IWN ISHARES TR

RUS 2000 VAL ETF (fund)

1,050 managers (1,060 13F filers) reported a position in IWN shares at 2024-12-31, 55,754,924 shares in all. 89 filers opened a position and 53 filers sold out during the quarter.

Managers: 1,050
13F filers: 1,060
New: 89
Added: 325
Reduced: 324
Sold out: 53
Shares held by filers: 55,754,924

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
PICTON MAHONEY ASSET MANAGEMENT	6,000	$985K	0.04%	-45,058	13F-HR/A Timeline
BECKER CAPITAL MANAGEMENT INC	5,986	$983K	0.03%	-691	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	5,929	$973K	0.03%	-32	13F-HR Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…	5,866	$963K	0.02%	-4,530	13F-HR Timeline Group
Squire Investment Management Company, L…	5,706	$937K	0.41%	+320	13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	5,685	$933K	0.04%	-12	13F-HR Timeline
Wealthspire Retirement, LLC	5,629	$924K	0.07%	+1	13F-HR Timeline
E&G Advisors, LLC	5,585	$917K	0.25%	+350	13F-HR Timeline
SOL Capital Management CO	5,561	$913K	0.1%	0	13F-HR Timeline
Integrated Advisors Network LLC	5,514	$905K	0.04%	-200	13F-HR Timeline
Goodwin Investment Advisory	5,470	$898K	0.47%	-90	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	5,469	$898K	0.03%	-117	13F-HR Timeline Group
Ullmann Wealth Partners Group, LLC	5,455	$895K	0.12%	-355	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	5,433	$892K	0.11%	-147	13F-HR Timeline
Keeley-Teton Advisors, LLC	5,380	$883K	0.1%	0	13F-HR Timeline
Pettinga Financial Advisors LLC	5,379	$883K	0.2%	-1,325	13F-HR Timeline
BANTAMAC CAPITAL, LLC	5,348	$878K	0.39%	0	13F-HR Timeline
PARAGON FINANCIAL PARTNERS, INC.	5,311	$872K	0.66%	-445	13F-HR Timeline
Rodgers & Associates, LTD	5,293	$869K	0.1%	0	13F-HR Timeline
Connecticut Wealth Management, LLC	5,257	$863K	0.04%	-475	13F-HR Timeline
Strive Asset Management, LLC	5,237	$860K	0.64%		13F-HR Timeline
SIMPLEX TRADING, LLC	5,238	$859K	0.02%	+1,678	13F-HR Timeline
Hirtle & Co., LLC	5,227	$858K	0.04%	0	13F-HR Timeline
MYCIO WEALTH PARTNERS, LLC	5,205	$855K	0.2%	+22	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	5,202	$854K	0.03%	+403	13F-HR Timeline Group
Carbahal Olsen Financial Services Group…	5,148	$845K	0.78%		13F-HR Timeline
SAX WEALTH ADVISORS, LLC	5,148	$845K	0.07%	0	13F-HR Timeline
Arkadios Wealth Advisors	5,130	$842K	0.05%	+517	13F-HR Timeline
Perigon Wealth Management, LLC	5,031	$837K	0.02%	-116	13F-HR Timeline
Maxele Advisors, LLC	5,084	$835K	0.8%		13F-HR Timeline
Sequoia Financial Advisors, LLC	5,063	$831K	0.01%	-1,406	13F-HR/A Timeline
Magnus Financial Group LLC	5,015	$823K	0.08%	+2	13F-HR Timeline
American State Bank (Iowa)	5,015	$823K	0.5%	0	13F-HR Timeline
CULBERTSON A N & CO INC	5,006	$822K	0.13%	+40	13F-HR Timeline
VAUGHAN & Co SECURITIES, INC.	4,972	$816K	0.49%	-34	13F-HR Timeline
Sabal Trust CO	4,935	$810K	0.05%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	4,893	$803K	0.15%	+59	13F-HR/A Timeline
RF&L WEALTH MANAGEMENT, LLC	4,870	$800K	0.57%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	4,851	$796K	0.38%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	4,835	$794K	0.01%	-121	13F-HR Timeline Group
TOWNSQUARE CAPITAL LLC	4,834	$794K	0.01%	-204	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	4,813	$790K	0.08%	+5	13F-HR Timeline
Haverford Trust Co	4,783	$785K	0.01%	-913	13F-HR Timeline
Center for Financial Planning, Inc.	4,760	$781K	0.1%	0	13F-HR Timeline
Firestone Capital Management	4,758	$781K	0.19%	-2	13F-HR Timeline
Evercore Wealth Management, LLC	4,749	$780K	0.01%	-78	13F-HR Timeline
FineMark National Bank & Trust	4,746	$779K	0.03%	-395	13F-HR Timeline
Opus Capital Group, LLC	4,717	$774K	0.1%	+239	13F-HR Timeline
Aprio Wealth Management, LLC	4,712	$774K	0.11%	-54	13F-HR Timeline
Disciplined Investments, LLC	4,696	$771K	0.38%	+161	13F-HR Timeline
DAVENPORT & Co LLC	4,688	$770K	<0.01%	new	13F-HR Timeline
Garde Capital, Inc.	4,630	$760K	0.05%	-183	13F-HR Timeline
Kingsview Wealth Management, LLC	4,623	$759K	0.01%	+38	13F-HR Timeline
First Business Financial Services, Inc.	4,604	$756K	0.07%	0	13F-HR Timeline
Essential Planning, LLC.	4,470	$755K	<0.01%	new	13F-HR Timeline
Roger Wittlin Investment Advisory, LLC	4,598	$755K	0.42%	+2,239	13F-HR Timeline
Grayhawk Investment Strategies Inc.	4,586	$753K	1.44%	0	13F-HR Timeline
Foster Group, Inc.	4,584	$753K	0.03%	-226	13F-HR Timeline
Hoxton Planning & Management, LLC	4,576	$751K	0.29%	-47	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	4,568	$750K	0.06%	0	13F-HR Timeline
Guidance Point Advisors, LLC	4,565	$749K	0.21%	+23	13F-HR Timeline
BIP Wealth, LLC	4,563	$749K	0.05%	+938	13F-HR Timeline
Smithfield Trust Co	4,622	$749K	0.04%	-675	13F-HR Timeline
Transform Wealth, LLC	4,555	$748K	0.04%	+39	13F-HR Timeline
Widmann Financial Services, Inc.	4,500	$739K	0.57%	+8	13F-HR Timeline
Composition Wealth, LLC	4,496	$738K	0.01%	-608	13F-HR Timeline
Farther Finance Advisors, LLC	4,492	$738K	0.03%	+81	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,360	$737K	0.1%	+7	13F-HR Timeline
Naviter Wealth, LLC	4,439	$729K	0.09%	new	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	4,488	$729K	0.07%	-438	13F-HR/A Timeline
DRAVO BAY LLC	4,420	$726K	0.35%	-313	13F-HR Timeline
WOLVERINE TRADING, LLC	4,413	$722K	0.02%	-4,671	13F-HR Timeline
Bricktown Capital, LLC	4,386	$720K	0.15%	0	13F-HR Timeline
Mutual Advisors, LLC	4,313	$717K	0.02%	+884	13F-HR Timeline
Stegner Investment Associates Inc.	4,367	$717K	0.47%	-103	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…	4,354	$715K	0.01%	-3	13F-HR Timeline Group
Auxano Advisors, LLC	4,342	$713K	0.18%	0	13F-HR Timeline
FIRST FINANCIAL BANK - TRUST DIVISION	4,338	$712K	0.07%	new	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	4,291	$704K	0.04%	-124	13F-HR Timeline
PINNACLE ASSOCIATES LTD	4,290	$704K	0.01%	-3,503	13F-HR Timeline
Arete Wealth Advisors, LLC	4,192	$690K	0.05%	0	13F-HR Timeline
PRIVATE TRUST CO NA	4,192	$688K	0.07%	+264	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	4,179	$686K	0.05%	-5	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	4,175	$685K	0.32%	-364	13F-HR Timeline Group
Diversified Investment Strategies, LLC	4,166	$684K	0.45%	+1,430	13F-HR Timeline
Avior Wealth Management, LLC	4,146	$681K	0.02%	-336	13F-HR Timeline
National Philanthropic Trust	4,139	$680K	0.01%	0	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,119	$676K	<0.01%	-5	13F-HR Timeline Group
Parallax Volatility Advisers, L.P.	4,101	$673K	0.01%	new	13F-HR Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …	4,070	$668K	0.02%	new	13F-HR Timeline Group
AFT, FORSYTH & COMPANY, INC.	4,060	$666K	0.33%	+1	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	4,032	$662K	0.11%	0	13F-HR Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	4,000	$657K	<0.01%	0	13F-HR/A Timeline Group
Heritage Wealth Advisors	4,000	$657K	0.03%	0	13F-HR Timeline
Tillman Hartley LLC	3,973	$652K	0.19%	-15	13F-HR Timeline
Retirement Investment Advisors, Inc.	3,867	$635K	0.07%	+39	13F-HR Timeline
Rialto Wealth Management, LLC	3,841	$631K	0.21%		13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	3,822	$627K	0.01%	+650	13F-HR Timeline
Wealthstream Advisors, Inc.	3,820	$627K	0.12%	0	13F-HR Timeline
JMG Financial Group, Ltd.	3,803	$624K	0.02%	-180	13F-HR Timeline
Western Wealth Management, LLC	3,803	$624K	0.04%	-74	13F-HR/A Timeline
Strategies Wealth Advisors, LLC	3,709	$622K	0.08%	+63	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	3,701	$620K	0.03%	-1,330	13F-HR Timeline Group
IFP Advisors, Inc	3,757	$617K	0.02%	+1,360	13F-HR Timeline
Sigma Planning Corp	3,757	$617K	0.02%	-4	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	3,748	$615K	0.26%	-43	13F-HR Timeline
Welch & Forbes LLC	3,726	$612K	0.01%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	3,722	$611K	0.03%	+194	13F-HR Timeline
Linden Thomas Advisory Services, LLC	3,717	$610K	0.08%	new	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	3,703	$608K	0.13%	0	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	3,787	$606K	0.13%	-13	13F-HR Timeline
BRIGHTON JONES LLC	3,623	$595K	0.02%	+91	13F-HR/A Timeline
Diversified Portfolios, Inc.	3,616	$594K	0.06%	-35	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,598	$591K	0.01%	+67	13F-HR Timeline
Chicago Capital, LLC	3,581	$588K	0.02%	-119	13F-HR Timeline
Plum Street Advisors, LLC	3,564	$585K	0.29%	-12	13F-HR Timeline
Maltin Wealth Management, Inc.	3,548	$582K	0.29%	-10,352	13F-HR Timeline
KDK Private Wealth Management, LLC	3,526	$579K	0.6%		13F-HR Timeline
Lutz Financial Services LLC	3,518	$578K	0.05%	-11	13F-HR Timeline
Gator Capital Management, LLC	3,495	$574K	0.22%	0	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	3,479	$571K	0.02%	+33	13F-HR/A Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3,477	$571K	0.21%	+18	13F-HR Timeline
True North Advisors, LLC	3,472	$570K	0.13%	0	13F-HR Timeline
American Trust	3,448	$566K	0.04%	new	13F-HR Timeline
Legacy Trust	3,434	$564K	0.13%	-475	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	3,413	$560K	0.04%	+1	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	3,377	$554K	0.01%	+32	13F-HR Timeline Group
Pine Valley Investments Ltd Liability Co	3,374	$554K	0.04%	+840	13F-HR Timeline
Intrepid Financial Planning Group LLC	3,366	$553K	0.23%	-210	13F-HR Timeline
Dakota Wealth Management	3,358	$551K	0.01%	+2,140	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	3,349	$550K	0.04%	-513	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	3,343	$549K	0.02%	+193	13F-HR Timeline
AMARILLO NATIONAL BANK	3,339	$548K	0.1%	-198	13F-HR Timeline
Chicago Partners Investment Group LLC	3,343	$547K	0.02%	-106	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	3,325	$546K	0.02%	-25	13F-HR Timeline
Financial Advocates Investment Manageme…	3,317	$545K	0.03%	-141	13F-HR Timeline
Caldwell Trust Co	3,274	$537K	0.06%	-1,050	13F-HR Timeline
Smith Thornton Advisors LLC	3,225	$529K	0.33%	0	13F-HR Timeline
PFG Investments, LLC	3,212	$527K	0.03%	-221	13F-HR Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management	3,211	$527K	<0.01%	new	13F-HR Timeline Group
Focus Financial Network, Inc.	3,196	$525K	0.02%	-163	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	3,062	$522K	0.08%	-31	13F-HR Timeline Group
Watts Gwilliam & Co., LLC	3,177	$522K	0.11%	+4	13F-HR Timeline
Apella Capital, LLC	3,157	$518K	0.02%	+12	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	3,157	$518K	0.02%	-1	13F-HR Timeline Group
Premier Path Wealth Partners, LLC	3,149	$517K	0.08%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,105	$510K	0.01%	+431	13F-HR/A Timeline Group
NorthRock Partners, LLC	3,090	$507K	0.02%	+103	13F-HR/A Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	3,082	$506K	0.04%	0	13F-HR Timeline
Coastwise Capital Group, LLC	3,067	$503K	0.4%	+16	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	3,055	$502K	0.07%	0	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	3,051	$501K	0.04%	+16	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	3,033	$498K	0.01%	0	13F-HR Timeline Group
Key Financial Inc	3,022	$496K	0.11%	-1	13F-HR Timeline
CHEMUNG CANAL TRUST CO	3,009	$494K	0.1%	+113	13F-HR Timeline
Eagle Strategies LLC	3,006	$494K	0.09%	+124	13F-HR Timeline
Stark Wealth Management LLC	3,002	$493K	0.36%		13F-HR Timeline
SAGE FINANCIAL GROUP INC	3,001	$493K	0.04%	-68	13F-HR Timeline
Keudell/Morrison Wealth Management	3,000	$493K	0.13%	0	13F-HR Timeline
Riverbend Wealth Management, LLC	3,000	$493K	0.44%		13F-HR Timeline
Berkeley, Inc	3,000	$492K	0.25%	-3,138	13F-HR/A Timeline
Curtis Advisory Group, LLC	2,998	$492K	0.13%	+152	13F-HR Timeline
Delta Financial Group, Inc.	2,998	$492K	0.12%	new	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	2,985	$490K	0.19%	+1	13F-HR Timeline
Keebeck Wealth Management	2,964	$487K	0.07%	-550	13F-HR Timeline
Sage Capital Management, LLC	2,953	$485K	0.24%	-516	13F-HR Timeline
Broadview Financial Management, LLC	2,950	$484K	0.35%	-98	13F-HR Timeline
St. Clair Advisors, LLC	2,941	$483K	0.14%	0	13F-HR Timeline
Stonebridge Financial Planning Group, L…	2,914	$478K	0.21%	+315	13F-HR Timeline
Cadence Bank	2,901	$476K	0.03%	-16	13F-HR Timeline
Embree Financial Group	2,894	$475K	0.08%	+2	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	2,892	$475K	0.05%	0	13F-HR Timeline Group
Cannell & Spears LLC	2,889	$474K	0.01%	+1	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	2,884	$473K	0.07%	0	13F-HR Timeline
Lion Street Advisors, LLC	2,880	$473K	0.15%	0	13F-HR Timeline
GM Advisory Group, LLC	2,866	$471K	0.03%	+1,658	13F-HR Timeline
APPLETON PARTNERS INC/MA	2,859	$469K	0.03%	-73	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,841	$466K	0.07%	0	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	2,838	$466K	0.04%	new	13F-HR Timeline Group
Heritage Trust Co	2,831	$465K	0.05%		13F-HR Timeline
Lionshead Wealth Management, LLC	2,823	$463K	0.34%		13F-HR Timeline
CIBC WORLD MARKET INC.	2,814	$462K	<0.01%	-29	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	2,806	$461K	0.09%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	2,803	$460K	0.05%	-300	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	2,794	$459K	0.01%	-103	13F-HR Timeline Group
Diversify Advisory Services, LLCgroup of 2 filers holding	2,867	$458K		-618	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 2,867 (0.04%) 13F-HR Diversify Advisory Services, LLC: sold out, -2,070 13F-HR
J.Safra Asset Management Corp	2,800	$458K	0.04%	new	13F-HR Timeline
DAVIDSON TRUST CO	2,771	$455K	0.23%	-137	13F-HR Timeline
Eschler Asset Management LLPin group Eschler Asset Management LLP	2,750	$451K	1.06%	+1,250	13F-HR Timeline Group
MOSAIC FAMILY WEALTH PARTNERS, LLC	2,745	$451K	0.07%	-98	13F-HR Timeline
Financial Engines Advisors L.L.C.	2,725	$447K	<0.01%	+1,067	13F-HR Timeline
Creekside Partners	2,722	$447K	0.23%	+6	13F-HR Timeline
Paulson Wealth Management Inc.	2,714	$446K	0.12%	0	13F-HR Timeline
Tarbox Family Office, Inc.	2,699	$443K	0.07%	0	13F-HR Timeline
First Western Trust Bank	2,669	$438K	0.02%	-39	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	2,638	$433K	0.01%	-195	13F-HR Timeline
Empower Advisory Group, LLC	2,638	$433K	<0.01%	+769	13F-HR Timeline
Paragon Capital Management Ltd	2,635	$433K	0.09%	+109	13F-HR Timeline
TRUST POINT INC.	2,611	$429K	0.03%	+1,219	13F-HR Timeline
Friday Financial	2,605	$428K	0.29%		13F-HR Timeline