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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

978 managers (987 13F filers) reported a position in IWN shares at 2025-03-31, 55,804,230 shares in all. 48 filers opened a position and 119 filers sold out during the quarter.

Managers
978
13F filers
987
New
48
Added
277
Reduced
391
Sold out
119
Shares held by filers
55,804,230

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC21,525$3.25M0.02%-2,23613F-HRTimeline
FINANCIAL COUNSELORS INC21,209$3.2M0.05%-29713F-HRTimeline
REINHART PARTNERS, LLC.20,838$3.15M0.11%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC20,703$3.13M0.62%-8013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC20,632$3.12M0.04%013F-HRTimeline
Atlas Brown,Inc.20,626$3.11M1.09%-16713F-HRTimeline
Fortis Group Advisors, LLC20,195$3.05M0.59%-52213F-HRTimeline
Integrated Investment Consultants, LLC20,182$3.05M0.61%-5,78713F-HR/ATimeline
Bishop & Co Investment Management, LLC20,166$3.04M1.18%-2,61613F-HRTimeline
Texas Yale Capital Corp.20,046$3.03M0.12%+4713F-HRTimeline
VANCE WEALTH, LLC19,897$3M1.13%-2,27513F-HRTimeline
Prosperity Planning, Inc.19,606$2.96M0.93%-26313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO19,545$2.95M0.07%+10,75013F-HRTimeline
Janney Montgomery Scott LLC18,964$2.86M0.01%-2,08613F-HRTimeline
Mill Creek Capital Advisors, LLC18,881$2.85M0.07%-5,12613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.18,585$2.81M0.54%-3713F-HRTimeline
Visionary Wealth Advisors18,465$2.79M0.17%-14313F-HRTimeline
GHP Investment Advisors, Inc.18,171$2.74M0.13%-23313F-HRTimeline
Brady Martz Wealth Solutions, LLC17,862$2.7M0.61%-8913F-HRTimeline
Atria Wealth Solutions, Inc.17,532$2.65M0.03%-16813F-HRTimeline
Heck Capital Advisors, LLC17,291$2.61M0.29%-20,30213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC16,792$2.54M0.08%-11613F-HRTimeline
Wealthfront Advisers LLC16,732$2.53M0.01%-1,09413F-HRTimeline
Cobblestone Asset Management LLC16,595$2.51M1.46%+2,23713F-HRTimeline
Checchi Capital Advisers, LLC16,420$2.48M0.18%-70213F-HRTimeline
INVESTMENT PARTNERS, LTD.16,317$2.46M1.02%-45213F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,238$2.45M0.06%-58813F-HRTimeline
Northeast Financial Consultants Inc16,098$2.43M0.11%-15,85913F-HRTimeline
Weinberger Asset Management, Inc16,029$2.42M1.04%-22113F-HRTimeline
HRT FINANCIAL LP15,987$2.41M0.02%+6,73113F-HRTimeline
OneDigital Investment Advisors LLC15,894$2.4M0.03%013F-HRTimeline
Finley Financial, LLC16,410$2.39M1.33%-19513F-HRTimeline
Asset Management Group, Inc.15,348$2.32M0.43%+4313F-HRTimeline
Beacon Pointe Advisors, LLC15,270$2.31M0.03%+47813F-HRTimeline
Pinnacle Financial Partners Inc14,406$2.29M0.05%+7513F-HRTimeline
Clearstead Advisors, LLC15,077$2.28M0.04%+21813F-HRTimeline
Wealth Architects, LLC15,055$2.27M0.25%013F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.14,806$2.24M0.28%-97613F-HRTimeline
TWO SIGMA SECURITIES, LLC14,779$2.23M0.34%-6,19213F-HRTimeline
Falcon Wealth Planning14,542$2.2M0.24%-1,10313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,494$2.19M0.06%-413F-HRTimelineGroup
COUNTRY CLUB BANK14,387$2.18M0.15%-2,80013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,384$2.17M0.03%-1713F-HRTimeline
Sterling Capital Management LLC14,260$2.15M0.03%-5,52313F-HRTimeline
AE Wealth Management LLC14,166$2.14M0.02%-69513F-HRTimeline
Wolf Group Capital Advisors14,147$2.14M0.72%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,075$2.13M0.01%-48413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,016$2.12M0.02%-31613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,772$2.08M0.06%+1,27313F-HRTimelineGroup
Hardy Reed LLC13,728$2.07M0.18%013F-HRTimeline
Dorsey & Whitney Trust CO LLC13,283$2.01M0.12%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC13,152$1.99M0.13%+42713F-HRTimeline
Klingman & Associates, LLC12,942$1.95M0.12%013F-HRTimeline
Alamar Capital Management, LLC12,872$1.94M1.16%-36513F-HRTimeline
Washington Trust Bank12,803$1.93M0.19%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clayton Financial Group LLC12,665$1.91M0.7%+5013F-HRTimeline
Tradition Wealth Management, LLC12,556$1.9M0.17%+413F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,235$1.85M0.65%+1013F-HRTimeline
SkyOak Wealth, LLC11,871$1.79M0.39%-61213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$1.79M0.06%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC11,856$1.79M0.83%+3413F-HRTimeline
STOCK YARDS BANK & TRUST CO11,832$1.79M0.06%-89713F-HRTimeline
BHK Investment Advisors, LLC11,800$1.78M0.75%-19813F-HRTimeline
Penobscot Investment Management Company…11,663$1.76M0.17%+1,99113F-HRTimeline
Towerpoint Wealth, LLC11,459$1.73M0.86%-24913F-HRTimeline
Vawter Financial, Ltd.11,333$1.71M0.96%-34613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,249$1.7M<0.01%+5313F-HRTimelineGroup
Roundview Capital LLC11,176$1.69M0.12%+2613F-HRTimeline
Wealth Dimensions Group, Ltd.11,076$1.67M0.4%-36013F-HRTimeline
Snowden Capital Advisors LLC10,960$1.65M0.05%+20313F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,942$1.65M0.06%-2,05113F-HRTimeline
TFB Advisors LLC10,883$1.64M0.47%+37313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10,686$1.61M0.1%13F-HRTimeline
FAS Wealth Partners, Inc.10,677$1.61M0.13%-35913F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,478$1.58M0.19%-27213F-HRTimeline
Windward Private Wealth Management Inc.10,476$1.58M0.62%-30613F-HRTimeline
Peloton Wealth Strategists10,449$1.58M0.66%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,429$1.57M0.17%-1,47213F-HRTimeline
Legacy Edge Advisors, LLC10,369$1.57M0.24%+55713F-HRTimeline
American Financial Advisors, LLC10,248$1.55M0.22%-22413F-HRTimeline
Stordahl Capital Management, Inc.10,132$1.53M0.36%+45713F-HRTimeline
BluePointe Capital Management, LLC10,036$1.52M0.58%+1,38413F-HRTimeline
McAdam, LLC10,021$1.51M0.09%+97713F-HRTimeline
VestGen Advisors, LLC9,987$1.51M0.07%13F-HRTimeline
Parallel Advisors, LLC9,978$1.51M0.03%+44713F-HRTimeline
Advisory Services Network, LLC9,957$1.5M0.03%+2,72113F-HRTimeline
Modern Wealth Management, LLC9,827$1.48M0.05%+69413F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK9,824$1.48M<0.01%-2,90913F-HRTimelineGroup
Integrated Wealth Concepts LLC9,780$1.48M0.02%+1,51413F-HRTimeline
Legacy Bridge, LLC9,730$1.47M0.82%013F-HRTimeline
&PARTNERS9,707$1.47M0.02%+2,24213F-HRTimeline
RPg Family Wealth Advisory, LLC9,671$1.46M0.42%new13F-HRTimeline
LOWERY THOMAS, LLC9,591$1.45M0.99%+50113F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,409$1.42M0.39%-3213F-HRTimeline
HBK Sorce Advisory LLC9,357$1.41M0.04%-1,40013F-HRTimeline
Blue Trust, Inc.9,148$1.38M0.02%-35813F-HRTimeline
NWAM LLC9,097$1.37M0.12%+8613F-HRTimeline
World Investment Advisors9,088$1.37M0.04%-18813F-HRTimeline
Shakespeare Wealth Management, LLC9,064$1.37M0.37%-36113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,438$1.37M0.15%-713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,036$1.35M0.06%+17013F-HRTimeline
Wealth Advisory Solutions, LLC8,874$1.34M0.35%+53413F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC8,838$1.33M0.04%+2,69913F-HRTimelineGroup
Family Firm, Inc.8,806$1.33M0.3%+1,03213F-HRTimeline
COZAD ASSET MANAGEMENT INC8,632$1.3M0.13%-30513F-HRTimeline
Steward Partners Investment Advisory, L…8,592$1.3M0.01%-25113F-HRTimeline
Sigma Planning Corp8,571$1.29M0.04%+4,81413F-HRTimeline
Altiora Financial Group, LLC8,571$1.29M0.28%013F-HRTimeline
Sterling Financial Group, Inc.8,545$1.29M0.47%013F-HRTimeline
Allegheny Financial Group8,519$1.29M0.33%+20013F-HRTimeline
Sandy Spring Bank8,494$1.28M0.05%-1,09013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,487$1.28M0.03%-33013F-HRTimelineGroup
St. Louis Trust Co8,485$1.28M0.19%-7,22513F-HRTimeline
Relyea Zuckerberg Hanson LLC8,476$1.28M0.17%-59713F-HRTimeline
UMB Bank, n.a.8,449$1.28M0.02%-15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthPlan Investment Management, LLC8,424$1.27M0.13%+30913F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,401$1.27M0.08%-40313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,360$1.26M0.01%-1,50013F-HRTimelineGroup
Meridian Wealth Management, LLC8,310$1.25M0.06%+2513F-HRTimeline
Keeley-Teton Advisors, LLC8,280$1.25M0.15%+2,90013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,277$1.25M0.01%+3,92313F-HRTimelineGroup
Squire Investment Management Company, L…8,216$1.24M0.52%+2,51013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,185$1.24M0.69%+213F-HRTimeline
Argent Trust Co8,148$1.23M0.05%-2013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,148$1.23M0.08%-47813F-HRTimelineGroup
Merit Financial Group, LLC8,109$1.22M0.02%+1,82713F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP8,070$1.22M0.03%-11,77613F-HRTimeline
Cornerstone Wealth Management, LLC8,010$1.21M0.08%+18113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,928$1.2M<0.01%-69,69913F-HRTimelineGroup
Frederick Financial Consultants, LLC7,882$1.19M0.86%+213F-HRTimeline
Pointe Capital Management LLC7,711$1.16M0.68%+21113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,673$1.16M<0.01%new13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC7,590$1.15M0.04%-25313F-HRTimeline
MWA Asset Management7,555$1.14M0.79%-5413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,973$1.14M0.01%-27013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,518$1.14M0.02%-67413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC7,503$1.13M0.03%+42413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,492$1.13M0.47%-2713F-HRTimeline
Park Place Capital Corp7,468$1.13M0.31%-3013F-HRTimeline
SilverOak Wealth Management LLC7,411$1.12M0.24%-3413F-HRTimeline
Factorial Partners, LLC7,400$1.12M0.69%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.7,389$1.12M1.11%-2513F-HRTimeline
West Coast Financial LLC7,272$1.1M0.13%013F-HRTimeline
Veery Capital, LLC7,244$1.09M0.43%-16913F-HRTimeline
Archvest Wealth Advisors, Inc.7,206$1.09M0.9%-38913F-HRTimeline
Harbour Capital Advisors, LLC7,595$1.09M0.27%-3013F-HRTimeline
Eukles Asset Management7,170$1.08M0.47%-8513F-HRTimeline
PITTENGER & ANDERSON INC7,125$1.08M0.04%013F-HRTimeline
RENASANT BANK7,111$1.07M0.71%-3013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,015$1.06M0.53%+113F-HRTimeline
626 Financial, LLC6,971$1.05M0.54%-10113F-HRTimeline
LMCG INVESTMENTS, LLC6,917$1.04M0.07%-19713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,850$1.03M0.06%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,767$1.02M0.04%+1,29813F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.6,745$1.02M<0.01%+69313F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC6,678$1.01M0.81%013F-HRTimelineGroup
Performance Wealth Partners, LLC6,635$1M0.04%+12213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,585$994K0.05%-7,14213F-HRTimelineGroup
Aptus Capital Advisors, LLC6,583$994K0.01%+2113F-HRTimeline
Crescent Grove Advisors, LLC6,510$983K0.1%-10013F-HRTimeline
Valeo Financial Advisors, LLC6,458$975K0.03%-9913F-HRTimeline
PDS Planning, Inc6,440$972K0.08%+1013F-HRTimeline
Evanson Asset Management, LLC6,427$970K0.07%013F-HRTimeline
Grey Fox Wealth Advisors, LLC6,407$967K0.26%-11013F-HRTimeline
Financial Guidance Group, Inc.6,362$961K0.52%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC6,358$960K0.03%-8513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,322$954K0.01%-5,74313F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,319$954K<0.01%-25213F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,306$952K0.18%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,291$950K0.18%013F-HRTimeline
INSIGHT 2811, INC.6,264$946K0.48%-32913F-HRTimeline
SAX WEALTH ADVISORS, LLC6,149$928K0.07%+1,00113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,145$928K<0.01%-20,24513F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC6,145$928K0.04%-20,24513F-HRTimeline
TOWNSQUARE CAPITAL LLC6,125$925K0.01%+1,29113F-HRTimeline
Calydon Capital6,112$923K0.17%+1913F-HRTimeline
Private Wealth Asset Management, LLC6,086$919K0.13%13F-HRTimeline
Atlas Legacy Advisors, LLC6,036$911K0.23%-213F-HRTimeline
Aletheian Wealth Advisors LLC6,017$908K0.51%-43713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,005$907K0.05%013F-HRTimeline
First Bancorp, Inc /ME/6,000$906K0.59%013F-HRTimeline
Arkadios Wealth Advisors5,915$893K0.03%+78513F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,912$893K0.03%-1713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,870$886K0.02%+413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd5,785$873K0.06%-6,78413F-HRTimeline
Prospera Financial Services Inc5,772$872K0.02%-79313F-HRTimeline
Farther Finance Advisors, LLC5,698$860K0.02%+1,20613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,685$858K0.04%013F-HRTimeline
Wealthspire Retirement, LLC5,630$850K0.07%+113F-HRTimeline
Rodgers & Associates, LTD5,588$844K0.1%+29513F-HRTimeline
E&G Advisors, LLC5,585$843K0.24%013F-HRTimeline
North Star Investment Management Corp.5,567$840K0.06%-44713F-HRTimeline
SOL Capital Management CO5,561$840K0.09%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,525$834K0.2%-1,14013F-HRTimelineGroup
Integrated Advisors Network LLC5,514$833K0.04%013F-HRTimeline
Carnegie Investment Counsel6,134$829K0.02%-1,39313F-HRTimeline
Jordan Park Group LLC5,473$826K0.06%-73013F-HRTimeline
Arax Advisory Partners5,451$823K0.05%-124,55213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,414$817K0.03%+21213F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,385$813K0.03%-4,38513F-HRTimelineGroup