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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,033 managers (1,045 13F filers) reported a position in IWN shares at 2025-12-31, 50,221,861 shares in all. 86 filers opened a position and 54 filers sold out during the quarter.

Managers
1,033
13F filers
1,045
New
86
Added
322
Reduced
308
Sold out
54
Shares held by filers
50,221,861

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sterling Capital Management LLC18,709$3.39M0.06%-6,47913F-HRTimeline
BBR PARTNERS, LLC18,449$3.34M0.18%new13F-HRTimeline
GTS SECURITIES LLC18,215$3.3M0.11%-14013F-HRTimeline
Geneos Wealth Management Inc.18,063$3.27M0.08%+1,19613F-HRTimeline
Brady Martz Wealth Solutions, LLC17,982$3.26M0.57%+5313F-HRTimeline
OneDigital Investment Advisors LLC17,773$3.22M0.03%013F-HRTimeline
INVESTMENT PARTNERS, LTD.17,633$3.2M1.12%+6313F-HRTimeline
GHP Investment Advisors, Inc.17,458$3.16M0.13%-24013F-HRTimeline
&PARTNERS17,454$3.16M0.02%+6,57213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,134$3.1M0.08%+15313F-HRTimelineGroup
Clearstead Advisors, LLC16,793$3.04M0.04%+1513F-HRTimeline
Visionary Wealth Advisors16,624$3.01M0.14%-96313F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,599$3.01M0.05%+313F-HRTimeline
Wealthfront Advisers LLC16,533$3M0.01%+2,57313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,448$2.98M<0.01%-46,36813F-HRTimelineGroup
Midwest Trust Co16,186$2.93M0.04%-45513F-HRTimeline
Mill Creek Capital Advisors, LLC16,126$2.92M0.06%-4,41513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC16,059$2.91M0.06%new13F-HRTimelineGroup
Finley Financial, LLC15,540$2.82M1.29%-53013F-HRTimeline
Kelsey Financial, LLC15,393$2.79M2.4%13F-HRTimeline
Asset Management Group, Inc.15,390$2.79M0.45%+7413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,348$2.78M0.02%+5,63313F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.15,205$2.76M0.31%13F-HRTimeline
TICINO WEALTH15,165$2.75M1.02%13F-HRTimeline
Alamar Capital Management, LLC15,069$2.73M1.51%+14313F-HRTimeline
Meramec Financial Planners, LLC13,553$2.71M1.06%13F-HRTimeline
Wealth Architects, LLC14,890$2.7M0.24%-16513F-HRTimeline
Atria Investments, Inc14,760$2.67M0.03%+5,56113F-HRTimeline
SVB WEALTH LLC14,683$2.66M0.16%-2,51313F-HRTimeline
STOCK YARDS BANK & TRUST CO14,605$2.65M0.08%+83313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,504$2.63M0.03%-2813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS14,491$2.63M0.1%+66513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC14,412$2.61M0.06%-1,34713F-HRTimeline
Klingman & Associates, LLC14,297$2.59M0.12%+1,35513F-HRTimeline
QUADRANT CAPITAL GROUP LLC14,172$2.57M0.08%+2,06513F-HRTimeline
Blue Trust, Inc.13,972$2.53M0.03%+4,22313F-HRTimeline
Roundview Capital LLC13,963$2.53M0.16%+3,20213F-HRTimeline
Sequoia Financial Advisors, LLC13,871$2.51M0.01%+8,49713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK13,837$2.51M<0.01%-1,60013F-HRTimelineGroup
Janney Montgomery Scott LLC13,764$2.49M0.01%-1,22013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC13,705$2.48M0.26%new13F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,283$2.43M0.07%new13F-HRTimelineGroup
Hardy Reed LLC13,312$2.41M0.17%013F-HRTimeline
Dorsey & Whitney Trust CO LLC13,283$2.41M0.13%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,283$2.41M0.06%+5,54713F-HRTimelineGroup
VANCE WEALTH, LLC13,233$2.4M0.71%-49913F-HR/ATimeline
Steward Partners Investment Advisory, L…13,232$2.4M0.01%+1,83513F-HRTimeline
LMG Wealth Partners, LLC13,166$2.39M0.45%-88313F-HRTimeline
BHK Investment Advisors, LLC12,892$2.34M0.77%+85213F-HRTimeline
Falcon Wealth Planning12,882$2.33M0.2%-31713F-HRTimeline
Washington Trust Bank12,802$2.32M0.16%-113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC12,711$2.3M0.01%-1,76113F-HRTimeline
Weinberger Asset Management, Inc12,631$2.29M0.82%-1,60913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,587$2.28M<0.01%+89913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,526$2.27M0.01%-1,03013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,480$2.26M0.04%-1,42313F-HRTimelineGroup
Tradition Wealth Management, LLC12,478$2.26M0.16%013F-HRTimeline
McAdam, LLC12,399$2.25M0.1%-40313F-HRTimeline
Allegheny Financial Group12,374$2.24M0.33%+3613F-HRTimeline
Farther Finance Advisors, LLC12,357$2.24M0.02%+3,61513F-HRTimeline
Penobscot Investment Management Company…12,332$2.23M0.17%-2113F-HRTimeline
Towerpoint Wealth, LLC12,208$2.21M0.88%-2613F-HRTimeline
SkyOak Wealth, LLC12,021$2.18M0.39%-5913F-HRTimeline
Performa Ltd (US), LLC11,999$2.17M0.55%-40,50013F-HRTimeline
Snowden Capital Advisors LLC11,956$2.17M0.06%+1,04113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$2.15M0.06%013F-HRTimelineGroup
Parallel Advisors, LLC11,837$2.15M0.04%+30213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC11,823$2.14M0.9%+6113F-HRTimeline
FAS Wealth Partners, Inc.11,752$2.13M0.14%+3613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,654$2.11M<0.01%-37,52813F-HRTimelineGroup
Advisory Services Network, LLC11,360$2.06M0.03%-10913F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP11,151$2.02M0.05%+5,26313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.11,096$2.01M1.3%-8,09113F-HRTimeline
Vawter Financial, Ltd.11,033$2M0.84%-30013F-HR/ATimeline
Pointe Capital Management LLC11,016$2M0.99%+58013F-HRTimeline
Merit Financial Group, LLC10,982$1.99M0.02%+1,40613F-HRTimeline
Checchi Capital Advisers, LLC10,960$1.99M0.14%-25,38913F-HRTimeline
Wilmington Savings Fund Society, FSB10,870$1.97M0.05%+3913F-HRTimeline
TFB Advisors LLC10,848$1.97M0.55%-11313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,809$1.96M0.04%-4,59913F-HRTimeline
Peloton Wealth Strategists10,799$1.96M0.76%+9913F-HRTimeline
NewEdge Wealth, LLC10,715$1.94M0.02%+5,05913F-HRTimeline
JMG Financial Group, Ltd.10,599$1.92M0.05%-7313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,574$1.92M<0.01%new13F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC10,426$1.89M<0.01%+60413F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.10,314$1.87M<0.01%+16813F-HRTimeline
Shakespeare Wealth Management, LLC10,091$1.83M0.4%-1113F-HRTimeline
NWAM LLC10,039$1.82M0.1%-18113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,050$1.82M0.03%+2313F-HRTimelineGroup
Wealth Advisory Solutions, LLC9,969$1.81M0.42%-1213F-HRTimeline
Legacy Edge Advisors, LLC9,891$1.79M0.2%-24613F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC9,890$1.79M0.08%+7,98013F-HRTimeline
Wealth Dimensions Group, Ltd.9,875$1.79M0.36%-32713F-HRTimeline
Modern Wealth Management, LLC9,692$1.76M0.03%-18913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,644$1.75M0.02%+39213F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.10,065$1.75M0.85%+28313F-HRTimeline
WealthPlan Investment Management, LLC9,568$1.73M0.11%+37113F-HRTimeline
Legacy Bridge, LLC9,335$1.69M0.69%-9513F-HRTimeline
HBK Sorce Advisory LLC8,440$1.69M0.04%+56713F-HRTimeline
IFP Advisors, Inc9,291$1.68M0.04%+3,80013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,087$1.65M0.01%+2,87413F-HRTimelineGroup
Windward Private Wealth Management Inc.9,086$1.65M0.57%-90713F-HRTimeline
SilverOak Wealth Management LLC9,053$1.64M0.26%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,036$1.64M0.07%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,022$1.63M0.12%-29913F-HRTimeline
DAVENPORT & Co LLC9,005$1.63M0.01%-2,68413F-HRTimeline
Graves Light Lenhart Wealth, Inc.8,933$1.62M0.17%-10513F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,892$1.61M0.08%-60813F-HRTimeline
Nest Investments, LLC8,849$1.6M1.34%13F-HRTimeline
Squire Investment Management Company, L…8,833$1.6M0.48%+61713F-HRTimeline
Meridian Wealth Management, LLC8,682$1.57M0.06%+1,34413F-HRTimeline
Atlas Legacy Advisors, LLC8,634$1.56M0.27%+3,19313F-HRTimeline
St. Louis Trust Co8,485$1.54M0.18%013F-HRTimeline
COZAD ASSET MANAGEMENT INC8,481$1.54M0.12%-58213F-HRTimeline
Stordahl Capital Management, Inc.8,459$1.53M0.32%+12013F-HRTimeline
Cornerstone Wealth Management, LLC8,404$1.52M0.08%+34113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,391$1.52M0.03%+33613F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC8,384$1.52M0.15%-3213F-HRTimeline
American Financial Advisors, LLC8,376$1.52M0.2%-83613F-HRTimeline
Retirement Planning Group, LLC8,326$1.51M0.05%-513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.8,263$1.5M1.27%+8013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8,104$1.47M0.14%-1,21513F-HRTimeline
626 Financial, LLC8,099$1.47M0.63%+1,22413F-HRTimeline
Argent Trust Co7,860$1.42M0.05%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.7,851$1.42M0.33%-36013F-HRTimeline
Altiora Financial Group, LLC7,831$1.42M0.24%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,781$1.41M0.02%+2,71713F-HRTimelineGroup
Veery Capital, LLC7,736$1.4M0.43%+8013F-HRTimeline
Frederick Financial Consultants, LLC7,698$1.4M0.76%-14113F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,614$1.38M0.07%-72413F-HRTimeline
Rodgers & Associates, LTD7,607$1.38M0.14%+2,10013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,475$1.35M0.04%-20413F-HRTimeline
Harbour Capital Advisors, LLC7,405$1.35M0.28%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,445$1.35M0.47%-2813F-HRTimeline
Pacific Ridge Capital Partners, LLC7,251$1.31M0.29%new13F-HRTimeline
PITTENGER & ANDERSON INC7,125$1.29M0.05%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,089$1.28M0.52%+7313F-HRTimeline
Eukles Asset Management7,071$1.28M0.5%+3813F-HRTimeline
River Road Asset Management, LLC7,064$1.28M0.01%new13F-HRTimeline
Quantinno Capital Management LP7,039$1.28M<0.01%+3,84013F-HRTimeline
Integrated Wealth Concepts LLC6,939$1.26M0.01%-2,23713F-HRTimeline
Performance Wealth Partners, LLC6,890$1.25M0.03%013F-HRTimeline
LOWERY THOMAS, LLC6,827$1.24M0.7%-1,13913F-HRTimeline
Ashton Thomas Private Wealth, LLC6,818$1.24M0.03%+513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,790$1.23M0.04%-87613F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC6,742$1.22M0.04%+96513F-HRTimeline
Greenspring Advisors, LLC6,734$1.22M0.07%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,700$1.21M<0.01%new13F-HRTimeline
UMB Bank, n.a.6,686$1.21M0.02%-33813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ategra Capital Management, LLCin group Ategra Capital Management, LLC6,678$1.21M0.69%013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC6,629$1.2M0.09%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,596$1.2M0.07%+3,91913F-HRTimeline
LMCG INVESTMENTS, LLC6,570$1.19M0.07%-19413F-HRTimeline
Mutual Advisors, LLC6,558$1.19M0.03%-8813F-HRTimeline
PDS Planning, Inc6,458$1.17M0.08%+1813F-HRTimeline
Aptus Capital Advisors, LLC6,442$1.17M0.01%-2313F-HRTimeline
VestGen Advisors, LLC6,430$1.17M0.05%+98613F-HRTimeline
Evanson Asset Management, LLC6,425$1.16M0.06%-213F-HRTimeline
OpenArc Corporate Advisory, LLC6,320$1.15M0.02%13F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE6,306$1.14M0.1%013F-HRTimeline
Financial Guidance Group, Inc.6,240$1.13M0.46%-2313F-HRTimeline
Moran Wealth Management, LLC6,223$1.13M0.03%-7,15113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,220$1.13M<0.01%+4,31013F-HRTimeline
Calydon Capital6,204$1.12M0.19%+3613F-HRTimeline
INSIGHT 2811, INC.6,197$1.12M0.5%-31513F-HRTimeline
Valeo Financial Advisors, LLC6,156$1.12M0.02%-16413F-HRTimeline
Private Wealth Asset Management, LLC6,141$1.11M0.12%+26513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,603$1.1M0.01%-2,37013F-HRTimeline
HighMark Wealth Management LLC6,022$1.09M0.44%-513F-HRTimeline
First Bancorp, Inc /ME/6,000$1.09M0.58%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,984$1.08M0.16%-11413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,899$1.07M0.12%-27913F-HRTimeline
Horizon Investments, LLC5,899$1.07M0.01%+3,78213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,841$1.06M0.05%-2013F-HRTimeline
Crescent Grove Advisors, LLC5,835$1.06M0.1%+13713F-HRTimeline
Grey Fox Wealth Advisors, LLC5,794$1.05M0.21%-26813F-HRTimeline
Smartleaf Asset Management LLC5,723$1.05M0.04%+1,30613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding5,441$1.02M+1,226Timeline
FineMark National Bank & Trust5,582$1.01M0.03%+1,40813F-HRTimeline
Integrated Advisors Network LLC5,539$1M0.04%+2513F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,539$1M0.03%-17313F-HRTimeline
Clarion Wealth Managment Partners, LLC5,519$1M0.93%-31213F-HRTimeline
Affinity Capital Advisors, LLC5,471$991K0.14%-413F-HRTimeline
American State Bank (Iowa)5,470$991K0.48%+14313F-HRTimeline
Atom Investors LP5,461$990K0.08%-223,90813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,457$989K0.01%-37213F-HRTimelineGroup
E&G Advisors, LLC5,429$984K0.22%-10013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,398$978K0.02%new13F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,367$973K0.01%+3613F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.5,353$970K0.6%+1713F-HRTimeline
Maxele Advisors, LLC5,308$962K0.78%+17613F-HRTimeline
Disciplined Investments, LLC5,307$962K0.37%-2013F-HRTimeline
North Star Investment Management Corp.5,273$956K0.06%-2113F-HRTimeline
Linden Thomas Advisory Services, LLC5,263$954K0.1%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,236$949K0.04%+1,53113F-HRTimelineGroup
CULBERTSON A N & CO INC5,151$933K0.13%-6013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,122$928K0.01%+1913F-HRTimeline
Carbahal Olsen Financial Services Group…5,061$917K0.7%+6013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,059$917K<0.01%-1,00813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.5,031$912K0.01%new13F-HRTimeline