline
Snowden Capital Advisors LLC10,757$1.77M0.05%+60813F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,750$1.76M0.22%013F-HRTimeline
&PARTNERS7,465$1.74M0.02%+3,63913F-HRTimeline
TFB Advisors LLC10,510$1.73M0.49%+3713F-HRTimeline
American Financial Advisors, LLC10,472$1.72M0.24%-2513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…9,860$1.62M0.02%+8,47513F-HRTimelineGroup
Legacy Edge Advisors, LLC9,812$1.61M0.25%-34113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,770$1.6M0.31%+4,45913F-HRTimelineGroup
Legacy Bridge, LLC9,730$1.6M0.83%013F-HRTimeline
Stordahl Capital Management, Inc.9,675$1.59M0.38%013F-HRTimeline
Penobscot Investment Management Company…9,672$1.59M0.14%-80113F-HRTimeline
Zions Bancorporation, N.A.9,628$1.58M0.1%+29013F-HRTimeline
Sandy Spring Bank9,584$1.57M0.06%-46813F-HRTimeline
Parallel Advisors, LLC9,531$1.56M0.04%+213F-HRTimeline
Blue Trust, Inc.9,506$1.56M0.02%+38413F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC9,445$1.56M0.16%+3,82913F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,441$1.55M0.43%-9013F-HRTimeline
Shakespeare Wealth Management, LLC9,425$1.55M0.42%-12513F-HRTimeline
World Investment Advisors9,276$1.52M0.04%+7513F-HRTimeline
Independent Advisor Alliance9,270$1.52M0.02%new13F-HRTimeline
HRT FINANCIAL LP9,256$1.52M0.01%new13F-HRTimeline
Modern Wealth Management, LLC9,133$1.5M0.06%-52313F-HR/ATimeline
LOWERY THOMAS, LLC9,090$1.49M0.97%-28313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,866$1.49M0.07%-1,45013F-HRTimeline
Relyea Zuckerberg Hanson LLC9,073$1.49M0.2%-58213F-HRTimeline
McAdam, LLC9,044$1.48M0.08%+36313F-HRTimeline
NWAM LLC9,011$1.48M0.09%+85813F-HRTimeline
COZAD ASSET MANAGEMENT INC8,937$1.47M0.14%+67013F-HRTimeline
Steward Partners Investment Advisory, L…8,843$1.45M0.01%-14013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,817$1.45M0.03%-1,55613F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC8,804$1.45M0.08%-1713F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO8,795$1.44M0.03%-1,50313F-HRTimeline
BluePointe Capital Management, LLC8,652$1.42M0.81%-36413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,626$1.42M0.09%new13F-HRTimelineGroup
UMB Bank, n.a.8,606$1.41M0.02%-4,97813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Altiora Financial Group, LLC8,571$1.41M0.31%013F-HRTimeline
Sterling Financial Group, Inc.8,545$1.4M0.52%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,243$1.39M0.01%-68013F-HRTimeline
Wealth Advisory Solutions, LLC8,340$1.37M0.38%+74513F-HRTimeline
Allegheny Financial Group8,319$1.37M0.35%+4,67413F-HRTimeline
Meridian Wealth Management, LLC8,285$1.36M0.06%+9913F-HRTimeline
Integrated Wealth Concepts LLC8,266$1.36M0.02%-6,28513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding8,192$1.34M-2,452Timeline
Murphy, Middleton, Hinkle & Parker, Inc.8,183$1.34M0.76%+2,31913F-HRTimeline
Argent Trust Co8,168$1.34M0.05%-38713F-HRTimeline
WealthPlan Investment Management, LLC8,115$1.33M0.13%+1,24213F-HRTimeline
Frederick Financial Consultants, LLC7,880$1.29M1.03%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,843$1.29M0.05%-51713F-HRTimeline
Cornerstone Wealth Management, LLC7,829$1.29M0.09%-2713F-HRTimeline
Family Firm, Inc.7,774$1.28M0.28%+4013F-HRTimeline
Harbour Capital Advisors, LLC7,625$1.26M0.28%-12013F-HRTimeline
Affinity Capital Advisors, LLC7,694$1.26M0.24%-27113F-HRTimeline
Yardley Wealth Management LLC7,638$1.26M0.61%+4,36313F-HRTimeline
MWA Asset Management7,609$1.25M0.83%+1813F-HRTimeline
Archvest Wealth Advisors, Inc.7,595$1.25M0.9%+8113F-HRTimeline
Carnegie Investment Counsel7,527$1.24M0.04%-6,69913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,519$1.23M0.53%+213F-HRTimeline
Pointe Capital Management LLC7,500$1.23M0.71%+18113F-HR/ATimeline
Park Place Capital Corp7,498$1.23M0.34%013F-HRTimeline
SilverOak Wealth Management LLC7,445$1.22M0.26%-5313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,416$1.22M+3,448Timeline
LUTS & GREENLEIGH GROUP, INC.7,414$1.22M1.2%+11013F-HRTimeline
Veery Capital, LLC7,413$1.22M0.47%+12813F-HRTimeline
Factorial Partners, LLC7,400$1.21M0.7%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO7,341$1.21M0.01%new13F-HRTimeline
West Coast Financial LLC7,272$1.19M0.13%-14513F-HRTimeline
Eukles Asset Management7,255$1.19M0.51%-32113F-HRTimeline
Advisory Services Network, LLC7,236$1.19M0.02%+1,69013F-HRTimeline
RENASANT BANK7,141$1.17M0.76%013F-HRTimeline
PITTENGER & ANDERSON INC7,125$1.17M0.04%013F-HRTimeline
LMCG INVESTMENTS, LLC7,114$1.17M0.07%-3413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,079$1.16M0.03%-19413F-HRTimeline
626 Financial, LLC7,072$1.16M0.63%-6013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,014$1.15M0.56%+113F-HRTimeline
Quantbot Technologies LP6,973$1.14M0.04%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,921$1.14M0.04%-44,00513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,850$1.12M0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,707$1.1M0.04%+1,78413F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC6,678$1.1M0.74%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,665$1.09M0.26%+34813F-HRTimelineGroup
Crescent Grove Advisors, LLC6,610$1.09M0.11%+28213F-HRTimeline
INSIGHT 2811, INC.6,593$1.08M0.56%-22113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,571$1.08M<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc6,565$1.08M0.03%-1,56413F-HRTimeline
Aptus Capital Advisors, LLC6,562$1.08M0.01%+16513F-HRTimeline
Valeo Financial Advisors, LLC6,557$1.08M0.03%-91913F-HRTimeline
NewEdge Wealth, LLC6,519$1.07M0.02%+2,47013F-HRTimeline
Grey Fox Wealth Advisors, LLC6,517$1.07M0.29%+1913F-HRTimeline
Performance Wealth Partners, LLC6,513$1.07M0.03%-20113F-HRTimeline
Aletheian Wealth Advisors LLC6,454$1.06M0.63%+6513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,443$1.06M0.03%-67413F-HRTimeline
PDS Planning, Inc6,430$1.06M0.09%-14313F-HRTimeline
Evanson Asset Management, LLC6,427$1.06M0.07%013F-HRTimeline
Financial Guidance Group, Inc.6,362$1.04M0.57%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,291$1.03M0.2%013F-HRTimeline
Merit Financial Group, LLC6,282$1.03M0.02%+4,83613F-HRTimeline
Geller Advisors LLC6,234$1.02M0.07%+43613F-HRTimeline
Jordan Park Group LLC6,203$1.02M0.08%-32313F-HRTimeline
Quantinno Capital Management LP6,167$1.01M0.01%+4,88013F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC6,139$1.01M0.02%+2,66413F-HRTimelineGroup
Calydon Capital6,093$1M0.2%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.6,052$994K<0.01%+1,77313F-HRTimeline
Atlas Legacy Advisors, LLC6,038$991K0.24%13F-HRTimeline
North Star Investment Management Corp.6,014$987K0.07%-3813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,005$986K0.06%-4113F-HRTimeline
First Bancorp, Inc /ME/6,000$985K0.67%013F-HRTimeline