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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,023 managers (1,035 13F filers) reported a position in IWN shares at 2026-03-31, 47,767,403 shares in all. 71 filers opened a position and 70 filers sold out during the quarter.

Managers
1,023
13F filers
1,035
New
71
Added
299
Reduced
362
Sold out
70
Shares held by filers
47,767,403

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Texas Yale Capital Corp.19,889$3.77M0.11%-713F-HRTimeline
Merit Financial Group, LLC19,124$3.63M0.03%+8,14213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,091$3.62M<0.01%+6,50413F-HRTimelineGroup
Midwest Professional Planners, LTD.18,868$3.58M0.84%new13F-HRTimeline
Integrated Wealth Concepts LLC18,576$3.52M0.03%+11,63713F-HRTimeline
BBR PARTNERS, LLC18,449$3.5M0.2%013F-HRTimeline
Prosperity Planning, Inc.18,421$3.49M0.88%-31413F-HRTimeline
Foundation Wealth Management, LLC\PA18,365$3.48M1.23%-65613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,165$3.44M0.08%+1,03113F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.17,844$3.38M0.47%-1,50713F-HRTimeline
OneDigital Investment Advisors LLC17,749$3.36M0.03%-2413F-HRTimeline
Sierra Capital LLC17,739$3.36M0.37%-4,75313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,683$3.35M<0.01%-54,88213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC17,308$3.28M<0.01%-5,50113F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.17,194$3.26M1.16%-43913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,924$3.21M0.01%-9,22413F-HRTimelineGroup
GHP Investment Advisors, Inc.16,866$3.2M0.13%-59213F-HRTimeline
Visionary Wealth Advisors16,517$3.13M0.14%-10713F-HRTimeline
Midwest Trust Co16,405$3.11M0.04%+21913F-HRTimeline
Mill Creek Capital Advisors, LLC16,126$3.06M0.06%013F-HRTimeline
TICINO WEALTH13,585$3.05M1.06%-1,58013F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,830$3M0.05%-76913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,728$2.98M0.12%+1,23713F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO15,660$2.97M0.09%+1,05513F-HRTimeline
Finley Financial, LLC15,540$2.95M1.38%013F-HRTimeline
Asset Management Group, Inc.15,429$2.93M0.47%+3913F-HRTimeline
Advisory Services Network, LLC15,412$2.92M0.04%+4,05213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,132$2.92M0.04%-37213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…15,315$2.9M0.01%+9,09513F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC15,315$2.9M0.14%+5,42513F-HRTimeline
AE Wealth Management LLC15,299$2.9M0.02%+2,58813F-HRTimeline
Wealth Architects, LLC14,890$2.82M0.25%013F-HRTimeline
Clearstead Advisors, LLC14,849$2.82M0.03%-1,94413F-HRTimeline
Kelsey Financial, LLC14,711$2.79M2.44%-68213F-HRTimeline
Meramec Financial Planners, LLC13,245$2.75M1.09%-30813F-HRTimeline
Sequoia Financial Advisors, LLC14,332$2.72M0.02%+46113F-HRTimeline
Klingman & Associates, LLC14,297$2.71M0.13%013F-HRTimeline
SANDERS MORRIS HARRIS LLC14,200$2.69M0.43%new13F-HRTimeline
Janney Montgomery Scott LLC14,143$2.68M0.01%+37913F-HRTimeline
Alamar Capital Management, LLC13,934$2.64M1.61%-1,13513F-HRTimeline
Roundview Capital LLC13,726$2.6M0.16%-23713F-HRTimeline
SVB WEALTH LLC13,563$2.57M0.17%-1,12013F-HRTimeline
Brady Martz Wealth Solutions, LLC13,507$2.56M0.44%-4,47513F-HRTimeline
Hardy Reed LLC13,312$2.52M0.18%013F-HRTimeline
Dorsey & Whitney Trust CO LLC13,283$2.52M0.14%013F-HRTimeline
Checchi Capital Advisers, LLC13,222$2.51M0.17%+2,26213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,211$2.5M0.07%-1,20113F-HRTimeline
LMG Wealth Partners, LLC13,166$2.5M0.45%013F-HRTimeline
&PARTNERS12,908$2.48M0.01%-4,54613F-HRTimeline
BHK Investment Advisors, LLC12,968$2.46M0.82%+7613F-HRTimeline
WealthPlan Investment Management, LLC12,917$2.45M0.14%+3,34913F-HRTimeline
VANCE WEALTH, LLC12,833$2.43M0.7%-40013F-HRTimeline
Washington Trust Bank12,786$2.42M0.18%-1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allegheny Financial Group12,657$2.4M0.32%+28313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,933$2.39M0.07%-35013F-HRTimelineGroup
Tradition Wealth Management, LLC12,588$2.39M0.17%+11013F-HRTimeline
Penobscot Investment Management Company…12,412$2.35M0.18%+8013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,328$2.34M0.27%-2,87713F-HRTimeline
Towerpoint Wealth, LLC12,209$2.31M0.93%+113F-HRTimeline
Parallel Advisors, LLC12,091$2.29M0.04%+25413F-HR/ATimeline
SkyOak Wealth, LLC12,069$2.29M0.42%+4813F-HRTimeline
Performa Ltd (US), LLC11,999$2.27M0.51%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,938$2.26M0.01%-58813F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,858$2.25M0.06%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC11,852$2.25M0.94%+2913F-HRTimeline
FAS Wealth Partners, Inc.11,604$2.2M0.14%-14813F-HRTimeline
Snowden Capital Advisors LLC11,599$2.2M0.06%-35713F-HRTimeline
McAdam, LLC11,275$2.14M0.1%-1,12413F-HRTimeline
Pointe Capital Management LLC11,198$2.12M1.05%+18213F-HRTimeline
Quantinno Capital Management LP10,956$2.08M<0.01%+3,91713F-HRTimeline
Blue Trust, Inc.10,760$2.04M0.02%-3,21213F-HRTimeline
HBK Sorce Advisory LLC9,609$2.03M0.04%+1,16913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,717$2.03M1.33%-37913F-HRTimeline
Horizon Investments, LLC10,682$2.03M0.02%+4,78313F-HRTimeline
Falcon Wealth Planning10,658$2.02M0.14%-2,22413F-HRTimeline
Wilmington Savings Fund Society, FSB10,639$2.02M0.05%-23113F-HRTimeline
JMG Financial Group, Ltd.10,599$2.01M0.06%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.10,574$2M0.93%+50913F-HRTimeline
Steward Partners Investment Advisory, L…10,498$1.99M0.01%-2,73413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,468$1.98MnewTimeline
CITIGROUP INCin group CITIGROUP INC10,446$1.98M<0.01%-1,20813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO10,410$1.97M0.04%-39913F-HRTimeline
Wealth Advisory Solutions, LLC10,369$1.97M0.44%+40013F-HRTimeline
Villanova Investment Management Co LLC10,338$1.96M2.01%new13F-HRTimeline
Addison Capital Co10,331$1.96M0.35%new13F-HRTimeline
Independent Advisor Alliance10,192$1.93M0.02%+7,75913F-HRTimeline
Squire Investment Management Company, L…10,152$1.92M0.53%+1,31913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK10,076$1.91M<0.01%-3,76113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC10,056$1.91M0.06%-4,11613F-HR/ATimeline
NWAM LLC10,039$1.9M0.11%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,023$1.9M0.04%-2713F-HRTimelineGroup
Vawter Financial, Ltd.10,019$1.9M0.8%-1,01413F-HR/ATimeline
Weinberger Asset Management, Inc9,983$1.89M0.71%-2,64813F-HRTimeline
Shakespeare Wealth Management, LLC9,912$1.88M0.44%-17913F-HRTimeline
Legacy Edge Advisors, LLC9,864$1.87M0.2%-2713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,450$1.79M0.01%-5,89813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,416$1.79M0.02%-22813F-HRTimelineGroup
Wealth Dimensions Group, Ltd.9,360$1.77M0.35%-51513F-HRTimeline
Legacy Bridge, LLC9,335$1.77M0.67%013F-HRTimeline
J2 Capital Management Inc9,156$1.74M1.19%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9,131$1.73M0.17%+1,02713F-HRTimeline
Nest Investments, LLC9,100$1.73M1.4%+25113F-HRTimeline
FIRST MANHATTAN CO. LLC.9,045$1.71M<0.01%-1,26913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,040$1.71M0.07%+413F-HRTimeline
SilverOak Wealth Management LLC8,901$1.69M0.27%-15213F-HRTimeline
Graves Light Lenhart Wealth, Inc.8,889$1.69M0.18%-4413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,816$1.67M0.12%-20613F-HRTimeline
Cornerstone Wealth Management, LLC8,780$1.66M0.08%+37613F-HRTimeline
Windward Private Wealth Management Inc.8,772$1.66M0.57%-31413F-HRTimeline
Atlas Legacy Advisors, LLC8,753$1.66M0.3%+11913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,659$1.64M0.01%+3,53713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,634$1.64M0.01%-45313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC8,596$1.63M0.13%+11513F-HRTimeline
Retirement Planning Group, LLC8,519$1.62M0.05%+19313F-HRTimeline
Relyea Zuckerberg Hanson LLC8,519$1.62M0.16%+13513F-HRTimeline
St. Louis Trust Co8,485$1.61M0.19%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,481$1.61M0.03%+9013F-HRTimelineGroup
LUTS & GREENLEIGH GROUP, INC.8,476$1.61M1.27%+21313F-HRTimeline
Eukles Asset Management8,375$1.59M0.71%+1,30413F-HRTimeline
American Financial Advisors, LLC8,364$1.59M0.21%-1213F-HRTimeline
Stordahl Capital Management, Inc.8,251$1.56M0.32%-20813F-HRTimeline
Modern Wealth Management, LLC8,119$1.55M0.03%-1,57313F-HRTimeline
626 Financial, LLC8,109$1.54M0.69%+1013F-HRTimeline
Harbour Capital Advisors, LLC7,330$1.51M0.29%-7513F-HRTimeline
Rehmann Capital Advisory Group7,853$1.49M0.08%+2,90613F-HRTimeline
Meridian Wealth Management, LLC7,846$1.49M0.05%-83613F-HRTimeline
Altiora Financial Group, LLC7,831$1.48M0.24%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,815$1.48M0.07%-1,07713F-HRTimeline
Argent Trust Co7,805$1.48M0.05%-5513F-HRTimeline
Veery Capital, LLC7,746$1.47M0.45%+1013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.7,698$1.46M0.12%+4,45913F-HRTimeline
Phocas Financial Corp.7,652$1.45M0.23%new13F-HRTimeline
Frederick Financial Consultants, LLC7,626$1.45M0.72%-7213F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,596$1.44M0.03%+5,57613F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP7,594$1.44M0.03%-3,55713F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,461$1.41M0.07%-15313F-HRTimeline
Rodgers & Associates, LTD7,380$1.4M0.14%-22713F-HRTimeline
Smartleaf Asset Management LLC7,566$1.4M0.05%+1,84313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,300$1.38M0.47%-14513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,272$1.38M0.03%-5,20813F-HRTimelineGroup
Cornerstone Wealth Advisors, Inc.7,263$1.38M0.32%-58813F-HRTimeline
PITTENGER & ANDERSON INC7,125$1.35M0.05%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,090$1.34M0.56%+113F-HRTimeline
Heck Capital Advisors, LLC7,087$1.34M0.1%+3,41813F-HRTimeline
PDS Planning, Inc6,994$1.33M0.09%+53613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,958$1.32M0.04%-51713F-HRTimeline
EARNEST PARTNERS LLC6,917$1.31M0.01%-37,61713F-HRTimeline
Ashton Thomas Private Wealth, LLC6,844$1.3M0.03%+2613F-HRTimeline
VestGen Advisors, LLC6,150$1.29M0.04%-28013F-HRTimeline
LOWERY THOMAS, LLC6,744$1.28M0.73%-8313F-HRTimeline
Greenspring Advisors, LLC6,737$1.28M0.08%+313F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC6,678$1.27M0.7%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,592$1.25M<0.01%+2,65413F-HRTimelineGroup
LMCG INVESTMENTS, LLC6,535$1.24M0.07%-3513F-HRTimeline
OpenArc Corporate Advisory, LLC6,511$1.23M0.02%+19113F-HRTimeline
Private Wealth Asset Management, LLC6,463$1.23M0.13%+32213F-HRTimeline
Valeo Financial Advisors, LLC6,448$1.22M0.03%+29213F-HRTimeline
Aptus Capital Advisors, LLC6,443$1.22M0.01%+113F-HRTimeline
Performance Wealth Partners, LLC6,431$1.22M0.04%-45913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,067$1.21M0.07%-52913F-HR/ATimeline
Aletheian Wealth Advisors LLC6,366$1.21M0.59%13F-HRTimeline
Financial Guidance Group, Inc.6,240$1.18M0.48%013F-HRTimeline
INSIGHT 2811, INC.6,239$1.18M0.51%+4213F-HRTimeline
Calydon Capital6,221$1.18M0.19%+1713F-HRTimeline
UMB Bank, n.a.6,191$1.17M0.02%-49513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grey Fox Wealth Advisors, LLC6,063$1.15M0.22%+26913F-HRTimeline
Evanson Asset Management, LLC6,061$1.15M0.06%-36413F-HRTimeline
HighMark Wealth Management LLC6,020$1.14M0.46%-213F-HRTimeline
First Bancorp, Inc /ME/6,000$1.14M0.57%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,928$1.12M0.01%+47113F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,603$1.12M0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,863$1.11M0.12%-3613F-HRTimeline
Disciplined Investments, LLC5,857$1.11M0.4%+55013F-HRTimeline
Crescent Grove Advisors, LLC5,835$1.11M0.11%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,796$1.1M<0.01%-645,53013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,784$1.1M0.16%-20013F-HRTimeline
IFP Advisors, Inc5,723$1.09M0.02%-3,56813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,716$1.08M0.06%-12513F-HRTimeline
NewEdge Wealth, LLC5,702$1.08M0.01%-5,01313F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,697$1.08M0.03%+15813F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,291$1.07M0.61%-6213F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,621$1.07M0.03%-1,12113F-HRTimeline
Carnegie Investment Counsel5,594$1.06M0.02%+68813F-HRTimeline
American State Bank (Iowa)5,547$1.05M0.51%+7713F-HRTimeline
Affinity Capital Advisors, LLC5,471$1.04M0.15%013F-HRTimeline
Apella Capital, LLC4,981$1.03M0.02%+1,00913F-HRTimeline
Integrated Advisors Network LLC5,412$1.03M0.05%-12713F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC5,390$1.02M0.76%+85813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,379$1.02M0.06%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC5,285$1M0.91%-23413F-HRTimeline
North Star Investment Management Corp.5,274$1000K0.06%+113F-HRTimeline
Carbahal Olsen Financial Services Group…5,256$996K0.8%+19513F-HRTimeline
NorthRock Partners, LLC5,236$993K0.02%+20813F-HRTimeline
Bedel Financial Consulting, Inc.5,210$988K0.11%+31513F-HRTimeline
E&G Advisors, LLC5,197$985K0.22%-23213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,160$978K0.04%-7613F-HRTimelineGroup
Mutual Advisors, LLC5,156$977K0.02%-1,40213F-HRTimeline
CULBERTSON A N & CO INC5,151$977K0.13%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,133$973K0.34%+21113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,127$972K0.01%-2,65413F-HRTimelineGroup