Skip to content
Disclosery

IWN ISHARES TR

Follow

RUS 2000 VAL ETF (fund)

978 managers (987 13F filers) reported a position in IWN shares at 2025-03-31, 55,804,230 shares in all. 48 filers opened a position and 119 filers sold out during the quarter.

Managers
978
13F filers
987
New
48
Added
277
Reduced
391
Sold out
119
Shares held by filers
55,804,230

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PARAGON FINANCIAL PARTNERS, INC.5,316$803K0.63%+513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,285$798K0.01%+45013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC5,257$794K0.03%-72913F-HRTimeline
Connecticut Wealth Management, LLC5,257$794K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC5,254$793K0.01%+19113F-HRTimeline
Affinity Capital Advisors, LLC5,770$793K0.16%-1,92413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,233$790K0.1%-20013F-HRTimeline
Hirtle & Co., LLC5,227$789K0.03%013F-HRTimeline
CULBERTSON A N & CO INC5,211$787K0.13%+20513F-HRTimeline
Carbahal Olsen Financial Services Group…5,166$780K0.74%+1813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,156$778K0.03%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC5,082$767K0.14%+18913F-HRTimeline
American State Bank (Iowa)5,015$757K0.46%013F-HRTimeline
Maxele Advisors, LLC5,008$756K0.73%-7613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.4,957$748K0.46%-1513F-HRTimeline
Sabal Trust CO4,935$745K0.04%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,870$735K0.53%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,851$732K0.36%013F-HRTimeline
Diversified Investment Strategies, LLC4,796$724K0.49%+63013F-HRTimeline
Haverford Trust Co4,795$724K0.01%+1213F-HRTimeline
Center for Financial Planning, Inc.4,771$720K0.09%+1113F-HRTimeline
Widmann Financial Services, Inc.4,760$719K0.56%+26013F-HRTimeline
Opus Capital Group, LLC4,717$712K0.09%013F-HRTimeline
Disciplined Investments, LLC4,649$702K0.32%-4713F-HRTimeline
Aprio Wealth Management, LLC4,641$701K0.09%-7113F-HRTimeline
Garde Capital, Inc.4,639$700K0.04%+913F-HRTimeline
First Business Financial Services, Inc.4,604$695K0.07%013F-HRTimeline
Kingsview Wealth Management, LLC4,584$692K0.01%-3913F-HRTimeline
Guidance Point Advisors, LLC4,578$691K0.2%+1313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,568$690K0.05%013F-HRTimeline
BIP Wealth, LLC4,563$689K0.04%013F-HRTimeline
Ground Swell Capital, LLC4,560$688K1.57%-7,28113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,555$688K<0.01%+43613F-HRTimelineGroup
Quantbot Technologies LP4,548$687K0.02%-2,42513F-HRTimeline
Eisler Capital Management Ltd.4,548$686K0.02%new13F-HRTimeline
FineMark National Bank & Trust4,541$686K0.03%-20513F-HRTimeline
Firestone Capital Management4,482$677K0.18%-27613F-HRTimeline
Evercore Wealth Management, LLC4,449$672K0.01%-30013F-HRTimeline
Naviter Wealth, LLC4,439$671K0.08%013F-HRTimeline
Hoxton Planning & Management, LLC4,421$667K0.25%-15513F-HRTimeline
Perigon Wealth Management, LLC4,412$666K0.02%-61913F-HRTimeline
PINNACLE ASSOCIATES LTD4,406$665K0.01%+11613F-HRTimeline
Smithfield Trust Co4,468$665K0.03%-15413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,404$665K0.32%+22913F-HRTimelineGroup
Bricktown Capital, LLC4,386$662K0.12%013F-HRTimeline
Foster Group, Inc.4,379$661K0.02%-20513F-HRTimeline
Auxano Advisors, LLC4,342$656K0.17%013F-HRTimeline
SCS Capital Management LLC4,239$640K0.01%new13F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC4,226$638K0.06%-58713F-HRTimeline
Bedel Financial Consulting, Inc.4,361$638K0.09%+113F-HRTimeline
DHK Financial Advisors, Inc.4,224$638K0.35%+2,65813F-HRTimeline
Composition Wealth, LLC4,223$638K0.01%-27313F-HRTimeline
NewEdge Wealth, LLC4,214$636K0.01%-2,30513F-HRTimeline
Atria Investments, Inc4,163$628K0.01%-7,28913F-HRTimeline
National Philanthropic Trust4,139$625K0.01%013F-HRTimeline
Pettinga Financial Advisors LLC4,122$622K0.15%-1,25713F-HRTimeline
Magnus Financial Group LLC4,117$622K0.06%-89813F-HRTimeline
Retirement Investment Advisors, Inc.4,103$619K0.06%+23613F-HRTimeline
McKinley Carter Wealth Services, Inc.4,080$616K0.04%-21113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC4,032$609K0.11%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,000$604K<0.01%013F-HR/ATimelineGroup
Avior Wealth Management, LLC3,992$603K0.02%-15413F-HRTimeline
Tillman Hartley LLC3,985$602K0.17%+1213F-HRTimeline
Ullmann Wealth Partners Group, LLC3,966$599K0.08%-1,48913F-HRTimeline
DRAVO BAY LLC3,905$590K0.31%-51513F-HRTimeline
IFP Advisors, Inc3,834$579K0.02%+7713F-HRTimeline
Stegner Investment Associates Inc.3,831$578K0.4%-53613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthstream Advisors, Inc.3,820$577K0.11%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,810$575K0.31%-25013F-HRTimeline
Rehmann Capital Advisory Group3,807$575K0.04%+1,29613F-HRTimeline
JMG Financial Group, Ltd.3,803$574K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,756$567K0.06%-43613F-HRTimeline
Palisades Hudson Asset Management, L.P.3,756$567K0.26%+813F-HRTimeline
Welch & Forbes LLC3,726$563K0.01%013F-HRTimeline
Strategies Wealth Advisors, LLC3,721$562K0.07%+1213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,703$559K0.11%013F-HRTimeline
Rialto Wealth Management, LLC3,698$558K0.18%-14313F-HRTimeline
MYCIO WEALTH PARTNERS, LLC3,695$558K0.13%-1,51013F-HRTimeline
Strive Asset Management, LLC3,670$554K0.39%-1,56713F-HR/ATimeline
Legacy Trust3,666$553K0.13%+23213F-HRTimeline
Gladstone Institutional Advisory LLC3,646$551K0.03%-7613F-HRTimeline
BRIGHTON JONES LLC3,622$547K0.02%-113F-HRTimeline
Diversified Portfolios, Inc.3,616$546K0.06%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,608$545K0.03%-9313F-HRTimelineGroup
Heritage Wealth Advisors3,600$544K0.03%-40013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,588$542K<0.01%-1013F-HRTimeline
Grayhawk Investment Strategies Inc.3,586$541K1.23%-1,00013F-HRTimeline
Plum Street Advisors, LLC3,564$538K0.26%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,560$537K0.04%+14713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,542$535K0.05%-94613F-HR/ATimeline
Chicago Capital, LLC3,511$530K0.01%-7013F-HRTimeline
Roger Wittlin Investment Advisory, LLC3,504$529K0.31%-1,09413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,488$527K0.2%+1113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,852$524K0.11%+6513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,448$521K0.02%-3113F-HR/ATimeline
SG Americas Securities, LLC3,445$520K<0.01%new13F-HRTimeline
Western Wealth Management, LLC3,439$519K0.03%-36413F-HRTimeline
True North Advisors, LLC3,439$519K0.09%-3313F-HRTimeline
KDK Private Wealth Management, LLC3,420$516K0.59%-10613F-HRTimeline
Ashton Thomas Private Wealth, LLC3,392$512K0.02%+4913F-HRTimeline
Transform Wealth, LLC3,386$511K0.03%-1,16913F-HRTimeline
Eagle Strategies LLC3,377$510K0.09%+37113F-HRTimeline
Mutual Advisors, LLC3,518$509K0.01%-79513F-HRTimeline
Compound Planning, Inc.3,364$508K0.02%+2,10213F-HRTimeline
Sound View Wealth Advisors Group, LLC3,350$506K0.04%+113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,340$504K<0.01%-3713F-HRTimelineGroup
AMARILLO NATIONAL BANK3,339$504K0.1%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,325$502K0.02%013F-HRTimeline
Maltin Wealth Management, Inc.3,310$500K0.23%-23813F-HRTimeline
Chicago Partners Investment Group LLC3,386$497K0.02%+4313F-HRTimeline
Caldwell Trust Co3,274$494K0.05%013F-HRTimeline
Yardley Wealth Management LLC3,275$494K0.29%-4,36313F-HRTimeline
Arete Wealth Advisors, LLC3,262$492K0.04%-93013F-HRTimeline
Focus Financial Network, Inc.3,244$490K0.02%+4813F-HRTimeline
Pine Valley Investments Ltd Liability Co3,243$490K0.03%-13113F-HRTimeline
Smith Thornton Advisors LLC3,225$487K0.3%013F-HRTimeline
Intrepid Financial Planning Group LLC3,204$484K0.22%-16213F-HRTimeline
Curtis Advisory Group, LLC3,197$483K0.14%+19913F-HRTimeline
Watts Gwilliam & Co., LLC3,180$480K0.1%+313F-HRTimeline
Procyon Advisors, LLC3,138$474K0.03%+97113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,002$471K-4,414Timeline
Delta Financial Group, Inc.3,007$470K0.11%+913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,108$469K0.01%+313F-HRTimelineGroup
SAGE FINANCIAL GROUP INC3,108$469K0.04%+10713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,099$468K0.03%-1,08013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,082$465K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,048$460K0.01%new13F-HRTimelineGroup
Key Financial Inc3,042$459K0.1%+2013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,030$458K0.07%-3213F-HRTimelineGroup
Fiduciary Alliance LLC3,017$456K0.04%new13F-HRTimeline
Keudell/Morrison Wealth Management3,000$453K0.11%013F-HRTimeline
Riverbend Wealth Management, LLC3,000$453K0.41%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,998$453K0.01%-3513F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC2,994$452K0.06%-6113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,986$451K0.18%+113F-HRTimeline
Premier Path Wealth Partners, LLC2,974$449K0.07%-17513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,970$448K0.04%-8113F-HRTimeline
Sage Capital Management, LLC2,961$447K0.24%+813F-HRTimeline
PFG Investments, LLC2,960$447K0.03%-25213F-HRTimeline
LANARK FINANCIAL, INC.2,958$446K0.04%+2,95613F-HRTimeline
Broadview Financial Management, LLC2,949$445K0.33%-113F-HRTimeline
St. Clair Advisors, LLC2,941$444K0.12%013F-HRTimeline
Gator Capital Management, LLC2,915$440K0.17%-58013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,892$437K0.04%013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC2,884$435K0.07%013F-HRTimeline
DAVIDSON TRUST CO2,860$432K0.21%+8913F-HRTimeline
Embree Financial Group2,856$431K0.07%-3813F-HRTimeline
Cannell & Spears LLC2,847$430K0.01%-4213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,841$429K0.06%013F-HRTimeline
Mesirow Financial Investment Management…2,836$428K0.01%+27813F-HRTimeline
CIBC WORLD MARKET INC.2,826$427K<0.01%+1213F-HRTimeline
CHEMUNG CANAL TRUST CO2,824$426K0.09%-18513F-HRTimeline
Berkeley, Inc2,817$425K0.2%-18313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,806$424K0.08%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,576$423K0.14%013F-HRTimeline
SummitTX Capital, L.P.2,800$423K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,774$419K0.01%-2013F-HRTimelineGroup
Cadence Bank2,765$417K0.03%-13613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,764$417K0.14%+28813F-HRTimeline
GWN SECURITIES INC.2,761$417K0.02%new13F-HRTimeline
APPLETON PARTNERS INC/MA2,765$417K0.03%-9413F-HRTimeline
NorthRock Partners, LLC2,746$415K0.01%-34413F-HRTimeline
Creekside Partners2,726$412K0.22%+413F-HRTimeline
Paulson Wealth Management Inc.2,714$410K0.12%013F-HRTimeline
Financial Engines Advisors L.L.C.2,713$410K<0.01%-1213F-HRTimeline
Tarbox Family Office, Inc.2,699$408K0.07%013F-HRTimeline
Capital Advantage, Inc.2,482$407K0.07%013F-HRTimeline
Keebeck Wealth Management2,694$407K0.06%-27013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,688$406K<0.01%-57,68513F-HRTimelineGroup
Lutz Financial Services LLC2,684$405K0.03%-83413F-HRTimeline
Empower Advisory Group, LLC2,665$402K<0.01%+2713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,741$400K0.03%-12613F-HRTimelineGroup
Paragon Capital Management Ltd2,641$399K0.08%+613F-HRTimeline
Triad Wealth Partners, LLC2,640$399K0.12%+12513F-HRTimeline
Friday Financial2,605$398K0.24%013F-HRTimeline
Apella Capital, LLC2,800$397K0.01%-35713F-HRTimeline
Stonebridge Financial Planning Group, L…2,615$395K0.18%-29913F-HRTimeline
TRUST POINT INC.2,611$394K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,607$394K0.01%+67213F-HRTimelineGroup
First Western Trust Bank2,581$390K0.02%-8813F-HRTimeline
CROBAN2,570$388K0.36%+7513F-HRTimeline
TRUST CO OF VERMONT2,559$386K0.02%+6213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,549$385K0.05%-2013F-HRTimeline
Legacy Capital Group California, Inc.2,541$384K0.13%+113F-HRTimeline
Lion Street Advisors, LLC2,503$378K0.12%-37713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,503$378K0.14%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,496$377K0.03%013F-HRTimelineGroup
WealthPLAN Partners, LLC2,494$377K0.05%+20113F-HRTimeline
Mayflower Financial Advisors, LLC2,483$375K0.06%-2613F-HRTimeline
Aspen Grove Capital, LLC2,438$368K0.07%+2113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,433$367K0.01%+6213F-HRTimelineGroup
Clientfirst Wealth Management, LLC2,430$367K0.42%-113F-HRTimeline
SMITH, MOORE & CO.2,392$361K0.03%+313F-HRTimeline
LMG Wealth Partners, LLC2,392$361K0.08%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,385$360K0.48%+4513F-HRTimeline
Emergent Wealth Advisors, LLC2,364$357K0.26%+713F-HRTimeline
Tyler-Stone Wealth Management2,362$357K0.06%+53713F-HRTimeline
Truepoint, Inc.2,356$356K0.01%-12413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,355$356K0.01%new13F-HRTimeline
BAXTER BROS INC2,350$355K0.05%-2513F-HRTimeline