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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

954 managers (966 13F filers) reported a position in IWN shares at 2025-06-30, 52,582,894 shares in all. 51 filers opened a position and 65 filers sold out during the quarter.

Managers
954
13F filers
966
New
51
Added
302
Reduced
358
Sold out
65
Shares held by filers
52,582,894

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Visionary Wealth Advisors18,276$2.88M0.15%-18913F-HRTimeline
NewEdge Advisors, LLC17,997$2.84M0.01%-3,52813F-HRTimeline
Brady Martz Wealth Solutions, LLC17,902$2.82M0.55%+4013F-HRTimeline
Azarias Capital Management, L.P.17,897$2.82M1.28%new13F-HRTimeline
GHP Investment Advisors, Inc.17,676$2.79M0.12%-49513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,355$2.74M0.05%-2,19013F-HRTimeline
INVESTMENT PARTNERS, LTD.17,286$2.73M1.03%+96913F-HRTimeline
Midwest Trust Co16,981$2.68M0.04%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,802$2.65M0.06%+56413F-HRTimeline
Clearstead Advisors, LLC16,790$2.65M0.04%+1,71313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,435$2.59M0.07%+2,66313F-HRTimelineGroup
OneDigital Investment Advisors LLC16,430$2.59M0.03%+53613F-HRTimeline
Finley Financial, LLC16,120$2.54M1.28%-29013F-HRTimeline
Northeast Financial Consultants Inc16,106$2.54M0.1%+813F-HRTimeline
Beacon Pointe Advisors, LLC15,529$2.45M0.03%+25913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC15,483$2.44M0.07%-1,30913F-HRTimeline
Janney Montgomery Scott LLC15,443$2.44M0.01%-3,52113F-HRTimeline
Asset Management Group, Inc.15,409$2.43M0.42%+6113F-HRTimeline
Sterling Capital Management LLC15,393$2.43M0.03%+1,13313F-HR/ATimeline
Wealth Architects, LLC15,055$2.38M0.24%013F-HRTimeline
Weinberger Asset Management, Inc14,709$2.32M0.9%-1,32013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,239$2.25M0.03%-14513F-HRTimeline
VANCE WEALTH, LLC14,128$2.23M0.75%-5,76913F-HRTimeline
COUNTRY CLUB BANK14,031$2.21M0.14%-35613F-HRTimeline
AE Wealth Management LLC13,998$2.21M0.02%-16813F-HRTimeline
Wealthfront Advisers LLC13,915$2.2M0.01%-2,81713F-HRTimeline
Falcon Wealth Planning13,900$2.19M0.22%-64213F-HRTimeline
Pinnacle Financial Partners Inc13,883$2.19M0.05%-52313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,828$2.18M0.05%-66613F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK13,724$2.16M<0.01%+3,90013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,667$2.16M0.01%-34913F-HRTimelineGroup
Alamar Capital Management, LLC13,425$2.12M1.15%+55313F-HRTimeline
McAdam, LLC13,334$2.1M0.12%+3,31313F-HRTimeline
Hardy Reed LLC13,312$2.1M0.17%-41613F-HRTimeline
Dorsey & Whitney Trust CO LLC13,283$2.1M0.11%013F-HRTimeline
Global Retirement Partners, LLC12,943$2.04M0.05%13F-HRTimeline
Klingman & Associates, LLC12,942$2.04M0.11%013F-HRTimeline
Washington Trust Bank12,803$2.02M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS12,663$2M0.07%+5,89613F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO12,659$2M0.07%+82713F-HRTimeline
Tradition Wealth Management, LLC12,507$1.97M0.16%-4913F-HRTimeline
Allegheny Financial Group12,302$1.94M0.43%+3,78313F-HRTimeline
Calydon Capital12,280$1.94M0.19%+6,16813F-HRTimeline
ARK & TLK INVESTMENTS, LLC12,250$1.93M0.62%+1513F-HRTimeline
Towerpoint Wealth, LLC12,212$1.93M0.85%+75313F-HRTimeline
BHK Investment Advisors, LLC12,037$1.9M0.74%+23713F-HRTimeline
Fortis Group Advisors, LLC11,837$1.9M0.34%-8,35813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$1.87M0.05%013F-HRTimelineGroup
SkyOak Wealth, LLC11,757$1.85M0.37%-11413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC11,715$1.85M0.81%-14113F-HRTimeline
Peloton Wealth Strategists11,274$1.78M0.71%+82513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,237$1.77M<0.01%-1213F-HRTimelineGroup
Advisory Services Network, LLC11,034$1.77M0.03%+1,07713F-HRTimeline
FAS Wealth Partners, Inc.11,115$1.75M0.13%+43813F-HRTimeline
Roundview Capital LLC11,061$1.74M0.12%-11513F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,942$1.73M0.06%013F-HRTimeline
Snowden Capital Advisors LLC10,915$1.72M0.05%-4513F-HRTimeline
TFB Advisors LLC10,860$1.71M0.45%-2313F-HRTimeline
Penobscot Investment Management Company…10,838$1.71M0.15%-82513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…10,763$1.7M0.01%+2,40313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC10,594$1.67M0.09%-2,55813F-HRTimeline
Wealth Dimensions Group, Ltd.10,555$1.67M0.37%-52113F-HRTimeline
JMG Financial Group, Ltd.10,526$1.66M0.05%+6,72313F-HRTimeline
Checchi Capital Advisers, LLC10,479$1.65M0.12%-5,94113F-HRTimeline
Sageworth Trust Co10,422$1.64M0.09%new13F-HRTimeline
Qube Research & Technologies Ltd10,368$1.64M<0.01%+8,82513F-HRTimeline
Modern Wealth Management, LLC10,330$1.63M0.04%+50313F-HR/ATimeline
American Financial Advisors, LLC10,328$1.63M0.23%+8013F-HRTimeline
Shakespeare Wealth Management, LLC10,292$1.62M0.43%+1,22813F-HRTimeline
Blue Trust, Inc.10,247$1.62M0.02%+1,09913F-HRTimeline
Windward Private Wealth Management Inc.10,041$1.58M0.57%-43513F-HRTimeline
Parallel Advisors, LLC9,897$1.56M0.03%-8113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,884$1.56M0.01%-22,74213F-HRTimelineGroup
Merit Financial Group, LLC9,778$1.54M0.02%+1,66913F-HRTimeline
Total Wealth Planning, LLC9,754$1.54M0.19%+7,48613F-HRTimeline
NWAM LLC9,723$1.53M0.09%+62613F-HR/ATimeline
Legacy Edge Advisors, LLC9,537$1.5M0.2%-83213F-HRTimeline
Empowered Funds, LLC9,461$1.49M0.02%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,259$1.49M0.14%-17913F-HRTimeline
Legacy Bridge, LLC9,430$1.49M0.71%-30013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,319$1.47M0.15%-1,11013F-HRTimeline
Wealth Advisory Solutions, LLC9,293$1.47M0.37%+41913F-HRTimeline
LOWERY THOMAS, LLC9,288$1.47M0.94%-30313F-HRTimeline
FIRST MANHATTAN CO. LLC.9,208$1.45M<0.01%+2,46313F-HRTimeline
COZAD ASSET MANAGEMENT INC9,103$1.44M0.13%+47113F-HR/ATimeline
&PARTNERS9,093$1.43M0.01%-61413F-HRTimeline
Quantbot Technologies LP9,049$1.43M0.04%+4,50113F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,038$1.43M0.17%-1,44013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,036$1.43M0.06%013F-HRTimeline
Integrated Wealth Concepts LLC8,940$1.41M0.01%-84013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…8,910$1.41M<0.01%+2,76513F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC8,910$1.41M0.07%+2,76513F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP8,800$1.39M0.04%+73013F-HRTimeline
WealthPlan Investment Management, LLC8,724$1.38M0.1%+30013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,722$1.38M0.02%+1,20413F-HRTimelineGroup
Pointe Capital Management LLC8,666$1.37M0.71%+95513F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,609$1.36M0.35%-80013F-HRTimeline
Sterling Financial Group, Inc.8,545$1.35M0.45%013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,525$1.34M0.16%+4913F-HRTimeline
Steward Partners Investment Advisory, L…8,493$1.34M0.01%-9913F-HRTimeline
St. Louis Trust Co8,485$1.34M0.18%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,407$1.33M0.01%+13013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC8,392$1.32M<0.01%-28,64013F-HR/ATimelineGroup
MMA ASSET MANAGEMENT LLC8,352$1.32M0.51%-23,69113F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,329$1.31M0.07%-7213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,321$1.31M0.03%-16613F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.8,280$1.31M1.25%+89113F-HRTimeline
Squire Investment Management Company, L…8,216$1.3M0.48%013F-HRTimeline
Stordahl Capital Management, Inc.8,210$1.3M0.29%-1,92213F-HRTimeline
HBK Sorce Advisory LLC8,079$1.27M0.03%-1,27813F-HRTimeline
Cornerstone Wealth Management, LLC8,002$1.26M0.08%-813F-HRTimeline
Argent Trust Co7,984$1.26M0.05%-16413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,973$1.26M0.01%013F-HRTimeline
Future Fund LLC7,954$1.25M0.56%new13F-HRTimeline
Meridian Wealth Management, LLC7,931$1.25M0.05%-37913F-HRTimeline
TWO SIGMA SECURITIES, LLC7,914$1.25M0.15%-6,86513F-HRTimeline
Frederick Financial Consultants, LLC7,838$1.24M0.77%-4413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,185$1.24M0.69%013F-HRTimeline
Altiora Financial Group, LLC7,831$1.24M0.24%-74013F-HRTimeline
Harbour Capital Advisors, LLC7,535$1.23M0.26%-6013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,745$1.22M<0.01%-18313F-HR/ATimelineGroup
EXENCIAL WEALTH ADVISORS, LLC7,725$1.22M0.04%+13513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,504$1.18M0.47%+1213F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC7,488$1.18M0.03%+1,13013F-HRTimeline
Veery Capital, LLC7,477$1.18M0.41%+23313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.7,469$1.18M0.14%-7,33713F-HRTimeline
Sigma Planning Corp7,441$1.17M0.04%-1,13013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,420$1.17M0.03%new13F-HRTimelineGroup
SilverOak Wealth Management LLC7,411$1.17M0.22%013F-HRTimeline
UMB Bank, n.a.7,291$1.15M0.02%-1,15813F-HR/ATimeline
PITTENGER & ANDERSON INC7,125$1.12M0.04%013F-HRTimeline
Performance Wealth Partners, LLC7,057$1.11M0.04%+42213F-HRTimeline
626 Financial, LLC7,024$1.11M0.52%+5313F-HR/ATimeline
PACES FERRY WEALTH ADVISORS, LLC7,015$1.11M0.51%013F-HRTimeline
Eukles Asset Management6,972$1.1M0.45%-19813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,900$1.09M<0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,850$1.08M0.06%013F-HRTimeline
LMCG INVESTMENTS, LLC6,834$1.08M0.07%-8313F-HRTimeline
Aletheian Wealth Advisors LLC6,682$1.05M0.52%+66513F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC6,678$1.05M0.84%013F-HRTimelineGroup
RENASANT BANK6,596$1.04M0.69%-51513F-HRTimeline
INSIGHT 2811, INC.6,486$1.02M0.48%+22213F-HRTimeline
Mutual Advisors, LLC6,177$1.02M0.03%+2,65913F-HRTimeline
Aptus Capital Advisors, LLC6,464$1.02M0.01%-11913F-HRTimeline
PDS Planning, Inc6,444$1.02M0.08%+413F-HRTimeline
Evanson Asset Management, LLC6,427$1.01M0.06%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,425$1.01M0.01%+10313F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD6,400$1.01M<0.01%-34,41013F-HRTimelineGroup
Valeo Financial Advisors, LLC6,320$997K0.02%-13813F-HR/ATimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,306$995K0.17%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,287$992K0.02%+41713F-HRTimelineGroup
Financial Guidance Group, Inc.6,263$988K0.48%-9913F-HRTimeline
HighMark Wealth Management LLC6,180$975K0.48%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC6,119$965K1.06%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,098$962K0.16%-19313F-HRTimeline
Private Wealth Asset Management, LLC6,098$962K0.13%+1213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,067$957K<0.01%-25213F-HRTimelineGroup
First Bancorp, Inc /ME/6,000$947K0.54%013F-HRTimeline
Atlas Legacy Advisors, LLC5,976$943K0.21%-6013F-HRTimeline
Carnegie Investment Counsel5,967$941K0.02%-16713F-HRTimeline
Arkadios Wealth Advisors5,961$940K0.03%+4613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,951$939K0.05%-5413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC5,935$936K0.29%+3,17113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC5,884$929K0.11%+3,00013F-HRTimeline
Grey Fox Wealth Advisors, LLC5,866$925K0.22%-54113F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,846$922K0.02%-6613F-HRTimeline
NewEdge Wealth, LLC5,656$909K0.01%+1,44213F-HRTimeline
Affinity Capital Advisors, LLC5,715$902K0.16%-5513F-HRTimeline
Crescent Grove Advisors, LLC5,698$899K0.09%-81213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,685$897K0.04%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC5,615$886K0.01%new13F-HRTimeline
MWA Asset Management5,548$875K0.54%-2,00713F-HRTimeline
Rodgers & Associates, LTD5,545$875K0.1%-4313F-HRTimeline
Sequoia Financial Advisors, LLC5,541$874K0.01%+28713F-HRTimeline
Jordan Park Group LLC5,533$873K0.06%+6013F-HRTimeline
E&G Advisors, LLC5,529$872K0.23%-5613F-HRTimeline
North Star Investment Management Corp.5,515$870K0.06%-5213F-HRTimeline
Integrated Advisors Network LLC5,514$870K0.04%013F-HRTimeline
SOL Capital Management CO5,475$864K0.08%-8613F-HRTimeline
VestGen Advisors, LLC5,348$844K0.03%-4,63913F-HRTimeline
Disciplined Investments, LLC5,327$840K0.36%+67813F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,326$840K0.57%+1013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,324$840K0.03%-9013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,292$835K0.03%-9313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.5,233$826K0.1%013F-HRTimeline
Farther Finance Advisors, LLC5,229$825K0.02%-46913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,221$824K0.03%-3613F-HRTimeline
CULBERTSON A N & CO INC5,211$822K0.13%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,207$821K0.01%-7813F-HRTimelineGroup
Carbahal Olsen Financial Services Group…5,159$814K0.69%-713F-HRTimeline
American State Bank (Iowa)5,103$805K0.45%+8813F-HRTimeline
Strategic Financial Concepts, LLC5,078$801K0.11%-413F-HRTimeline
Cascade Financial Partners, LLC5,032$794K0.1%+3,59413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.4,983$786K0.45%+2613F-HRTimeline
Maxele Advisors, LLC4,974$785K0.68%-3413F-HRTimeline
Arax Advisory Partners4,957$782K0.04%-49413F-HRTimeline
Hirtle & Co., LLC4,877$769K0.03%-35013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,851$765K0.36%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,843$764K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc4,810$761K0.01%-96213F-HRTimeline