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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

963 managers (973 13F filers) reported a position in IWN shares at 2025-09-30, 50,445,467 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
963
13F filers
973
New
75
Added
278
Reduced
328
Sold out
51
Shares held by filers
50,445,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
INVESTMENT PARTNERS, LTD.17,570$3.11M1.09%+28413F-HRTimeline
Fortis Group Advisors, LLC17,462$3.09M0.53%+5,62513F-HRTimeline
SVB WEALTH LLC17,196$3.04M0.16%-8,33913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,981$3M0.07%+54613F-HRTimelineGroup
Geneos Wealth Management Inc.16,867$2.98M0.08%-2,31913F-HRTimeline
Clearstead Advisors, LLC16,778$2.97M0.04%-1213F-HRTimeline
Midwest Trust Co16,641$2.94M0.04%-34013F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,596$2.93M0.06%-20613F-HRTimeline
Finley Financial, LLC16,070$2.84M1.31%-5013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC15,759$2.79M0.07%+27613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK15,437$2.73M0.01%+1,71313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO15,408$2.72M0.06%-1,94713F-HRTimeline
Asset Management Group, Inc.15,316$2.71M0.44%-9313F-HRTimeline
Wealth Architects, LLC15,055$2.66M0.25%013F-HRTimeline
Janney Montgomery Scott LLC14,984$2.65M0.01%-45913F-HRTimeline
Alamar Capital Management, LLC14,926$2.64M1.4%+1,50113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,532$2.57M0.03%+29313F-HRTimeline
AE Wealth Management LLC14,472$2.56M0.02%+47413F-HRTimeline
Weinberger Asset Management, Inc14,240$2.52M0.91%-46913F-HRTimeline
LMG Wealth Partners, LLC14,049$2.48M0.46%+11,65713F-HRTimeline
COUNTRY CLUB BANK14,001$2.47M0.15%-3013F-HRTimeline
Wealthfront Advisers LLC13,960$2.47M0.01%+4513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,903$2.46M0.05%+7513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS13,826$2.44M0.09%+1,16313F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO13,772$2.44M0.08%+1,11313F-HRTimeline
VANCE WEALTH, LLC13,732$2.43M0.75%-39613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,556$2.4M0.02%-11113F-HR/ATimelineGroup
Moran Wealth Management, LLC13,374$2.36M0.07%new13F-HRTimeline
Hardy Reed LLC13,312$2.35M0.17%013F-HRTimeline
Dorsey & Whitney Trust CO LLC13,283$2.35M0.12%013F-HRTimeline
Falcon Wealth Planning13,199$2.33M0.21%-70113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.13,174$2.33M0.18%-17,41113F-HRTimeline
Klingman & Associates, LLC12,942$2.29M0.12%013F-HRTimeline
Global Retirement Partners, LLC12,817$2.27M0.05%-12613F-HRTimeline
Washington Trust Bank12,803$2.26M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McAdam, LLC12,802$2.26M0.11%-53213F-HRTimeline
Tradition Wealth Management, LLC12,478$2.21M0.16%-2913F-HRTimeline
Penobscot Investment Management Company…12,353$2.18M0.17%+1,51513F-HRTimeline
Allegheny Financial Group12,338$2.18M0.41%+3613F-HRTimeline
Towerpoint Wealth, LLC12,234$2.16M0.89%+2213F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,107$2.14M0.07%+1,16513F-HRTimeline
SkyOak Wealth, LLC12,080$2.14M0.4%+32313F-HRTimeline
BHK Investment Advisors, LLC12,040$2.13M0.8%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$2.1M0.06%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC11,762$2.08M0.9%+4713F-HRTimeline
FAS Wealth Partners, Inc.11,716$2.07M0.14%+60113F-HRTimeline
DAVENPORT & Co LLC11,689$2.07M0.01%+8,93813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,688$2.07M<0.01%-106,33813F-HRTimelineGroup
Parallel Advisors, LLC11,535$2.04M0.04%+1,63813F-HRTimeline
Advisory Services Network, LLC11,469$2.03M0.03%+43513F-HRTimeline
Steward Partners Investment Advisory, L…11,397$2.02M0.01%+2,90413F-HRTimeline
Vawter Financial, Ltd.11,333$2M0.91%new13F-HR/ATimeline
TFB Advisors LLC10,961$1.97M0.57%+10113F-HRTimeline
Snowden Capital Advisors LLC10,915$1.93M0.05%013F-HRTimeline
&PARTNERS10,882$1.92M0.01%+1,78913F-HRTimeline
Wilmington Savings Fund Society, FSB10,831$1.92M0.05%-193,60613F-HR/ATimeline
Roundview Capital LLC10,761$1.9M0.12%-30013F-HRTimeline
Empowered Funds, LLC10,733$1.9M0.02%+1,27213F-HRTimeline
Peloton Wealth Strategists10,700$1.89M0.74%-57413F-HRTimeline
JMG Financial Group, Ltd.10,672$1.89M0.05%+14613F-HRTimeline
Pointe Capital Management LLC10,436$1.85M0.9%+1,77013F-HRTimeline
NWAM LLC10,220$1.81M0.1%+49713F-HR/ATimeline
Wealth Dimensions Group, Ltd.10,202$1.8M0.37%-35313F-HRTimeline
FIRST MANHATTAN CO. LLC.10,146$1.79M<0.01%+93813F-HRTimeline
Legacy Edge Advisors, LLC10,137$1.79M0.21%+60013F-HRTimeline
Shakespeare Wealth Management, LLC10,102$1.79M0.41%-19013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,027$1.77M0.03%+2,60713F-HRTimelineGroup
Windward Private Wealth Management Inc.9,993$1.77M0.61%-4813F-HRTimeline
Wealth Advisory Solutions, LLC9,981$1.76M0.43%+68813F-HRTimeline
Modern Wealth Management, LLC9,881$1.75M0.03%-44913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC9,822$1.74M<0.01%-1,41513F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.9,782$1.73M0.85%+1,59713F-HRTimeline
Blue Trust, Inc.9,749$1.72M0.02%-49813F-HRTimeline
Total Wealth Planning, LLC9,725$1.72M0.2%-2913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,715$1.72M0.01%-16913F-HRTimelineGroup
Merit Financial Group, LLC9,576$1.69M0.02%-20213F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC9,500$1.68M0.09%-1,09413F-HRTimeline
RPg Family Wealth Advisory, LLC9,458$1.67M0.37%new13F-HRTimeline
Legacy Bridge, LLC9,430$1.67M0.69%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,321$1.65M0.13%+6213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,319$1.65M0.16%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,252$1.64M0.02%+53013F-HRTimelineGroup
American Financial Advisors, LLC9,212$1.63M0.21%-1,11613F-HRTimeline
Atria Investments, Inc9,199$1.63M0.02%+5,57713F-HRTimeline
WealthPlan Investment Management, LLC9,197$1.63M0.11%+47313F-HRTimeline
Integrated Wealth Concepts LLC9,176$1.62M0.01%+23613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,162$1.62M<0.01%+1,41713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC9,063$1.6M0.13%-4013F-HRTimeline
SilverOak Wealth Management LLC9,053$1.6M0.27%+1,64213F-HRTimeline
Graves Light Lenhart Wealth, Inc.9,038$1.6M0.18%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,036$1.6M0.07%013F-HRTimeline
Farther Finance Advisors, LLC8,742$1.55M0.02%+3,51313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC8,674$1.53M<0.01%-41,07213F-HRTimelineGroup
Sterling Financial Group, Inc.8,545$1.51M0.48%013F-HRTimeline
St. Louis Trust Co8,485$1.5M0.19%013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,416$1.49M0.16%-10913F-HRTimeline
Stordahl Capital Management, Inc.8,339$1.47M0.31%+12913F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,338$1.47M0.07%+913F-HRTimeline
Retirement Planning Group, LLC8,331$1.47M0.05%new13F-HRTimeline
Arkadios Wealth Advisors8,322$1.47M0.04%+2,36113F-HRTimeline
Squire Investment Management Company, L…8,216$1.45M0.47%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.8,211$1.45M0.35%-39813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,183$1.45M1.3%-9713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…7,973$1.43M0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC8,063$1.43M0.08%+6113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,055$1.42M0.03%-26613F-HRTimelineGroup
HBK Sorce Advisory LLC7,873$1.42M0.04%-20613F-HR/ATimeline
LOWERY THOMAS, LLC7,966$1.41M0.81%-1,32213F-HRTimeline
Future Fund LLC7,954$1.41M0.5%013F-HRTimeline
Argent Trust Co7,860$1.39M0.05%-12413F-HRTimeline
Frederick Financial Consultants, LLC7,839$1.39M0.78%+113F-HRTimeline
Altiora Financial Group, LLC7,831$1.38M0.25%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,736$1.37M0.04%-47,15913F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC7,679$1.36M0.04%-4613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,666$1.36M0.05%+2,37413F-HRTimelineGroup
Veery Capital, LLC7,656$1.35M0.43%+17913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,473$1.32M0.48%-3113F-HRTimeline
Harbour Capital Advisors, LLC7,405$1.32M0.27%-13013F-HRTimeline
Meridian Wealth Management, LLC7,338$1.3M0.05%-59313F-HRTimeline
PITTENGER & ANDERSON INC7,125$1.26M0.05%013F-HRTimeline
Eukles Asset Management7,033$1.24M0.48%+6113F-HRTimeline
UMB Bank, n.a.7,024$1.24M0.02%-26713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PACES FERRY WEALTH ADVISORS, LLC7,016$1.24M0.52%+113F-HRTimeline
Performance Wealth Partners, LLC6,890$1.22M0.03%-16713F-HRTimeline
626 Financial, LLC6,875$1.22M0.54%-14913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,850$1.21M0.06%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,843$1.21M0.01%-3,92013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC6,813$1.2M0.03%+3,13813F-HRTimeline
LMCG INVESTMENTS, LLC6,764$1.2M0.07%-7013F-HRTimeline
Mutual Advisors, LLC6,646$1.19M0.03%+46913F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC6,678$1.18M0.79%013F-HRTimelineGroup
Aletheian Wealth Advisors LLC6,651$1.18M0.55%-3113F-HRTimeline
INSIGHT 2811, INC.6,512$1.15M0.51%+2613F-HRTimeline
Aptus Capital Advisors, LLC6,465$1.14M0.01%+113F-HRTimeline
PDS Planning, Inc6,440$1.14M0.08%-413F-HRTimeline
Evanson Asset Management, LLC6,427$1.14M0.06%013F-HRTimeline
Valeo Financial Advisors, LLC6,320$1.12M0.03%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,306$1.11M0.16%013F-HRTimeline
Financial Guidance Group, Inc.6,263$1.11M0.5%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,213$1.1M0.01%-2,19413F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.6,178$1.09M0.12%+94513F-HRTimeline
Calydon Capital6,168$1.09M0.17%-6,11213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,098$1.08M0.16%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,067$1.07M<0.01%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC6,062$1.07M0.22%+19613F-HRTimeline
HighMark Wealth Management LLC6,027$1.07M0.47%-15313F-HRTimeline
First Bancorp, Inc /ME/6,000$1.06M0.56%013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP5,888$1.04M0.03%-2,91213F-HRTimeline
Private Wealth Asset Management, LLC5,876$1.04M0.12%-22213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,861$1.04M0.05%-9013F-HRTimeline
Clarion Wealth Managment Partners, LLC5,831$1.03M1.02%-28813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,829$1.03M0.01%-59613F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC5,790$1.02M0.29%-14513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,777$1.02M0.03%-1,71113F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,712$1.01M0.03%-13413F-HRTimeline
Crescent Grove Advisors, LLC5,698$1.01M0.1%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,685$1.01M0.04%013F-HRTimeline
NewEdge Wealth, LLC5,656$1M0.01%013F-HRTimeline
Jordan Park Group LLC5,533$978K0.06%013F-HRTimeline
E&G Advisors, LLC5,529$978K0.23%013F-HRTimeline
Integrated Advisors Network LLC5,514$975K0.04%013F-HRTimeline
Affinity Capital Advisors, LLC5,475$975K0.15%-24013F-HRTimeline
Pinnacle Financial Partners Inc5,509$974K0.02%-8,37413F-HRTimeline
Rodgers & Associates, LTD5,507$974K0.1%-3813F-HRTimeline
IFP Advisors, Inc5,491$971K0.03%+1,58613F-HR/ATimeline
VestGen Advisors, LLC5,444$963K0.03%+9613F-HRTimeline
Atlas Legacy Advisors, LLC5,441$962K0.19%-53513F-HRTimeline
Sequoia Financial Advisors, LLC5,374$950K0.01%-16713F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,336$944K0.6%+1013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,331$943K0.01%-95613F-HRTimelineGroup
American State Bank (Iowa)5,327$942K0.48%+22413F-HRTimeline
Disciplined Investments, LLC5,327$942K0.37%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,303$938K0.03%-2113F-HRTimelineGroup
North Star Investment Management Corp.5,294$936K0.06%-22113F-HRTimeline
CULBERTSON A N & CO INC5,211$921K0.13%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,145$910K0.3%-3,20713F-HRTimeline
Maxele Advisors, LLC5,132$907K0.78%+15813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,128$907K0.03%-9313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,103$902K0.01%+1,98913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,064$895K0.01%-14313F-HRTimelineGroup
SOL Capital Management CO5,060$895K0.08%-41513F-HRTimeline
Cascade Financial Partners, LLC5,032$890K0.1%013F-HRTimeline
Carbahal Olsen Financial Services Group…5,001$884K0.71%-15813F-HRTimeline
BRIGHTON JONES LLC4,973$879K0.02%+37013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.4,971$879K0.47%-1213F-HRTimeline
MWA Asset Management4,886$864K0.48%-66213F-HRTimeline
Hirtle & Co., LLC4,877$862K0.03%013F-HRTimeline
Carnegie Investment Counsel4,876$862K0.02%-1,09113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,851$858K0.37%013F-HRTimeline
RENASANT BANK4,836$855K0.54%-1,76013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,804$849K0.27%-7,44613F-HRTimeline
Arista Wealth Management, LLC4,804$849K0.11%013F-HRTimeline
Diversified Investment Strategies, LLC4,796$848K0.56%013F-HRTimeline
Center for Financial Planning, Inc.4,760$842K0.09%013F-HRTimeline
Opus Capital Group, LLC4,718$834K0.09%013F-HRTimeline
Rehmann Capital Advisory Group4,710$833K0.05%-1813F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,690$829K0.49%+2013F-HRTimeline
DRAVO BAY LLC4,661$824K0.36%-2613F-HRTimeline
Prospera Financial Services Inc4,649$824K0.01%-16113F-HRTimeline
Wealthspire Retirement, LLC4,611$815K0.05%+113F-HR/ATimeline