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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

954 managers (966 13F filers) reported a position in IWN shares at 2025-06-30, 52,582,894 shares in all. 51 filers opened a position and 65 filers sold out during the quarter.

Managers
954
13F filers
966
New
51
Added
302
Reduced
358
Sold out
65
Shares held by filers
52,582,894

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Arista Wealth Management, LLC4,804$758K0.1%new13F-HRTimeline
Diversified Investment Strategies, LLC4,796$757K0.51%013F-HRTimeline
Connecticut Wealth Management, LLC4,786$755K0.04%-47113F-HRTimeline
Center for Financial Planning, Inc.4,760$751K0.09%-1113F-HRTimeline
Rehmann Capital Advisory Group4,728$746K0.05%+92113F-HRTimeline
Opus Capital Group, LLC4,718$744K0.09%+113F-HRTimeline
DRAVO BAY LLC4,687$739K0.36%+78213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,670$737K0.47%-20013F-HRTimeline
Wealthspire Retirement, LLC4,610$727K0.05%-1,02013F-HRTimeline
First Business Financial Services, Inc.4,604$726K0.07%013F-HRTimeline
BRIGHTON JONES LLC4,603$726K0.02%+98113F-HRTimeline
Guidance Point Advisors, LLC4,599$725K0.19%+2113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,580$723K0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,568$721K0.05%013F-HRTimeline
FineMark National Bank & Trust4,535$715K0.02%-613F-HRTimeline
Bedel Financial Consulting, Inc.4,534$715K0.1%+17313F-HRTimeline
NorthRock Partners, LLC4,527$714K0.02%+1,78113F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,489$708K0.03%+88113F-HRTimelineGroup
Firestone Capital Management4,482$707K0.17%013F-HRTimeline
Evercore Wealth Management, LLC4,449$702K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,441$701K0.01%+3513F-HRTimeline
Naviter Wealth, LLC4,439$700K0.09%013F-HRTimeline
Garde Capital, Inc.4,425$698K0.04%-21413F-HRTimeline
Smithfield Trust Co4,454$692K0.03%-1413F-HRTimeline
Bricktown Capital, LLC4,386$692K0.13%013F-HRTimeline
Auxano Advisors, LLC4,342$685K0.16%013F-HRTimeline
Widmann Financial Services, Inc.4,329$683K0.48%-43113F-HRTimeline
PRIVATE TRUST CO NA4,319$681K0.06%+56313F-HRTimeline
Composition Wealth, LLC4,295$678K0.01%+7213F-HRTimeline
New Age Alpha Advisors, LLC4,287$676K0.03%+2,36113F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,230$667K0.06%+413F-HRTimeline
EVOKE WEALTH, LLC4,220$666K0.02%+2,26913F-HRTimeline
Kingsview Wealth Management, LLC4,187$661K0.01%-39713F-HRTimeline
Retirement Investment Advisors, Inc.4,183$660K0.06%+8013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,150$655K0.74%new13F-HRTimeline
National Philanthropic Trust4,139$653K0.01%013F-HRTimeline
Aprio Wealth Management, LLC4,124$651K0.07%-51713F-HRTimeline
Magnus Financial Group LLC4,119$650K0.06%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,115$649K<0.01%-44013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC4,012$646K0.12%+16013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,090$645K0.14%-1,43513F-HRTimelineGroup
Foster Group, Inc.4,086$645K0.02%-29313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,077$642K+2,289Timeline
SCS Capital Management LLC4,047$638K0.01%-19213F-HRTimeline
Perigon Wealth Management, LLC4,018$634K0.01%-39413F-HRTimeline
Tillman Hartley LLC3,986$629K0.18%+113F-HRTimeline
Compound Planning, Inc.3,984$628K0.02%+62013F-HRTimeline
IFP Advisors, Inc3,905$616K0.02%+7113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,903$616K0.02%-1,25313F-HRTimelineGroup
Stegner Investment Associates Inc.3,862$609K0.37%+3113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,810$601K0.31%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,801$600K0.24%+1,67113F-HRTimeline
Welch & Forbes LLC3,786$597K0.01%+6013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,778$596K+776Timeline
World Investment Advisors3,757$593K0.01%-5,33113F-HRTimeline
Eagle Strategies LLC3,749$591K0.09%+37213F-HRTimeline
Strategies Wealth Advisors, LLC3,738$590K0.06%+1713F-HRTimeline
Avior Wealth Management, LLC3,733$589K0.02%-25913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,727$588K0.02%+27913F-HRTimeline
Diversified Portfolios, Inc.3,716$586K0.06%+10013F-HRTimeline
CHEMUNG CANAL TRUST CO3,704$584K0.12%+88013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,703$584K0.11%013F-HRTimeline
Gladstone Institutional Advisory LLC3,700$584K0.02%+5413F-HRTimeline
Rialto Wealth Management, LLC3,698$583K0.16%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,675$580K0.02%+28313F-HRTimeline
Wealthstream Advisors, Inc.3,628$572K0.1%-19213F-HRTimeline
Atria Investments, Inc3,622$571K0.01%-54113F-HRTimeline
Heritage Wealth Advisors3,600$568K0.03%013F-HRTimeline
Palisades Hudson Asset Management, L.P.3,587$566K0.22%-16913F-HRTimeline
Ullmann Wealth Partners Group, LLC3,583$565K0.07%-38313F-HRTimeline
SAX WEALTH ADVISORS, LLC3,565$562K0.03%-2,58413F-HRTimeline
Watts Gwilliam & Co., LLC3,139$562K0.09%-4113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,547$560K<0.01%+85913F-HRTimelineGroup
Plum Street Advisors, LLC3,545$559K0.25%-1913F-HRTimeline
Chicago Capital, LLC3,511$554K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,504$553K0.2%+1613F-HRTimeline
Curtis Advisory Group, LLC3,502$552K0.14%+30513F-HRTimeline
Pettinga Financial Advisors LLC3,497$552K0.12%-62513F-HRTimeline
DAVIDSON TRUST CO3,497$552K0.25%+63713F-HRTimeline
BIP Wealth, LLC3,496$552K0.03%-1,06713F-HRTimeline
Heck Capital Advisors, LLC3,492$551K0.05%-13,79913F-HRTimeline
JFS WEALTH ADVISORS, LLC3,458$546K0.03%-10213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,456$545K0.05%-8613F-HR/ATimeline
Smartleaf Asset Management LLC3,455$545K0.05%+1,97113F-HRTimeline
Western Wealth Management, LLC3,450$544K0.03%+1113F-HRTimeline
McKinley Carter Wealth Services, Inc.3,450$544K0.03%-63013F-HRTimeline
Atria Wealth Solutions, Inc.3,386$543K0.01%-14,14613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,353$529K<0.01%+1313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC3,351$529K0.04%+113F-HRTimeline
AMARILLO NATIONAL BANK3,339$527K0.1%013F-HRTimeline
Haverford Trust Co3,338$527K0.01%-1,45713F-HRTimeline
KDK Private Wealth Management, LLC3,331$526K0.56%-8913F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,325$525K0.02%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,284$518K0.06%+29013F-HRTimeline
PFG Investments, LLC3,284$518K0.03%+32413F-HRTimeline
LANARK FINANCIAL, INC.3,288$518K0.04%+33013F-HRTimeline
Yardley Wealth Management LLC3,275$517K0.28%013F-HRTimeline
Caldwell Trust Co3,274$517K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC3,055$513K0.01%-33113F-HRTimeline
Focus Financial Network, Inc.3,245$512K0.02%+113F-HRTimeline
Pine Valley Investments Ltd Liability Co3,236$511K0.03%-713F-HRTimeline
Intrepid Financial Planning Group LLC3,226$509K0.21%+2213F-HRTimeline
Smith Thornton Advisors LLC3,225$509K0.29%013F-HRTimeline
Icon Wealth Advisors, LLC3,203$505K0.04%+1,49113F-HRTimeline
Total Clarity Wealth Management, Inc.3,199$505K0.14%+62313F-HRTimeline
TRUST CO OF VERMONT3,197$504K0.02%+63813F-HRTimeline
WealthPLAN Partners, LLC3,175$501K0.08%+68113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,139$495K0.01%+3113F-HRTimelineGroup
Archvest Wealth Advisors, Inc.3,122$492K0.43%-4,08413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,114$491K<0.01%-47413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,100$489K0.01%+5213F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,082$486K0.03%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,079$486K0.03%-2013F-HRTimeline
Key Financial Inc3,062$483K0.1%+2013F-HRTimeline
Aspen Grove Capital, LLC3,055$482K0.08%+61713F-HRTimeline
Advisor Resource Council3,037$479K0.24%-80513F-HRTimeline
Apella Capital, LLC2,932$476K0.01%+13213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,008$475K0.12%13F-HRTimeline
True North Advisors, LLC3,002$474K0.09%-43713F-HRTimeline
Keudell/Morrison Wealth Management3,000$473K0.11%013F-HRTimeline
Riverbend Wealth Management, LLC3,000$473K0.36%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,993$472K0.01%-513F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC2,986$471K0.17%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,983$471K0.04%+1313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,976$469K0.02%+84913F-HRTimelineGroup
Sage Capital Management, LLC2,976$469K0.23%+1513F-HRTimeline
Independent Advisor Alliance2,971$469K0.01%+1,56313F-HRTimeline
HRT FINANCIAL LP2,971$468K<0.01%-13,01613F-HRTimeline
Broadview Financial Management, LLC2,962$467K0.32%+1313F-HRTimeline
St. Clair Advisors, LLC2,941$464K0.12%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,783$462K0.03%+4213F-HRTimelineGroup
American Trust2,926$462K0.04%new13F-HRTimeline
Gator Capital Management, LLC2,915$460K0.14%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,892$456K0.04%013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/2,876$454K0.19%-1,52813F-HR/ATimelineGroup
Embree Financial Group2,859$451K0.07%+313F-HRTimeline
SAGE FINANCIAL GROUP INC2,858$451K0.03%-25013F-HRTimeline
CIBC WORLD MARKET INC.2,849$449K<0.01%+2313F-HRTimeline
Cannell & Spears LLC2,847$449K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,836$447K0.06%-513F-HRTimeline
Berkeley, Inc2,817$444K0.16%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,806$443K0.05%013F-HRTimeline
Maltin Wealth Management, Inc.2,794$441K0.2%-51613F-HRTimeline
Cadence Bank2,762$436K0.03%-313F-HRTimeline
Tarbox Family Office, Inc.2,752$434K0.07%+5313F-HRTimeline
DAVENPORT & Co LLC2,751$434K<0.01%+1,16713F-HRTimeline
Creekside Partners2,731$431K0.2%+513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,721$429K0.04%new13F-HRTimeline
Legacy Capital Group California, Inc.2,716$429K0.12%+17513F-HRTimeline
Paulson Wealth Management Inc.2,714$428K0.11%013F-HRTimeline
Lutz Financial Services LLC2,687$424K0.03%+313F-HRTimeline
Keebeck Wealth Management2,669$421K0.06%-2513F-HRTimeline
DHK Financial Advisors, Inc.2,658$419K0.24%-1,56613F-HRTimeline
CROBAN2,612$412K0.35%+4213F-HRTimeline
APPLETON PARTNERS INC/MA2,590$409K0.03%-17513F-HRTimeline
First Western Trust Bank2,581$407K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,564$404K0.01%-4,93913F-HRTimeline
Procyon Advisors, LLC2,534$400K0.04%-60413F-HRTimeline
Headlands Technologies LLC2,523$398K0.05%+2,18913F-HRTimeline
Stonebridge Financial Planning Group, L…2,514$397K0.17%-10113F-HRTimeline
Lion Street Advisors, LLC2,503$395K0.12%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,503$395K0.14%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,496$394K0.03%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC2,483$392K0.05%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,478$391K0.06%-1,55413F-HRTimeline
TRUST POINT INC.2,472$390K0.04%-13913F-HRTimeline
Paragon Capital Management Ltd2,466$389K0.07%-17513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,459$388K0.01%+2613F-HRTimelineGroup
Arete Wealth Advisors, LLC2,445$386K0.03%-81713F-HRTimeline
Empower Advisory Group, LLC2,430$383K<0.01%-23513F-HRTimeline
Ausdal Financial Partners, Inc.2,421$382K0.03%new13F-HRTimeline
Mesirow Financial Investment Management…2,422$382K0.01%-41413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,416$381K-614Timeline
CLEAR INVESTMENT RESEARCH, LLC2,410$380K0.48%+2513F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,403$379K0.09%-1,29213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,402$379K0.02%+25313F-HRTimelineGroup
Valmark Advisers, Inc.2,395$378K0.01%+88613F-HRTimeline
LMG Wealth Partners, LLC2,392$377K0.08%013F-HRTimeline
Capital Square, LLC2,272$375K0.2%-3213F-HRTimeline
Emergent Wealth Advisors, LLC2,375$375K0.24%+1113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,325$367K<0.01%+6013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,296$362K0.01%-47813F-HRTimelineGroup
LGT Financial Advisors LLC2,284$360K0.91%+1113F-HRTimeline
BridgePort Financial Solutions, LLC2,279$360K0.12%+11013F-HRTimeline
CJM Wealth Advisers, Ltd.2,274$359K0.12%+113F-HRTimeline
Friday Financial2,268$358K0.18%-33713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,261$357K0.04%-28813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$357K0.04%013F-HRTimeline
HOWE & RUSLING INC2,258$356K0.03%+15013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,249$355K0.11%+1013F-HRTimeline
Premier Path Wealth Partners, LLC2,242$354K0.05%-73213F-HRTimeline
SMITH, MOORE & CO.2,234$352K0.03%-15813F-HRTimeline
Fisher Asset Management, LLC2,218$350K<0.01%+74113F-HRTimeline
Triad Wealth Partners, LLC2,204$348K0.07%-43613F-HRTimeline
FIDUCIENT ADVISORS LLC2,194$346K0.04%+913F-HRTimeline
N.E.W. Advisory Services LLC2,183$344K0.03%013F-HRTimeline
STEPH & CO2,181$344K0.11%+17113F-HRTimeline
BAXTER BROS INC2,175$343K0.04%-17513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,172$343K0.01%+1113F-HRTimelineGroup
GRIES FINANCIAL LLC2,166$342K0.06%+413F-HRTimeline