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Disclosery

IWN ISHARES TR

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RUS 2000 VAL ETF (fund)

963 managers (973 13F filers) reported a position in IWN shares at 2025-09-30, 50,445,467 shares in all. 75 filers opened a position and 51 filers sold out during the quarter.

Managers
963
13F filers
973
New
75
Added
278
Reduced
328
Sold out
51
Shares held by filers
50,445,467

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
First Business Financial Services, Inc.4,604$814K0.07%013F-HRTimeline
Composition Wealth, LLC4,600$813K0.01%+30513F-HRTimeline
Guidance Point Advisors, LLC4,570$809K0.2%-2913F-HRTimeline
Bedel Financial Consulting, Inc.4,540$803K0.1%+613F-HRTimeline
Naviter Wealth, LLC4,439$785K0.09%013F-HRTimeline
Garde Capital, Inc.4,425$782K0.04%013F-HRTimeline
Firestone Capital Management4,422$782K0.17%-6013F-HRTimeline
Smartleaf Asset Management LLC4,417$780K0.05%+96213F-HRTimeline
Evercore Wealth Management, LLC4,400$778K0.01%-4913F-HRTimeline
Kingsview Wealth Management, LLC4,389$776K0.01%+20213F-HRTimeline
Connecticut Wealth Management, LLC4,388$776K0.03%-39813F-HRTimeline
Bricktown Capital, LLC4,386$775K0.13%013F-HRTimeline
Auxano Advisors, LLC4,335$766K0.16%-713F-HRTimeline
Widmann Financial Services, Inc.4,329$765K0.48%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,290$759K<0.01%+17513F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC4,235$749K0.06%+513F-HRTimeline
EVOKE WEALTH, LLC4,229$748K0.02%+913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,215$747K+138Timeline
Magnus Financial Group LLC4,185$740K0.06%+6613F-HRTimeline
Retirement Investment Advisors, Inc.4,183$740K0.06%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,178$739K0.01%-26313F-HRTimeline
FineMark National Bank & Trust4,174$738K0.02%-36113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,160$735K0.73%+1013F-HRTimeline
DAVIDSON TRUST CO4,138$732K0.3%+64113F-HRTimeline
National Philanthropic Trust4,139$732K0.01%013F-HRTimeline
Apella Capital, LLC4,098$725K0.02%+1,16613F-HRTimeline
Foster Group, Inc.4,081$722K0.02%-513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,070$720K0.01%-51013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,025$712K<0.01%+2,91713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,989$705K<0.01%+1,66413F-HRTimelineGroup
Tillman Hartley LLC3,986$705K0.18%013F-HRTimeline
Compound Planning, Inc.3,985$705K0.02%+113F-HRTimeline
Aprio Wealth Management, LLC3,985$705K0.07%-13913F-HRTimeline
PRIVATE TRUST CO NA3,966$701K0.06%-35313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC3,953$699K0.05%-61513F-HRTimeline
NorthRock Partners, LLC3,934$696K0.01%-59313F-HRTimeline
Heck Capital Advisors, LLC3,914$692K0.05%+42213F-HRTimeline
FIDUCIENT ADVISORS LLC3,912$692K0.08%+1,71813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,912$692K0.02%+18513F-HRTimeline
Perigon Wealth Management, LLC3,875$685K0.01%-14313F-HRTimeline
Stegner Investment Associates Inc.3,862$683K0.37%013F-HRTimeline
Sageworth Trust Co3,827$677K0.03%-6,59513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,810$674K0.32%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,809$673K0.24%+813F-HR/ATimeline
World Investment Advisors3,780$668K0.01%+2313F-HRTimeline
Smithfield Trust Co3,859$668K0.03%-59513F-HRTimeline
Gladstone Institutional Advisory LLC3,761$665K0.03%+6113F-HRTimeline
Strategies Wealth Advisors, LLC3,755$664K0.07%+1713F-HRTimeline
Eagle Strategies LLC3,739$661K0.09%-1013F-HRTimeline
Welch & Forbes LLC3,725$659K0.01%-6113F-HRTimeline
Diversified Portfolios, Inc.3,716$657K0.06%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,705$655K0.02%-78413F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,703$655K0.11%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,668$649K0.1%-4,24613F-HRTimeline
Rialto Wealth Management, LLC3,653$646K0.17%-4513F-HRTimeline
Wealthstream Advisors, Inc.3,628$642K0.1%013F-HRTimeline
Avior Wealth Management, LLC3,622$640K0.02%-11113F-HRTimeline
Sigma Planning Corp3,602$637K0.02%-3,83913F-HRTimeline
Heritage Wealth Advisors3,600$637K0.03%013F-HRTimeline
Palisades Hudson Asset Management, L.P.3,597$636K0.23%+1013F-HRTimeline
Ullmann Wealth Partners Group, LLC3,588$634K0.07%+513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,582$633K0.02%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,580$633K0.11%-51013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC3,569$631K0.03%+413F-HRTimeline
CHEMUNG CANAL TRUST CO3,562$630K0.13%-14213F-HRTimeline
Western Wealth Management, LLC3,554$628K0.03%+10413F-HRTimeline
Plum Street Advisors, LLC3,537$625K0.24%-813F-HRTimeline
Curtis Advisory Group, LLC3,530$624K0.14%+2813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,527$624K0.02%-37613F-HRTimelineGroup
Chicago Capital, LLC3,511$621K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,495$618K0.04%+3713F-HRTimeline
LANARK FINANCIAL, INC.3,476$615K0.05%+18813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,466$613K0.22%-3813F-HRTimeline
BIP Wealth, LLC3,456$611K0.03%-4013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,436$608K0.1%-57613F-HRTimeline
McKinley Carter Wealth Services, Inc.3,422$605K0.03%-2813F-HRTimeline
Pine Valley Investments Ltd Liability Co3,398$601K0.03%+16213F-HRTimeline
American Wealth Advisors, LLC3,381$598K0.59%13F-HRTimeline
Haverford Trust Co3,380$598K0.01%+4213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,366$595K0.01%+1313F-HRTimelineGroup
Legacy Advisors, LLC3,363$595K0.07%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC3,352$593K0.04%+113F-HRTimeline
TRUST CO OF VERMONT3,328$588K0.03%+13113F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,325$588K0.02%013F-HRTimeline
SCS Capital Management LLC3,307$585K0.01%-74013F-HRTimeline
Intrepid Financial Planning Group LLC3,306$585K0.22%+8013F-HRTimeline
Caldwell Trust Co3,305$584K0.05%+3113F-HRTimeline
KDK Private Wealth Management, LLC3,299$583K0.59%-3213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,284$581K0.06%013F-HRTimeline
Yardley Wealth Management LLC3,275$579K0.32%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,257$576K0.04%-19913F-HR/ATimeline
Focus Financial Network, Inc.3,246$574K0.02%+113F-HRTimeline
Smith Thornton Advisors LLC3,225$570K0.3%013F-HRTimeline
Chicago Partners Investment Group LLC3,161$570K0.01%+10613F-HRTimeline
PFG Investments, LLC3,221$569K0.03%-6313F-HRTimeline
Strategic Blueprint, LLC3,216$569K0.02%new13F-HRTimeline
Quantinno Capital Management LP3,199$566K<0.01%+1,88713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,144$556K0.01%+513F-HRTimelineGroup
Icon Wealth Advisors, LLC3,144$556K0.04%-5913F-HRTimeline
Watts Gwilliam & Co., LLC3,142$556K0.09%+313F-HRTimeline
Archvest Wealth Advisors, Inc.3,135$554K0.49%+1313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,113$550K0.01%+1313F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,082$545K0.04%013F-HRTimeline
Key Financial Inc3,062$544K0.1%013F-HRTimeline
True North Advisors, LLC3,028$535K0.08%+2613F-HRTimeline
American Trust3,024$535K0.05%+9813F-HRTimeline
Quantbot Technologies LP3,000$530K0.01%-6,04913F-HRTimeline
Riverbend Wealth Management, LLC3,000$530K0.37%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,999$530K0.03%-8013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,997$530K0.04%+1413F-HRTimeline
Sage Capital Management, LLC2,988$528K0.24%+1213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,987$528K0.18%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,976$526K0.02%013F-HRTimelineGroup
Broadview Financial Management, LLC2,976$526K0.35%+1413F-HRTimeline
WealthPLAN Partners, LLC2,968$525K0.08%-20713F-HRTimeline
HRT FINANCIAL LP2,960$523K<0.01%-1113F-HRTimeline
APPLETON PARTNERS INC/MA2,942$520K0.03%+35213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,923$517K0.01%-7013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,892$511K0.04%013F-HRTimelineGroup
CIBC WORLD MARKET INC.2,862$506K<0.01%+1313F-HRTimeline
Embree Financial Group2,861$506K0.07%+213F-HRTimeline
SAGE FINANCIAL GROUP INC2,858$505K0.03%013F-HRTimeline
St. Clair Advisors, LLC2,856$505K0.13%-8513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,818$498K0.06%-1813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,806$496K0.06%013F-HRTimeline
Maltin Wealth Management, Inc.2,805$496K0.21%+1113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,789$494K0.03%+613F-HRTimelineGroup
Berkeley, Inc2,782$492K0.16%-3513F-HRTimeline
Cadence Bank2,759$488K0.03%-313F-HRTimeline
Mesirow Financial Investment Management…2,755$487K0.01%+33313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,752$487K0.03%new13F-HRTimeline
Creekside Partners2,736$484K0.21%+513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,721$481K0.04%013F-HRTimeline
Granite Harbor Advisors, Inc.2,715$480K0.2%new13F-HRTimeline
Paulson Wealth Management Inc.2,714$480K0.11%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,705$478K0.19%-17113F-HRTimelineGroup
Tarbox Family Office, Inc.2,699$477K0.07%-5313F-HRTimeline
Fisher Asset Management, LLC2,699$477K<0.01%+48113F-HRTimeline
Legacy Capital Group California, Inc.2,695$476K0.12%-2113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,690$476K0.01%+12613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,677$473K0.03%new13F-HRTimeline
Keebeck Wealth Management2,669$472K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,662$471K0.02%+36613F-HRTimelineGroup
First Western Trust Bank2,581$456K0.02%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,884$455K0.05%-3,00013F-HRTimeline
Pettinga Financial Advisors LLC2,557$452K0.09%-94013F-HRTimeline
Procyon Advisors, LLC2,534$448K0.03%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,530$447K0.14%new13F-HRTimeline
Stonebridge Financial Planning Group, L…2,510$444K0.17%-413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,503$443K0.14%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.2,496$441K0.03%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC2,483$439K0.06%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC2,478$438K0.06%013F-HRTimeline
Paragon Capital Management Ltd2,474$438K0.08%+813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,472$437K0.01%+1313F-HRTimelineGroup
TRUST POINT INC.2,472$437K0.04%013F-HRTimeline
Orion Porfolio Solutions, LLC2,471$437K<0.01%+1,20013F-HRTimeline
CROBAN2,469$437K0.29%-14313F-HRTimeline
Arete Wealth Advisors, LLC2,456$434K0.03%+1113F-HRTimeline
Lutz Financial Services LLC2,448$433K0.03%-23913F-HRTimeline
Ausdal Financial Partners, Inc.2,421$428K0.02%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC2,414$427K0.1%+1113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,413$426K-3Timeline
CLEAR INVESTMENT RESEARCH, LLC2,406$426K0.57%-413F-HRTimeline
Emergent Wealth Advisors, LLC2,385$422K0.24%+1013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,383$421K0.01%+81113F-HRTimeline
Friday Financial2,382$421K0.18%+11413F-HRTimeline
Gator Capital Management, LLC2,375$420K0.11%-54013F-HRTimeline
Valmark Advisers, Inc.2,369$419K0.01%-2613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,363$418K<0.01%-6713F-HRTimelineGroup
Triad Wealth Partners, LLC2,320$410K0.05%+11613F-HRTimeline
Cannell & Spears LLC2,315$409K0.01%-53213F-HRTimeline
LGT Financial Advisors LLC2,294$406K0.87%+1013F-HRTimeline
BridgePort Financial Solutions, LLC2,279$403K0.11%013F-HRTimeline
Elm Partners Management LLC2,276$402K0.02%new13F-HR/ATimeline
CJM Wealth Advisers, Ltd.2,275$402K0.12%+113F-HRTimeline
SMITH, MOORE & CO.2,266$401K0.03%+3213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,260$400K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC2,251$398K0.05%-1013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,249$398K0.12%013F-HRTimeline
Premier Path Wealth Partners, LLC2,237$396K0.05%-513F-HRTimeline
Capital Square, LLC2,222$393K0.2%-5013F-HRTimeline
AMARILLO NATIONAL BANK2,204$390K0.07%-1,13513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,194$388K<0.01%new13F-HRTimeline
STEPH & CO2,188$387K0.12%+713F-HRTimeline
N.E.W. Advisory Services LLC2,183$386K0.03%013F-HRTimeline
BAXTER BROS INC2,175$385K0.04%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,172$384K0.01%013F-HRTimelineGroup
GRIES FINANCIAL LLC2,171$384K0.06%+513F-HRTimeline
Optimist Retirement Group LLC2,164$383K0.17%013F-HRTimeline
Cambridge Financial Group, LLC2,154$381K0.12%new13F-HRTimeline
MGO ONE SEVEN LLC2,127$376K0.01%+47713F-HRTimeline
Tassel Capital Management, Inc.2,125$376K0.24%+1013F-HRTimeline
Truepoint, Inc.2,124$376K0.01%-1413F-HRTimeline
DIVERSIFIED TRUST CO2,120$375K0.01%+9213F-HRTimeline
Horizon Investments, LLC2,117$374K<0.01%new13F-HRTimeline
Independent Advisor Alliance2,113$374K0.01%-85813F-HRTimeline
HOWE & RUSLING INC2,108$373K0.03%-15013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,105$372K0.01%+3213F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,101$372K0.02%-2513F-HRTimeline