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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

1,063 managers (1,075 13F filers) reported a position in IWN shares at 2026-06-30, 46,982,114 shares in all. 88 filers opened a position and 46 filers sold out during the quarter.

Managers
1,063
13F filers
1,075
New
88
Added
300
Reduced
357
Sold out
46
Shares held by filers
46,982,114

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,127$1.13M0.01%013F-HRTimelineGroup
Bedel Financial Consulting, Inc.5,121$1.13M0.11%-8913F-HRTimeline
DAVIDSON TRUST CO5,097$1.13M0.44%+94113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,059$1.12M<0.01%013F-HRTimelineGroup
Wealth Care LLC5,000$1.11M0.9%013F-HRTimeline
E&G Advisors, LLC4,996$1.11M0.21%-20113F-HRTimeline
MMA ASSET MANAGEMENT LLC4,995$1.1M0.35%-13813F-HRTimeline
BRIGHTON JONES LLC4,995$1.1M0.02%+1013F-HRTimeline
Checchi Capital Advisers, LLC4,967$1.1M0.07%-8,25513F-HRTimeline
Apella Capital, LLC4,990$1.1M0.02%+913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,925$1.09M0.03%013F-HRTimeline
Vise Technologies, Inc.4,925$1.09M0.01%+2,52113F-HRTimeline
Galvin, Gaustad & Stein, LLC4,904$1.08M0.08%+52813F-HRTimeline
RENASANT BANK4,903$1.08M0.7%+21313F-HRTimeline
Mutual Advisors, LLC4,891$1.08M0.02%-26513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,874$1.08M0.16%+14413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.4,869$1.08M0.5%-4913F-HRTimeline
Retirement Investment Advisors, Inc.4,898$1.08M0.08%-3613F-HRTimeline
UMB Bank, n.a.4,857$1.07M0.01%-1,33413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GABLES CAPITAL MANAGEMENT INC.4,851$1.07M0.39%013F-HRTimeline
Gotham Asset Management, LLC4,845$1.07M<0.01%+40013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,812$1.06M0.01%+1,01013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,804$1.06M0.26%013F-HRTimeline
Cascade Financial Partners, LLC4,733$1.05M0.09%013F-HRTimeline
Diversified Investment Strategies, LLC4,732$1.05M0.68%013F-HRTimeline
Opus Capital Group, LLC4,694$1.04M0.1%+113F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,690$1.04M0.7%013F-HRTimeline
First Business Financial Services, Inc.4,604$1.02M0.08%013F-HRTimeline
Guidance Point Advisors, LLC4,568$1.01M0.21%-7313F-HRTimeline
MWA Asset Management4,541$1M0.45%-15413F-HRTimeline
PINNACLE ASSOCIATES LTD4,531$1M0.01%-8513F-HRTimeline
Naviter Wealth, LLC4,439$982K0.09%013F-HRTimeline
Center for Financial Planning, Inc.4,425$979K0.09%+35613F-HRTimeline
Firestone Capital Management4,422$978K0.18%013F-HRTimeline
Bricktown Capital, LLC4,386$970K0.18%013F-HRTimeline
DRAVO BAY LLC4,385$970K0.34%-1613F-HRTimeline
Widmann Financial Services, Inc.4,330$958K0.51%013F-HRTimeline
Auxano Advisors, LLC4,284$948K0.18%013F-HRTimeline
Garde Capital, Inc.4,279$947K0.04%-3913F-HRTimeline
World Investment Advisors4,895$945K0.02%-16313F-HRTimeline
CHEMUNG CANAL TRUST CO4,242$938K0.17%-18013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,237$937K<0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC4,197$928K0.02%+38013F-HRTimeline
National Philanthropic Trust4,139$916K0.01%013F-HRTimeline
Arista Wealth Management, LLC4,126$913K0.1%-77413F-HRTimeline
Composition Wealth, LLC4,111$909K0.01%+2413F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,102$907K0.07%+413F-HRTimeline
Chicago Partners Investment Group LLC4,110$906K0.02%+8613F-HRTimeline
Wealthspire Retirement, LLC4,095$906K0.05%+813F-HRTimeline
TAGStone Capital, Inc.4,085$904K0.29%013F-HRTimeline
PRIVATE TRUST CO NA4,056$897K0.07%+1613F-HRTimeline
Connecticut Wealth Management, LLC4,018$889K0.03%+10013F-HRTimeline
Aprio Wealth Management, LLC4,016$888K0.04%+3413F-HRTimeline
Tillman Hartley LLC3,975$879K0.2%013F-HRTimeline
Plum Street Advisors, LLC3,937$871K0.28%+5713F-HRTimeline
Cornerstone Wealth Group, LLC3,923$868K0.05%+213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,920$867K0.59%-25813F-HRTimeline
Stegner Investment Associates Inc.3,905$864K0.41%-1413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,887$860K0.26%+613F-HRTimeline
Western Wealth Management, LLC3,880$858K0.03%+3813F-HRTimeline
DWR WEALTH MANAGEMENT, LLC3,868$856K0.64%-8313F-HRTimeline
TRUST CO OF VERMONT3,866$855K0.03%13F-HRTimeline
Kaufman Rossin Wealth, LLC3,887$853K0.4%+7813F-HRTimeline
Gladstone Institutional Advisory LLC3,856$853K0.03%+10013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,848$851K0.11%+513F-HRTimeline
Bishop & Co Investment Management, LLC3,821$845K0.26%-1,30213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,791$839K<0.01%-1613F-HRTimelineGroup
Perigon Wealth Management, LLC3,790$838K0.01%-513F-HRTimeline
Eagle Strategies LLC3,780$836K0.08%+11313F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC3,753$830K0.19%-11213F-HRTimeline
Welch & Forbes LLC3,742$828K0.01%+6713F-HRTimeline
Foster Group, Inc.3,740$827K0.02%-8513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,696$818K0.02%+24013F-HRTimelineGroup
Prospera Financial Services Inc3,671$813K0.01%013F-HRTimeline
Rialto Wealth Management, LLC3,644$806K0.16%013F-HRTimeline
LANARK FINANCIAL, INC.3,626$802K0.05%-14813F-HRTimeline
Palisades Hudson Asset Management, L.P.3,624$802K0.28%+813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,582$792K0.03%013F-HRTimeline
Avior Wealth Management, LLC3,578$791K0.02%+613F-HRTimeline
Belpointe Asset Management LLC3,546$785K0.03%-1,00713F-HRTimeline
Chicago Capital, LLC3,511$777K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,508$776K0.25%+1313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,482$771K0.02%-27613F-HRTimelineGroup
Magnus Financial Group LLC3,475$769K0.05%-613F-HRTimeline
Diversified Portfolios, Inc.3,472$768K0.06%-10013F-HRTimeline
Sigma Planning Corp3,461$766K0.02%-28313F-HRTimeline
Pine Valley Investments Ltd Liability Co3,442$761K0.03%+1113F-HRTimeline
American Wealth Advisors, LLC3,403$753K0.71%-713F-HRTimeline
GAMMA Investing LLC3,403$753K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,385$749K0.04%+14013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,365$744K0.08%-12113F-HRTimeline
Sound View Wealth Advisors Group, LLC3,355$742K0.05%+113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,344$740K0.01%013F-HRTimelineGroup
Krilogy Financial LLC3,337$738K0.02%-13313F-HRTimeline
Curtis Advisory Group, LLC3,321$735K0.14%-23113F-HRTimeline
Intrepid Financial Planning Group LLC3,302$730K0.25%+5713F-HRTimeline
Evercore Wealth Management, LLC3,300$730K0.01%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,284$726K0.06%013F-HRTimeline
Yardley Wealth Management LLC3,275$724K0.33%013F-HRTimeline
Compound Planning, Inc.3,265$722K0.02%-7213F-HRTimeline
McKinley Carter Wealth Services, Inc.3,263$722K0.04%-11813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,258$721K<0.01%-14,05013F-HRTimelineGroup
Hirtle & Co., LLC3,253$720K0.02%-46613F-HRTimeline
Ausdal Financial Partners, Inc.3,249$719K0.03%+76513F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,226$714K0.02%-1513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,213$711K0.01%+5513F-HRTimelineGroup
Smith Thornton Advisors LLC3,225$709K0.31%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd3,185$705K<0.01%-1,08413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
KDK Private Wealth Management, LLC3,159$699K0.58%-2413F-HRTimeline
Smithfield Trust Co3,222$698K0.03%-25513F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE3,153$697K0.1%013F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,129$692K0.01%-4,46513F-HRTimeline
PFG Investments, LLC3,128$692K0.03%-1913F-HRTimeline
Haverford Trust Co3,128$692K0.01%+2013F-HRTimeline
First Western Trust Bank3,108$687K0.03%+52713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,082$682K0.04%013F-HRTimeline
IHT Wealth Management, LLC3,079$681K0.01%+1,47613F-HRTimeline
Ullmann Wealth Partners Group, LLC3,077$681K0.06%-16113F-HRTimeline
Key Financial Inc3,062$677K0.11%013F-HRTimeline
Kingsview Wealth Management, LLC3,045$673K0.01%-1,44613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,041$673K0.01%-34013F-HRTimeline
Strategies Wealth Advisors, LLC3,033$671K0.06%+1113F-HRTimeline
True North Advisors, LLC3,029$670K0.06%+113F-HRTimeline
Embree Financial Group3,027$670K0.07%+213F-HRTimeline
Sage Capital Management, LLC3,023$669K0.26%+1113F-HRTimeline
Accurate Wealth Management, LLC3,040$669K0.06%new13F-HRTimeline
Quantbot Technologies LP3,000$664K0.03%013F-HRTimeline
Heritage Wealth Advisors3,000$664K0.02%013F-HRTimeline
Keudell/Morrison Wealth Management3,000$664K0.13%013F-HRTimeline
Riverbend Wealth Management, LLC3,000$664K0.34%013F-HRTimeline
CFG Wealth Management Services, Inc.3,193$663K0.62%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,996$663K0.01%-2213F-HRTimelineGroup
Icon Wealth Advisors, LLC2,993$662K0.04%+1,28113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,989$661K0.2%+113F-HRTimeline
Caldwell Trust Co2,987$661K0.05%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,983$660K0.04%+1113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,977$659K0.01%+1413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,976$658K0.02%013F-HRTimelineGroup
Broadview Financial Management, LLC2,929$648K0.4%-2013F-HRTimeline
Vienna Asset Management LLC2,927$647K0.46%new13F-HRTimeline
Maltin Wealth Management, Inc.2,927$647K0.22%+29613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,926$647K0.01%+45413F-HRTimeline
HighPoint Advisor Group LLC2,906$643K0.02%-5913F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,903$642K0.02%+13713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,899$641K0.01%-2413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,896$641K0.05%13F-HRTimelineGroup
Summit Trail Advisors, LLC2,891$639K0.01%+30113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,884$638K0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,875$636K0.01%-9213F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,863$633K0.09%-5013F-HRTimelineGroup
St. Clair Advisors, LLC2,856$632K0.16%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,829$626K0.04%-7013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,806$621K0.06%-11713F-HRTimeline
SHAKER INVESTMENTS LLC/OH2,800$619K0.22%013F-HRTimeline
Creekside Partners2,749$608K0.22%+413F-HRTimeline
DAVENPORT & Co LLC2,739$606K<0.01%-1913F-HRTimeline
Financial Solutions Advisory Group, Inc.2,750$604K0.08%013F-HRTimeline
HUB Investment Partners, LLC2,728$603K0.01%+1,63313F-HRTimeline
Procyon Advisors, LLC2,715$601K0.03%+21513F-HRTimeline
SCS Capital Management LLC2,706$599K0.01%-57913F-HRTimeline
American State Bank (Iowa)2,706$599K0.24%-2,84113F-HRTimeline
MGO ONE SEVEN LLC2,704$598K0.01%+25013F-HRTimeline
MATHER GROUP, LLC.2,686$594K0.01%+60213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,680$593K0.19%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,658$588K0.06%-8013F-HRTimeline
Legacy Advisors, LLC2,654$587K0.05%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,654$587K<0.01%-7813F-HRTimelineGroup
APPLETON PARTNERS INC/MA2,654$587K0.04%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,650$586K0.11%+95013F-HRTimeline
Berkeley, Inc2,629$582K0.18%-1713F-HRTimeline
CROBAN2,611$578K0.25%+16913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,600$575K0.04%-9413F-HRTimeline
Valmark Advisers, Inc.2,595$574K0.01%+17113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,587$572K0.02%-5413F-HRTimelineGroup
Versant Capital Management, Inc2,584$572K0.05%013F-HRTimeline
Oak Barrel Wealth Advisory LLC2,568$568K0.25%13F-HRTimeline
Legacy Trust2,568$568K0.1%013F-HRTimeline
RED REEF ADVISORS LLC2,554$565K0.52%-89213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,551$564K0.01%+5913F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC2,548$564K0.11%+11313F-HRTimeline
Stonebridge Financial Planning Group, L…2,522$558K0.18%+4513F-HRTimeline
SAGE FINANCIAL GROUP INC2,520$557K0.03%013F-HRTimeline
Sharp Wealth Advisory, LLC2,515$556K0.26%-4113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,496$552K0.03%013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,482$549K<0.01%+9613F-HRTimelineGroup
TRUST POINT INC.2,472$547K0.05%013F-HRTimeline
Paulson Wealth Management Inc.2,467$546K0.12%-39013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,462$545K0.04%013F-HRTimelineGroup
Elm Partners Management LLC2,451$542K0.02%+17513F-HR/ATimeline
Savvy Advisors, Inc.2,449$542K0.01%-1413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,445$541K0.13%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,443$540K0.02%-47,15313F-HRTimelineGroup
Strategic Blueprint, LLC2,440$540K0.03%-18313F-HRTimeline
Independent Advisor Alliance2,433$538K0.01%-7,75913F-HRTimeline
Focus Financial Network, Inc.2,425$536K0.02%+713F-HRTimeline
Emergent Wealth Advisors, LLC2,411$533K0.28%+813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,405$532K0.03%-38213F-HRTimeline
Friday Financial2,405$530K0.14%+21313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,391$529K0.02%+75313F-HRTimeline
Keebeck Wealth Management2,379$526K0.05%013F-HRTimeline